Key Points from 24/7 Wall St. If you use the 4% rule to manage a $2.5 million nest egg, you'll get about $100,000 in annual ...

Take these essential steps to calculate your early retirement "magic number" and make your dream of financial freedom a ...

Overcome holiday spending blues and start the new year strong with these expert tips for budgeting, saving and refinancing.

Budgeting plays a vital role in financial readiness helping Soldiers align income with expenses and savings goals to provide long-term financial ...

FORT WAYNE, Ind. (WPTA) - We chat with Heather Foster of Foster Financial about Inherited IRA Rule Changes for 2025. Foster Financial Services is a boutique retirement and investment services firm ...

Berkshire Money Management Financial Advisor Holly Simeone will host a free virtual event, "Retire This Year: Milestones, Timelines and Tips for Ages 59+," on Tuesday, Jan. 14, via Zoom.

The 401(k) rules allow you to save more if you are close to retirement. Those rules got even better with the start of 2025 if you are aged 60-63. Here's what you need to know..

Social Security Income (SSI) payments are designed for people who have little to no income. So if you earn too much you can lose your benefits. In 2024, that annual income limit was $11,321.49 for an ...

The $13.7 billion iShares U.S. Equity Factor Rotation Active ETF from BlackRock added $11.7 billion in assets in 2024 after ...

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Women have roughly 30 percent less income in retirement than men, according to a 2020 study. Cheryl Waters, 74, was getting ...

You can, however, choose to claim as early as 62. If you do so, however, you'll be penalized. Each month before your FRA ...