“The hierarchy method is a fine print and disclosure problem,” said Jonathan Lee, senior portfolio manager at U.S. Bank ...

If you're planning to pass down property to your heirs, a 'tangled title' can complicate things. The good news is it can be ...

Homeowners leverage their home equity through various strategies, such as HELOCs or reverse mortgages. A newer option: Shared ...

T-Mobile offers a free iPhone 16 with select plans, including a 55+ option. Is the incentive worth the switch over?

Rule of Social Security' holds that it's best to be like Ike — Eisenhower, that is. The five-star General knew a thing or two ...

The Social Security Fairness Act removed restrictions on benefits for people with government pensions. If you're one of them, ...

Interactive Brokers' recently split its stock to makes its shares more accessible to investors. Could these high-priced ...

Back in the day, investors who wanted into Capital Group’s American Funds had to buy them through an adviser. Those rules ...

Many expats retire in Belize to explore the country's huge barrier reef and enjoy a relaxed lifestyle. Best yet — the visa ...

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

When a surprise windfall lands in your lap, it can open up doors, says Patrick Doherty, SVP and financial adviser at Wealth ...

Another thing you can learn from investing: Wall Street just hates surprises. When the unexpected arises, the markets can ...