What You Can Learn From Shareholder Letters

A less-than-candid letter to shareholders could be a red flag.

How to Choose the Right Annuity for You

A new generation of annuities are simpler and cheaper.

Make the Most of Social Security

Consider these moves to maximize your benefits.

Securing Retirement

We can always take a cue from the past and move in with our kids, but I hope we won't have to.

New Strategies to Ease Into a Secure Retirement

New strategies to design the lifestyle you want and make sure you have the money to pay for it.

Feeding a Family on $300 a Month

Cookbook author Carol Scudere of Powell, Ohio, is showing Americans how to make chuck roast taste like osso buco and other inexpensive ways to put tasty food on the table.

The High Price of Cash Advances

What to Do When You're Not Quite Ready to Retire

Some retirees will work by choice, while many will work out of necessity.

3 Dating and Money Etiquette Challenges

When it comes to dating and money, is there really a right or wrong way to do things? We put a call out to readers and experts to see what they had to say.

On the Home Stretch to Your Retirement

If you are facing a large gap in your savings, these steps can help keep your retirement plans on track.

Why a Long-Term, Fixed-Rate Home Loan Makes Sense

Despite the uptick in homeowners choosing shorter-term loans, longer-term mortgages at today's low rates provide more flexibility.

4 Online Tools to Fix Your Finances

Go online to budget, learn the basics, save money and ditch the paper.

When Your Favorite Charity Sells Out

Charities typically insist that they'd never let a donor relationship affect their positions on issues, but that seems naïve or disingenuous.

Save Thousands in 15 Minutes or Less

You'll be surprised how much you can pocket in so little time.

The Keys to Managing Your Money for the Long Haul

Yes, creating wealth by investing in equities is important. But in old age, you can't 'eat a rate of return.' Managing downside risk matters just as much.

Easy Ways to Calculate Required Minimum Distributions

Retirees are required to take required minimum distributions from IRAs and 401(k)s after age 70½. Follow these guidelines to make sure you withdraw the right amount.

Learn the ABCs of Senior Specialists

Some professional designations are more about salesmanship than expertise.

Variable Annuities Without the Guesswork

A new generation of annuities are simpler and cheaper than most other annuity products.

Courts Off Limits to Nursing Home Residents

An increasing number of nursing homes are including binding arbitration agreements in their admissions contracts.

Avoid the Pitfalls of Self-Directed IRAs

Self-directed IRAs, which allow you to invest in most anything, are complicated vehicles.

A Prescription to Pay Retiree Health Costs

Health care is a significant line item in a retiree's budget. These strategies can help ease the pain of medical costs.

Another Day of Free Retirement Advice

Advisers will be available all day on January 17 to answer your money and retirement questions for free.

Two Days of Free Retirement Advice

Advisers will be available all day on January 12 and 17 to answer your money and retirement questions for free.

6 Ways to Retire Without a Mortgage

If your goal is to pay off the house before you retire, consider these smart strategies.

8 Smart Estate Planning Steps to Die the Right Way

Excuse #1: You're not going to die.
Excuse #2: You've been too busy.
Excuse #3: You can't stand thinking about a future that doesn't include you.

Deadline Nears for Mandatory IRA Distributions

But you can direct up to $100,000 of your annual distribution to charity.

Pay Off the House or Keep the Mortgage?

Consider these factors when weighing the decision to pay off the house.

The Benefits of Staying Put in Retirement

Pulling up a lifetime of stakes and retiring where it's warm and sunny may be a tempting prospect. But think again.

4 Ways to Get Lost Money from Government Agencies

The IRS is returning more than $150 million in undelivered tax refund checks. Here's how you can cash in.

How Your Charity Measures Up

Donors now have more tools to ensure their money is well spent.

Prepare for the Retirement Tax Bite

When the time comes to tap your tax-deferred retirement accounts, Uncle Sam will be waiting for his share.

High-Income Seniors Hit With Medicare Surcharge

You'll have to pay more for Part B and Part D if your income tops a certain level.

Prepaid Funeral Plans Can Be a R.I.P.-Off

Paying ahead for your funeral might seem ideal, but a prepaid plan can come with unexpected costs.

Tax Savvy Moves Retirees Should Make Before the New Year

Take these steps to trim your 2011 tax tab.

Protect Your Nest Egg From a Deluge of Fees

Save money by ferreting out the pesky fees that are nibbling at your nest egg.

Finally, a Variable Annuity Worth Considering

Vanguard has a new guaranteed-income rider for its low-cost variable annuity that can make sense for some risk-averse investors.

Future of Medicare Up for Debate

Workers approaching retirement -- and many current retirees -- should plan to sock away more money for future health care costs.

Living Well in a Little House

Freelance journalist Kerri Fivecoat-Campbell and her husband, of Yellville, Arkansas, chose to downsize to a 480-square-foot lake house that they share with their five dogs.

The Sandwich Generation: Caught in the Middle

Today’s sandwich generation is squeezed between grown kids who can’t find work and elderly parents who need care.

How Low Interest Rates Will Impact Your Mortgage, Loans and Credit Cards

Record-low interest rates could fall even further.