Peter Coughlin of Berkshire Money Management recently wrote a blog post that landed with me: Families do not lose wealth only ...

Couples wanting to break up will often set divorce in motion at the start of the new year. Many lawyers report a rise in ...

Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity annuity contract, or QLAC. You buy the annuity with pretax money (up to a ...

You don't need to itemize to save on taxes in 2026. These 13 overlooked deductions and adjustments can lower your taxable income and reduce what you owe.

Follow these tips to help clients draw down their retirement funds in a tax-efficient manner and avoid common mistakes.

A year-end look at the money and tax stories that resonated most with readers, the pieces that I loved, and a few important ...

A civil engineer earning $176,100 in 2025 per year looks the same as Elon Musk in the eyes of the Social Security system.

The Social Security Administration announced a 2.5% cost-of-living adjustment for 2026, effective January 2026. For millions, ...

Older taxpayers now have access to some of the most generous standard deduction rules on record, and the stakes are high for ...

Social Security beneficiaries may get good or bad news when they receive Form 1099, which shows the amount of benefits earned in 2025 and their tax liabilities when they file taxes in 2026. Two laws ...