Robert Powell

In Retirement Daily’s series, Sarah Brenner critiques AI’s Secure 2.0 Saver’s Match advice. Uncover what AI got right and wrong.

Medicare Advantage plans must adapt each year to changing costs and regulations, leading to confusion and uncertainty for enrollees. Expert Jae Oh has suggestions for enrollees to cope with the uncertainty.

Workers have more saving opitons than ever, but many do not understand investing to reach their retirement goals. Here’s how employers can help.

While the impact of social media use on mental health has been well documented, a new survey finds that people who spend more time on social media also have worse financial self-esteem and make poorer financial decisions.

Financial expert Jeffrey Levine weighs in on the possible financial dangers of cohabitating with non-spouses and the potential to pay state taxes when transferring assets.

Make the most of your investments by avoiding unnecessary taxes. Here are some tips for tax-efficient investment strategies you can use now.

There’s more to managing your taxes than just your tax bracket. Expert Jeffrey Levine explains why tax rate management is key.

More Americans moved out of the United States in 2022 than any year since 2017. Here are their top destinations.

As the year comes to a close, now is the time to prepare for filing taxes — here’s everything you need to know, from what’s changed to common mistakes.

Expert Jeffrey Levine answers a reader’s question about whether to itemize tax deductions. He suggests ways to save on taxes with or without itemizing.