Tag: Retirement planning
Which investment wins long term?
Investors can't help but notice the sparkle of gold's record run. But they may want to think twice before...
How retirees can get a bigger tax break for charitable gifts with QCDs
Zero Creatives | Connect Images | Getty ImagesMore from Financial Advisor Playbook:Here's a look at other stories affecting...
New IRS CEO is also Social Security head. Why dual role worries experts
A view of the Internal Revenue Service (IRS) building in Washington, D.C., U.S., February 16, 2025. Annabelle Gordon |...
S&P 500 notches new highs. Where to invest in case of a pullback
The S&P 500 had a record close on Monday and continued to climb during Tuesday morning trading.While headlines...
Use effective tax rate to decide
Kira Hofmann | Photothek | Getty ImagesWhen saving for retirement, you can often pick between traditional and after-tax...
The Social Security Warning Dave Ramsey Is Adamant About in 2025
What’s going to happen with Social Security? It’s the question haunting almost everyone these days —...
What Are the Worst Retirement Mistakes People Make?
Retirement planning can be confusing at best and overwhelming at worst. When people try to plan...
I’m 72 and have $1.5M in savings — but I’m still terrified of running out of money. How will I know when I have...
Between high living costs and uncertainty in the stock market, Raymond, 72, is feeling anxious...
S&P 500 set-it-and-forget-it strategy due for a rethink: experts
Trevor Williams | DigitalVision | Getty ImagesThe S&P 500 index closed at a new all-time high on Wednesday...
What You Need to Know About Annuities
Retirement researchers are often enthusiastic about annuities, but many consumers are reasonably skeptical. Here to discuss...
What it means for Social Security checks
Richard Stephen | Istock | Getty ImagesSocial Security services during the shutdownLocal offices will remain open, but services...
2025 CNBC Financial Advisor 100 methodology explained
Drs Producoes | E+ | Getty ImagesCNBC's Financial Advisor 100 list is determined through a blend of data...