The Trump tax cuts doubled the exclusion before lifetime gift and estate taxes applied. For 2025, the threshold is climbing to $13.99 million per person. Without congressional action, the level would ...

Thinking about moving to a 55+ community? Once limited to the Sunbelt, these developments, designed for people 55 and older, ...

Unless you plan to do a lot of travel, retirement is a time when you will probably spend ... many also begin to see a need ...

The mayor blames one group for starting the rumors this week, but a resident of the apartments has a different explanation.

Final opportunity to purchase a house in this fantastic retirement estate. The open-plan kitchen ensures freedom of movement around the house with the lounge area opening out to the covered patio and ...

The UCLA professor Shlomo Benartzi’s new visualization tool, unveiled at PLANADVISER’s national conference in November, is designed to inspire optimism in retirement.

In this Q&A with Vanguard economist Kevin Khang, he discusses why housing is important to retirement wealth and how people ...

Financial planner advises they improve their investment strategy by engaging the services of a portfolio manager with a focus ...

Aging in place doesn't just mean staying in your forever home. It also means making necessary renovations to make life ...

It's natural to worry about whether you'll be prepared for retirement as you reach your 60s. Here are your options if you ...

With long retirements, you’ll need to plan ahead for multiple phases of life that come with different needs and interests.

Americans aged 65 to 74 had an average retirement savings balance of about $609,000 ... goals — things like shedding student ...