Recognizing that 75 has become the new 62, financial planners are getting their clients to engage in new and different planning to live a...

Divorce is one of the most stressful life events you can experience, not far behind the death of a spouse. Financial disruption can add...

We’ve come up with this list of 10 tips we wish you knew about planning for retirement.

One of the most vexing questions when planning for retirement is: “What’s the best age to start receiving Social Security benefits?”

It's never too early to start planning for a comfortable retirement.

One variable that is hard to plan for in retirement is taxes. We don’t even know what the tax rates will be next year, so how can you...

When helping people get ready for retirement, financial advisors find the same issues come up over and over. Thinking ahead can spell the...

Your retirement portfolio might be up, but inflation is crushing your returns.

Just as a lack of planning can affect your portfolio and your future, a seat-of-the-pants approach to your RMDs could end up costing money..

Where will you get income in retirement? Many people think it’s as easy as cashing in the investments accumulated during their working ...

For the first time in nearly 20 years, the IRS has released updated actuarial or life expectancy tables. Those who take required minimum...

Retirement is a major milestone that brings many life changes. One thing that doesn’t change for most people: is the fear of running...

The idea of retiring at age 65 with a gold watch and a fully funded retirement account is a quaint notion for many Americans.

Economic Update & Market Recap: Week of January 6, 2021

This year, why not resolve to make your finances a priority? With proper planning and appropriate guidance, you can begin to build...

A tale of a jolly advisor and an angry client. ’Twas the week before Christmas and here in my chair; I sat in the office, foul weather or fa

More consumers are conducting financial transactions online and may become vulnerable to tracking, hacking, identity theft, phishing...

Because inflation affects future purchasing power, it also affects future life insurance needs. For couples like the Smiths, inflation...

Is going low-fi the key to better security? Every week there’s a new digital scare. Target was hacked. Home Depot was hacked. LinkedIn...

All sorts of nefarious schemers can come after you via the phone or email. Your tax return offers a trove of your personal information....