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.

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 ...

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

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

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.

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

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.

A 50-year mortgage probably isn’t the answer, but there are other ways to alleviate the continuing sting of high prices ...

The administrative requirements following a death move so quickly that without thorough preparation families are forced into a chaotic situation during a time of extreme emotional distress. This is ...

AI is becoming a standard investing tool, as it helps cut through the noise, personalize portfolios and manage risk. That said, human oversight remains essential. Here's how it all works.

If you miss your RMDs, you could face a hefty fine. Here are four ways to stay on top of your payments — and on the right ...

No stock is completely safe, but we can make educated guesses about which ones are likely to provide smooth sailing.