Housing markets

Those who can't downsize can still rent out a portion of their property to help cover expenses.

The new tax law has nearly doubled the standard deduction and limits the deduction for state and local taxes, making it less likely for taxpayers to itemize their deductions.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

Rents have increased an average of 3% annually over the 14-year time period of the study, while incomes have declined .1% annually.

Those who leave the workforce can maximize the tax benefits by donating a portion of their IRA assets directly through a qualified charitable distribution

Clients should plan to replace roughly 80% of their pre-retirement income after they leave the workforce for good.