Having your own tax-deferred retirement account is a bit like having one of those self-titrating morphine buttons that hospitals use: Press it whenever you need quick relief.

Nov 10, 2014 10:34 AM EST

If you are the kind of steadfast investor who buys a mutual fund and holds it forever, prepare to pay for your loyalty next April, when you settle up your 2014 tax bill.

Oct 23, 2014 12:15 PM EDT

It makes sense, given the gains workers have seen in their retirement plans and in home prices in recent years, that they would consider tapping their 401(k) accounts to buy homes. And that is exactly what a growing number of workplace savers are doing, according to a new study from Fidelity Investments.

Oct 02, 2014 12:27 PM EDT

When everyone else starts loading their backpacks and shopping the back-to-school sales, I know it is time for me to dive back into TurboTax.

Sep 05, 2014 11:12 AM EDT

Investors who wish they were better at buying low and selling high actually have a tool that can force them to do just that. It's called "rebalancing" - the practice of regularly re-allocating a portfolio so the investments in it stay in their originally intended proportions.

Aug 14, 2014 11:52 AM EDT

The financial advice business is changing dramatically in every aspect, from how advisers spend their time, to what they charge, to how they label and promote themselves.

Aug 13, 2014 01:56 PM EDT