The Latest Breaking News on Personal Finance

9 IRS Rules That Catch Retirees Off Guard Every Tax Season

Retirement is supposed to simplify life—but when tax season rolls around, many retirees find themselves facing unexpected surprises. From Social Security taxes to required withdrawals,...

Saving Advice · Apr 12

The Retirement Age Just Hit 67 — What That Means for Your Monthly Check

Turning 67 just became a lot more important than it used to be. That number now carries serious financial weight, shaping how much money shows up each month in retirement and how long it takes to unlock the full benefit. The shift didn’t happen overnight, but it now stands fully…

The Free Financial Advisor · Apr 12

I'm a Financial Adviser: This Could be the Single Biggest Threat to an Otherwise Solid Retirement Plan

You'll most likely need long-term care as you age. Not planning for it puts your assets and your family's peace of mind at risk. Here's how to tackle the beast.

Kiplinger · Apr 12

Connecticut Parents Face the Highest Private Secondary Bills in the Nation

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Kids Ain't Cheap · Apr 11

Healthcare Spending Doesn’t Stop Rising — Why That Matters for Retirees

Healthcare costs don’t just rise—they charge forward like they’ve got something to prove. Numbers climb year after year, and they don’t ask for permission before reshaping retirement plans that once looked solid on paper. Anyone eyeing retirement with a sense of calm might want to take a second look, because…

The Free Financial Advisor · Apr 11

Retirement Robbers: Hidden Costs That Sabotage Your Nest Egg

A retirement plan can appear rock solid on paper and still fall apart in real life. Numbers line up neatly, projections stretch confidently into the future, and everything seems under control. Then something small starts chipping away at the edges. A fee here, a price increase there, a decision that…

Everybody Loves Your Money · Apr 11

We Received a $10k Tax Refund. My Wife Wants to Save It, I Want to Splurge. What Should We Do?

Here's a solution that benefits both of you.

Kiplinger · Apr 11

When Multiple Tax Rules Collide: Don't Pay a 50% Rate on Your Roth Conversion by Mistake

Extra income from Roth conversions can cause your marginal rate to spike far above your visible tax bracket. Here's what to watch for — and how to plan.

Kiplinger · Apr 11

5 Financial Hidden Traps Mid-Life Women Need To Avoid

Mid-life is often a powerful season of transformation. Careers may be peaking, children are becoming independent, and priorities start to shift toward long-term security and fulfillment. Yet, this phase can also bring financial blind spots that quietly derail even the most well-intentioned plans. Many women find themselves navigating unique challenges…

Budget and the Bees · Apr 10

Concentrated Company Stock in Your ESOP? Waiting to Diversify Could Tank Your Retirement

Holding too much company stock can be disastrous — as Silicon Valley Bank and Kodak employees learned the hard way. The key is to diversify as soon as you can.

Kiplinger · Apr 10