Large unrealized capital gains can create a serious tax headache for retirees with a successful portfolio. A tax-aware ...

Which brings us to what $1,000 invested in Caterpillar stock would be worth today. Have a look at the above chart and you'll see that if you put $1,000 into CAT stock 20 years ago, it would be worth ...

If your Michigan tax refund hasn’t arrived, you’re not alone. Here’s what "pending manual review" means and how to verify your identity if needed.

Outsize exposure to an outperforming tech stock and a pair of drugmakers have boosted recent returns for the Primecap Odyssey Growth Fund.

Talking to heirs about family wealth can be overwhelming, but shouldn't be avoided. To prevent conflict after you've gone, start sharing your wishes in a way that feels comfortable for you.

With 25-plus years of growth ahead, your 40s shouldn’t just be about saving. We asked financial advisers how to enjoy your income now without compromising your nest egg.

For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure ...

Separating the facts from fiction is an important first step toward building a retirement plan that's grounded in reality rather than being based on incorrect assumptions.