Too many taxpayers leave money on the table through inaction or misunderstanding. Planning intentionally can change that.

Structured to ensure that investors stay put for the long haul, these schemes however take away from fund managers the power to take tactical calls, writes Kushan Shah.

Workers who claim benefits early can significantly reduce their lifetime income. Claiming Social Security at age 62 results ...

Warren Buffett spent 60 years at the helm of Berkshire Hathaway, and during that time, he helped deliver market-beating ...

With Middle East unrest shaking the markets, Triangle economists and advisors are reminding investors to expect turbulence ...

Every major data breach that makes headlines is also a sales call for the companies inside First Trust NASDAQ Cybersecurity ETF (NYSEARCA:CIBR). The question for retirement investors isn’t whether ...

Two investment properties weren’t enough to stop Tom and Jenny Croucher from rapidly eating into their super when they ...

Target-date funds, the set-it-and-forget-it investment, are about to get a little riskier for one group of workers, BlackRock said.

A windfall gain or retirement corpus can be hard to manage without falling prey to poor timing or tax inefficiency. Here are two mutual fund tools that help investors deploy lump sums gradually and ge ...

Governor Mike Bruan signed House bill 1042 into law mandating cryptocurrency options in retirement plans by 2027.

Two years ago, Berkshire's now-retired billionaire boss, Warren Buffett, labeled eight stocks as "indefinite" holdings in his ...

A record number of Americans are turning to their 401(k) retirement accounts to cover everyday expenses and emergencies, ...