Rebalancing can help retirees produce a stream of income from a diversified portfolio of stocks and bonds, and reduce risk.
Heard on the Street’s columnists give a five-week set of challenges to teach you their best investing lessons.
It helps to be familiar with the basics and the difference between a cash-out refinance and a Heloc.
After Nasdaq and bitcoin rallies, young investors are weighing options for what to do with their money.
When couples have different risk tolerances, there is no easy solution for joint financial decisions. But it is important to settle on an approach that is palatable to both partners.
After a long year spent cramped at home, many homeowners are eager to move into larger spaces, but trading up could be tricky in a seller’s market. Here’s how to weigh some of your options.
The share of card transactions processed by Square that included a gratuity increased during the Covid-19 pandemic.
Exchange-traded funds (ETF) are bundles of securities that can be bought and sold like stock and are attractive to investors for their simplicity. Learn how they work.
Stimulus money, mortgage forbearance and a pause in federal student loans have helped Americans pay high-interest credit-card debt. Now, some people are wondering what to pay next.
The Internal Revenue Service is again offering relief to individual taxpayers, delaying by about a month the deadline for filing and paying 2020 tax returns.
The pandemic changed how we think about gratuities. Here’s what you need to know as the economy and social life creep closer to normal.
In this overheated market, balancing a competitive offer with what you can afford requires a cool head. There are questions to consider if you are thinking of going beyond your original budget to buy a home.
As financial advice becomes popular on social-media platforms, many women of color are getting their financial know-how online instead of hiring financial advisers.
Some early buyers are holding on tight and encouraging newcomers, but others say it might be time to look at other cryptocurrencies or skip them altogether.
A federal appeals court dismissed a legal challenge to CalSavers, California’s state-sponsored program for private-sector workers who lack access to retirement plans at work.
With the top rates expected to rise under the President Biden’s proposed tax plan, changes before the law changes—such as a Roth conversion—can help many people reduce income-tax bills in retirement.
Wealthy Americans are asking the same question right now: how to prepare their portfolios for what could be the highest capital-gains tax rate in decades. Here are some answers.
People should protect their Social Security number and other personal information whether they are identity-theft victims or not.
The president’s $1.8 trillion American Families Plan could save some families money and keep more women in the workforce.
President Biden’s American Families Plan takes a pass on student-loan forgiveness but has provisions to lessen the amount of future student debt, including two years of free tuition for community-college students.