Learn About the Latest Trends in Financial Planning

Catch-up contributions can be a great way to make up for lost time when it comes to retirement savings. Are you eligible?

Looking for a simple formula to figure out how many years it will take for your investments to double? The Rule of 72 can help. This simple guide will help answer your questions.

If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.

Following the CARES and SECURE Acts, the rules for RMDs have changed in 2021. This summary will show you how.

Do you have enough prepared to enjoy retirement how you imagined? These four tips can help you figure out how much money you'll need to retire comfortably.

Did you know people are Googling the word "Inflation" at a record-breaking rate? If the economic uncertainty of the past year has you scratching your head as well, here's what you need to know about inflation and your investments.

If you're earning six figures or more a year, you may hit some unique financial hurdles when it comes to saving for retirement. Here's what we mean and what you can do to overcome them.

After a tumultuous 2020 election season, inauguration day is almost here. If you are a high-earner, here are 6 challenges that could arise during a Biden administration.

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

Being self-employed doesn't mean your retirement plans need to suffer. There are many self-employed retirement options that can help with your finances later in life.

While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.

As you start reaching your career finish line, your employer’s offer of an early retirement package might seem too good to pass up. Before accepting, it’s important weigh the pros and cons that will impact your short- and long-term financial situation.

As people retire and enter the empty-nest phase of life, many choose to downsize their living space. If a more affordable and maintainable home would better meet your needs later in life, this might be a good option for you to consider.

Do you know how you will afford retirement? Many people strive to generate their retirement income through a combination of options. This includes social security, a 401(k), an IRA, or even alternative investments.