Peg Webb News Today

About a quarter of 401(k) account owners who do tap their funds prematurely borrow an average of 11% of their account assets.

Most U.S. adults have a financial regret, most common is not saving early enough for retirement, carrying credit card debt, and no emergency fund.

Aligning your investments with what matters most to you is essential to living life authentically. But figuring out what you value the most isn’t always straightforward.

Five essential documents are needed to make sure your estate is distributed according to your wishes.

Is being a saver or spender wrecking your marriage?

A good adviser will help you construct a manageable budget, let you know when your spending exceeds your means, and advise you when you need to dial it back.

Planning today improves the odds that your savings and investments will help you maintain your desired lifestyle after you stop earning a regular paycheck.

Your Money Matrix is a proprietary tool that helps you visualize — almost in 3D — how you’ll be able to generate the steady, reliable income you need over your lifetime.

Americans stand to inherit trillions of dollars over the next few decades.

Wealth Column: Make sure you leave about 10 days or more to make sure all of your tax-driven sales or purchases are recorded in 2023.