NEW YORK, NEW YORK – MAY 22: Ray Dalio, Founder and CIO Mentor, Bridgewater Associates speaks onstage during The Wall Street Journal’s 2024 The Future Of Everything Festival at Spring Studios on May 22, 2024 in New York City. Dia Dipasupil | Getty Images Entertainment | Getty Images Billionaire hedge fund manager Ray Dalio and…
South_agency | E+ | Getty Images For older Americans, financial fraud can be a very costly mishap. Last year, scams reported to the Federal Trade Commission by adults age 60 and older reached $2.4 billion, up 26.3% from $1.9 billion in 2023 and 300% from $600 million in 2020, according to the FTC’s annual report…
Kate_sept2004 | E+ | Getty Images As 2025 winds down, many financial advisors are preparing for 2026, which will bring key changes to saving for retirement in 401(k) plans. Among those shifts are contribution limit updates and a major tax change for certain investors, which could affect long-term planning. “The most impactful change for next…
Jacob Wackerhausen | Istock | Getty Images Earlier this week, the White House — in conjunction with Michael Dell, founder and CEO of Dell Technologies, and his wife, Susan — announced one of the largest donations ever to benefit American children. The Dells’ $6.25 billion pledge goes hand in hand with a new federal government program…
Richard Stephen | Istock | Getty Images Even before they start receiving Social Security checks, millions of Americans rely on the Social Security Administration for information on when to claim retirement benefits and for help if their Social Security number has been compromised. This week, the House of Representatives passed several bills aimed at improving…
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff policies and heightened stock market volatility, many Americans are worried about what political uncertainty may cost them. Heading into 2026, the political environment has become the top concern clients are raising with their advisor, according to a…
Greg Hinsdale | The Image Bank | Getty Images If you live in a high-tax state, you could see some relief from income and property levies for 2025 — thanks to a change enacted via President Donald Trump‘s “big beautiful bill.” The Republicans’ multitrillion-dollar legislation temporarily raised the limit for the federal deduction for state…
Yellow Dog Productions | The Image Bank | Getty Images If you plan to donate money on Giving Tuesday, you could score a tax break. But recent changes enacted via President Donald Trump‘s “big beautiful bill” could affect your savings, financial experts say. Some 36.1 million U.S. adults participated in Giving Tuesday for 2024, with…
Many people saving in 401(k) accounts get a company match from their employer. But that money may not yet belong to them. Someone may have to remain employed with a company for up to six years to take full control of those matching funds — a longer timeline than is typical for many workers, which…
Ascentxmedia | E+ | Getty Images About 75 million Americans will see a 2.8% cost-of-living adjustment to their Social Security and Supplemental Security Income benefits in 2026. The increase is expected to add $56 per month on average to Social Security retirement benefits, according to the Social Security Administration. But other changes — particularly a…
