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Companies increasingly are allowing more flexibility with withdrawals, and some are offering annuity options.

In her new book, Kristin Collier tells the story of how she ended up with over $200,000 in debt that she knew nothing about. Her mother had answers.

How the Social Security Administration describes retirement claiming ages and handles certain identity theft cases may be poised to change.

Losing a job can be among the worst life events. There is one thing you'll want to do first: Apply for unemployment benefits, experts say.

Heading into 2026, the political environment has become the top concern clients are raising with their advisor, according to a new report by the CFP Board.

President Donald Trump's "big beautiful bill" increased the SALT deduction limit to $40,000 for 2025. Here's how to maximize the tax break.

If you have a flexible spending account at work for health expenses, there's a good chance you need to use any remaining balance by Dec. 31.

Many student loan borrowers may soon be able to switch into a repayment plan that lowers their monthly bill. Here's what to know.

If you plan to donate money on Giving Tuesday, here's how President Donald Trump's "big beautiful bill" could affect your tax deduction.

Recent changes to the federal student loan system may affect borrowers' taxes. There are some helpful steps you can take now, experts say.