The Tax Cuts and Jobs Act lowered tax rates for most taxpayers and nearly doubled the standard deduction. Most provisions of ...

Caring for aging parents isn't cheap. However, many millennials are currently -- or will soon be -- trying to fit the cost of their elderly parents' long-term care into their budget. As of 2023, ...

In reality, though, the best move for a lot of people is to take the tax hit and convert a lot of money quickly, says Laurence Kotlikoff, an economics professor at Boston University. “Go big or go ...

There’s a widespread rule of thumb that retirees need about 70% to 80% of their pre-retirement income. However, this ...

We’re often encouraged to do our best to save well for retirement. And you may have a certain savings goal you’re hoping to ...

Don't let yourself fall into the same trap. I'm at an age where most of my peers aren't retiring. But in recent years, I've ...

“Many of us have extravagant plans about what we wish to do in retirement – travel, renovations, upgrade the car once every ...

Taking the time to check off these steps will help you retire with confidence in 2025. Remember, planning isn’t just about finances — it’s about creating a fulfilling and worry-free lifestyle. By ...

There are five main choices for the self-employed or small-business owners: an IRA (traditional or Roth), a Solo 401(k), a SEP IRA, a SIMPLE IRA or a defined benefit plan. Many, or all ...

Learn how to create a personalized drawdown strategy that maximizes your retirement income while minimizing your tax burden.

Surely everyone wishes they could be more organized with their finances, even if they are fairly responsible about them.

Until your needs for the next chapter of transition or retirement are put on paper, there is likely fear about the unknown.