A long-term capital gain or loss comes from the sale of an investment that was owned for longer than 12 months.

I often talk about “bucketing”—structuring a portfolio based on anticipated spending needs—in relation to overall retirement spending. Parking near-term spending needs in cash, intermediate-term ...

Time is so powerful, in fact, that waiting an extra 10 years to start investing – from 25 years of age to 35 years of age – ...

Examining the facts on the average incidence and duration of long-term care needs and who’s most likely to have a severe, sustained long-term care need. I spoke to a local investment club the other ...