Rather than applying the same screening checklist across all investable stocks, the team divides the Russell 2000 Index into 36 unique clusters based on shared financial characteristics.

As a caregiver, you have a big responsibility in managing your care recipient’s legal affairs. Here’s a checklist to help you protect their legal rights as well as your own. As a caregiver, you have a ...

Nontraditional approaches, such as life insurance settlements, can provide tax-efficient lump sums for retirement. Buffered ETFs protect against market losses while allowing some upside participation.

For decades, a “stable job” has been a cornerstone of financial planning in India. Parents encouraged their children to seek ...

Superannuation is likely the second largest asset that you will own, and sometimes the largest asset if you do not own property. A comfortable retirement, for the duration of your retirement, is ...

It’s a great question. As we get older and our financial life gets more complicated, it’s difficult to know how long to keep ...

In particular, changes apply to inherited individual retirement accounts, but savers should also take note of the reduced penalties for missing an RMD. Here’s a look at how withdrawal rules for ...

The average retirement age for Americans is 62. The average retirement age has increased by a few years since the early 1990s, when the average American retired at 57. The expected retirement ...

Some financial records you’ll need to hold on to for your whole life, and others for just a month or so, says Jim Miller of.