retirement

You’re generally required to enroll in Medicare at age 65 unless you have qualifying coverage elsewhere — and health plans through the marketplace don’t count.

Job growth has been slower in recent months than many expected, even as job openings are near record highs. So what’s keeping people on the sidelines?

When the pandemic hit, wages took a dive. But a key measurement used to calculate Social Security benefits, the average wage index, was able to bounce back.

Housing affordability, taxes and happiness were part of the considerations when U.S. News & World Report came up with this year’s top retirement destinations.

House Democrats proposed a repeal of Roth conversions for the wealthy. But the provision wouldn’t take effect for a decade.

While Advantage Plans have continued growing in popularity among Medicare beneficiaries, it’s important to know the pros and cons of such coverage.

The first U.S. bitcoin futures exchange-traded fund starts trading on the New York Stock Exchange. What to know before adding it to your portfolio.

There’s a growing emphasis on psychology in financial planning as advisors explore ways to strengthen client relationships. Here’s how top firms are doing it.

Social Security will see a 5.9% cost-of-living adjustment in 2022, the largest increase in 40 years. Here’s how people should prepare for the bump.

Spending a set percentage of your nest egg every year in retirement can be an easy way to plan your future. Here’s a case study for retiring with $500,000.

The Department of Labor has proposed rule changes to make it easier to access ESG funds in retirement plans, reversing a Trump administration policy.

Asset managers, insurance companies and employers are moving toward making guaranteed lifetime income options more broadly available through 401(k) plans.

Most HSA owners don’t invest their savings. That could short-change them over the long term.

Social Security beneficiaries will see bigger checks next year due to inflation. But future annual adjustments may not be as generous.

More than two-third of Hispanic households aren’t saving through workplace retirement vehicles like 401(k) plans, according to Morningstar.

Which states older workers live and work in could prove impactful relative to household financial wellbeing. Here’s a look at the best and worst options.

Interest in actively managed exchange-traded funds has exploded as investors crave more precision. Here’s how to know if these assets are right for your portfolio.

The Social Security Administration announced the new COLA for 2022. Here’s how much more money will be in the average benefit check.

Fintech apps have brought many first-time investors into the market, and that’s a good thing, but it comes with a warning.

A new survey shows retirement age investors are concerned rising inflation could make it difficult to find steady income from their investments.