Many 401(k) investors are discovering that the hardest part of retirement isn't saving — it's spending. After decades of diligently building a nest egg, many retirees and working Americans say they are reluctant to turn their retirement account...
A secure retirement isn't a gimme for the middle class. The reason? They can't afford to save. Housing, healthcare, debt payments and other financial priorities are consuming a larger share of household budgets — leaving middle-class workers with...
U.S. stock market funds defied the normal late-summer doldrums in August, shrugging off rising bond yields and finishing the month higher. The average U.S. diversified equity fund rose 2% in August, clawing back nearly all its July losses,...
Everyone wants to save more money. And why not? Saving is one of the key pillars of personal finance and a prerequisite for getting ahead. It's no wonder that 44% of respondents to a Fidelity Investments survey said...
Stressed out about money? You're not alone in the club of people with money worries. Nearly half of Americans say they're more worried about their finances heading into 2026 than they were at the start of last year,...
You don't need a Warren Buffett-sized nest egg to build generational wealth that's built to endure. Building generational wealth to pass on to kids, grandkids and great grandchildren isn't something just billionaires can do. It's doable even if...
Want to turn your newborn into a multimillionaire? What parents wouldn't? There's a new way to make it happen. And we're not talking about getting lucky with the lottery. To set your infant up for a secure retirement,...
Your portfolio may have a ticking time bomb in it. It could be a risk hiding in plain sight or a comeuppance waiting to happen. Rebalancing is an easy solution. What's the threat? A set-it-and-forget-it asset allocation that...
The stock market kicked off the new year on a bullish note with fresh faces at the top of the performance charts. In January, the average diversified equity mutual fund returned 2.4% to best the 1.44% returns of...
Rich people need cash just like people living paycheck to paycheck do. Enter the world of custom lending. The high-net-worth crowd, though, might need cash to buy a pied-a-terre, fund a business startup, purchase an apartment building or...