This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

My pension after taxes is estimated at $6,500 per month. I’m eligible at age 60 to access $2,400 per month of my husband’s ...

Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...

Have you put off thinking or planning for retirement only to find it's right around the corner and you're not sure what to do ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s ...

Financial planning is a process through ... at least enough to lock in your employer match. Because much of retirement planning hinges on the power of compound earnings and interest, it's critical ...

Unexpected expenses can catch anyone off guard, and if your emergency fund is running low, you might consider tapping into ...

Being childfree reshapes your entire financial future. Explore strategies for living a financially independent life.

The Social Security retirement age increased in 2025. Find out what this means for you, how it affects your benefits, and the ...

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

Retirement is a new chapter in your relationship, one that offers opportunities to grow together and build the life you’ve ...

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.