The Balaban Group, an independent life-insurance, benefits, and estate-planning firm serving affluent families since 1986, ...

Financial plans based purely on growth, like the 60/40 portfolio, are built for a different era. Today’s retirees need plans ...

In this piece, we’ll check in on a case of a 20-something-year-old individual who took to the r/MiddleClassFinance subreddit ...

Dear Savvy Senior, What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost ...

Understand the consequences of withdrawing money from a 401(k) or IRA retirement account for emergencies and create a plan to recover financially as quickly as possible.

I have $1 million in my IRA. Once I reach 73 years of age what are the withdrawal requirements? I retired five years ago with ...

In this climate, Gold is regaining its relevance, not only as a hedge against systemic risks, but also as a strategic tool ...

If you're self-employed or working part time, your path to retirement likely looks different. But part-time work or ...

Simple changes today can lead to a stress-free retirement later. Here's how to avoid the biggest savings slip-ups.

Fidelity Investments advises people to keep these three "A" words in mind: amount, account and asset mix. Here's why these ...

A Roth IRA can be a great way to save for retirement, as the accounts have no required minimum distributions and you can ...

More people are living to the triple digits, but a long retirement requires more savings. Here's how to make your money last ...