Pre-retirees seem to overestimate the role of some retirement income sources while underappreciating others, MFS finds.

At the other extreme, when you set out a threshold number, it comes across as exclusionary. It implies the person is ...

The researchers obtained the average single-family home value from the Zillow Home Value Index for May 2025. If the suburb ...

Your experience also tells you that investors often make mistakes when things are going well. They get overconfident. They ...

What You Need To Know At least 36 states have taken action to limit SALT cap exposure, primarily in higher-tax states. The $40,000 cap phases out for those earning $500,000 and reverts to $10,000 ...

SmartAsset’s research found that 2.6% of all U.S.-based RIAs are registered with a foreign regulatory authority.

Researchers sourced metrics from the U.S. Census, the Council for Community and Economic Research, the Environmental ...

The rep, who started in the business in 1994, said he was borrowing money from two of his customers — one age 77.

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Typically, the Affordable Care Act's premium tax credit is available to taxpayers with household income that falls between 100% and 400% of the federal poverty line. For 2026, the IRS recently ...