Financial Planning

A third of older Latinos have tapped into retirement savings

May 24, 2017

A poll says older Latinos are more likely than older whites or older blacks to say they've had to withdraw or borrow money from a retirement account

Obama-era rule on financial advisers to go forward, for now

May 23, 2017

The Trump administration is allowing to go forward an Obama-era rule that puts stricter requirements on professionals who advise retirement savers on their investments

Liz Weston: 'Smart' money moves that aren't so smart

May 22, 2017

Some bright ideas, like borrowing your own money or using an annuity to buy a lifetime stream of income, are not for everyone - or even almost everyone

Many women think men are the better investors; they're not

May 18, 2017

Many men and women agree: Men are the better investors. They're wrong.

Poll says blacks less likely to have enough for retirement

May 18, 2017

A new poll shows that older white Americans are nearly twice as likely as African Americans to say they've saved enough for retirement, a new poll found

Liz Weston: How to ruin your finances fast

May 15, 2017

The decision to cash out a 401(k), skip a payment or not file a tax return may solve an immediate financial problem - but it creates a bigger one almost instantly

Where investors favor humans over indexes: Target-date funds

May 11, 2017

Investors have largely lost faith in the ability of humans to beat the market, except in one of the hottest areas for retirement saving: target-date funds

Ask Brianna: What money moves should I make in my 30s?

Apr 11, 2017

Shed your existential angst and embrace your financial adulthood in the coming decade

Can't decide what to do with your tax refund? Split it

Apr 6, 2017

If your tax refund vanishes too quickly, don't have it all sent directly to your checking account. The IRS can help you save some of it

Grieving Haitians go into lifetime of debt to fund funerals

Apr 6, 2017

Many bereaved Haitians go into a lifetime of debt to send off deceased relatives

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