For most of your working career, the focus of your retirement planning is on accumulating savings and investing that money ...

Retiring at 60 with $1.5 million sounds comfortable until you realize Medicare doesn’t begin until 65. That five-year gap ...

If you are retired, this is the perfect moment to review your investment exposure and — if you will be older than 73 this year — to calculate your required minimum distribution (RMD) and plan for ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

If your modified adjusted gross income (MAGI) is too high, your Medicare Part B premiums could skyrocket. This article ...

Market returns can never be promised, but the way you go about investing can be thought out and measured. That is where ...

Bright Wealth Management helps people create a clear plan to get to and through retirement by focusing on education, clarity ...

If you’re entering retirement, it’s essential to understand how required minimum distributions, or RMDs, work. Tax-deferred ...

This year is an important one for the state pension, as the age at which you can start receiving your pension is increasing ...

And how much is enough? I ask Carl Richards this question because he hosts a podcast about financial planning and raises this ...

We recently featured a story on how to get more people to buy annuities. Readers had a lot of questions about it. The article—written by Olivia S. Mitchell, a professor at the University of ...

Learn how a Roth retirement portfolio earned $175k+ tax-free in 2025 using high-yield funds and swing trading with charts, cycles, and 2026 ...