Both Medicare and Social Security — the cornerstones of "America's Safety Net" — face serious fiscal challenges that require Congressional action.

Traditional IRA contributions after RMD age may make sense, but it depends on your tax situation.

How living trusts and testamentary trusts work and how they are different.

Vanguard Market perspectives offers global economic and security returns forecasts.

Investment-grade fixed income has rediscovered its old strengths.

The SECURE 2.0 Act of 2022 is a sweeping set of provisions designed to improve the nation's retirement-planning health. Here is a brief look at some of the tax perks, rule changes, and incentives included in the legislation.

On March 15, the Federal Reserve announced a new payment service called FedNow. The announcement came roughly a year after President Biden signed an executive order tasking the Federal Reserve with looking into a CBDC for the U.S. financial system.

See if you’re eligible for this Secure 2.0 provision.

The approach wasn’t a cure-all during last year’s brutal market environment, but it helped buffer some losses.

Much of the “stickiness” that has been ascribed to core services may largely reflect the lingering hangover of supply chain issues, where Fed policy has little impact.

Wondering how the SECURE Act will impact your retirement savings and distributions? Learn how using a See-through Trust may be just the solution you’re looking for.

It may depend on your inflation expectations.

New Capital has assembled a comprehensive lineup of both cash and cash equivalents.

Trends suggest today’s younger workers would be hurt the most by another increase.

Probating an original will is easy in Texas. Probating a copy is harder, and for good reason.

Withdrawals covered by these new exceptions can be repaid within three years.

If you’re looking for a solution that allows you to exercise equity over equality, consider setting up a Pot Trust.

The DFA Quarterly Market Review features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

Where we go from here is all about earnings and the Fed.

The estate account vs. trust account debate exists for a reason: both financial vehicles have a lot in common. As a result, it may be confusing to know which one suits your needs the best.