Suzanne Woolley

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Number Of 401(k) Millionaires Swells Back Toward Record

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The amount of seven-figure retirement accounts at Fidelity Investments surged in the fourth quarter of 2023.

Bill Gross, Other Top Investors Share Their Toughest Lessons

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Gross says investors should be wary of too much leverage.

Many Younger Americans Don't See A Path To Retirement

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Good entry-level jobs are getting harder to come by.

How To Make The Most Of Retirement Savings In 2024

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Seven ideas for how to save smarter, from automation to rollovers and Roths.

Parents Are Risking Their Retirements To Support Adult Children

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With younger generations facing higher housing costs and a tricky job market, many are living at home.

Losses In Your Portfolio Can Boost Returns And Cut Taxes

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Even with the S&P 500 up more than 20% in 2023, investors can still harvest tax losses.

Higher Bond Yields Mean Retirees Can Pull A Bit More From Savings

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Morningstar says retired workers can now safely withdraw 4% a year, up slightly from a 2022 analysis.

Social Security Bump Won't Calm Retiree Money Worries

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Workers are increasingly concerned about potential cuts to Social Security benefits in the coming decade.

Inflation Is Dashing Retirement Plans As Investors Wake To Reality Of Price Surges

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Almost half of affluent investors in the U.S. say inflation is “killing their dreams of retirement” in a recent survey.

High Earners Get Reprieve With Delay To Rule Change On 401(k) Catch-Ups

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The IRS pushed back the date when higher earners will have to direct some contributions to a Roth account.

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