The hope is that by retirement, you’ll have enough wealth accumulated and enough streams of revenue established that you won’t have to worry about money for the rest of your life. However, many ...

If you like the idea of portfolio income, also look at real estate investment trusts, or REITs. They're required to pay at ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Close-up photo of a young girl in a yellow hoodie, smiling ...

I've never met anyone who loves paying more taxes on their retirement income. Building a retirement income you won't outlive is hard enough without overpaying your taxes. Any strategy that helps you ...

Income limits vary by bankruptcy type, state, and household size, but they're typically higher than people expect.

Dave Ramsey has turned a dry retirement math question into a national argument: can you really pull 8% a year from your nest ...

Figuring out how much your clients need to save for retirement can be tricky. Figuring out how to utilize those savings to optimally fund their retirement lifestyle can be even trickier. One approach ...

Retirees are shifting from the traditional 4% withdrawal rule to 5% to combat rising healthcare and living costs. A 5% withdrawal on $1M generates $50K annually versus $40K at 4%. The strategy relies ...

Many Americans aspire to join the ranks of the wealthy, but the income threshold for being considered rich depends a lot on where you live. It also takes considerably more income to join the top 5% of ...

President Donald Trump has high aspirations for his tariffs, going so far as to suggest increased taxes on imports could replace income taxes. "There's a real chance," he told Fox Noticias on April 15 ...

The IRS recently announced some changes to standard deductions and tax brackets. It's important to understand the new tax rules so you don't pay more to the IRS than you need to. The new rules will ...

Realty Income is a Buffett-style "fat pitch," trading at a 30% to 36% discount with a 47% to 60% upside potential in 2025. Realty Income's management, led by CEO Sumit Roy, leverages private equity ...