These "bowling bumper" annuities limit losses but also cap gains, with surrender charges up to 8% for early withdrawals.

Imagine this. You’re using your own retirement money — money you’ve already worked a lifetime to save — to pay for long-term ...

Twice a week, our CEO and resident money guru Jean Chatzky tackles your burning questions in the HerMoney newsletter. We’ve ...

The average checking account interest rate is 1.75 times higher than it was in 2022, according to October data from WalletHub ...

The Social Security earnings test doesn't have to limit your retirement income — here are 4 ways to work around it.

If it’s your first Required Minimum Distributions, you actually get a little extra time. You can delay your first withdrawal ...

One of the best ways to ensure your clients are confident in the new year is to take stock of their financial health. Year-end checkups serve as a checkpoint in client’s progress toward their goals ...