If you're planning to retire in five years, it's critical to get your portfolio in order. These five rules will ensure you're on the right financial track.

Under new rules, the tax agency is phasing out paper refund checks. As a result, refunds may be put on hold if a filer's direct deposit information is missing, incomplete, or rejected. That is notable ...

Washington’s tax structure may be headed for another significant shift. Will more states start "taxing the rich"?

Retirement planning in 2026 comes with new contribution limits, tax breaks and health care changes. Here's what savers and ...

Editor's note: This article is the first in a five-part series featuring the best advice about money from investing greats, renowned economists, top financial planners and other experts. Other ...

Millions of retirees choose independence over isolation. If you're a "solo ager," your retirement can be secure and rewarding ...

If you owed money to the IRS while alive, your death isn’t going to stop them from collecting. Here's what you need to know ...

Receiving an inheritance opens up amazing opportunities, but it can also lead to emotional and financial turmoil. What's the ...

Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health ...

Arizona is moving to cut taxes on home sale gains, while Senators Ted Cruz and Tim Scott push for nationwide capital gains tax relief.

Two prominent lawmakers are proposing to "tax the rich" and send some proceeds to taxpayers. Could it be a sign of things to ...

We plan to retire in two years, but hate to see our kids under so much stress. We asked wealth professionals for advice.