When you pass away, your assets will be distributed to your heirs as outlined in your will or estate plan, including your cash,...

Your investment broker is your go-to person for buying and selling investments on the stock market. Typical brokers work for large...

Did your income tax returns (or tax burden) take you by surprise this year? Perhaps your return was much smaller than you anticipated, or...

If you’re one of the too-few Americans who has already met with a financial advisor and created a detailed estate plan, you’re already...

Buying a home can be intimidating, no matter if it’s your first home or your fourth. One of the most important things to consider when...

Investment is the key to growing your wealth over the years and building a retirement fund you can rely on. However, investing isn’t...

Most people work all their lives, waiting until the day they can officially retire. For many, retirement signifies freedom, vacations and...

Millions of retirees rely on an employer-sponsored 401(k) account to save for retirement. Assuming you work for the majority of your...

There are many reasons why estate planning is extremely important, but one of the major ones is to maximize the amount of money you’re...

Most of us understand the basics of financial planning, like setting up budgets and saving, but when it comes to more complex topics like...

Long-term care is something that every retiree likely thinks about at some point, but it can be a difficult consideration to navigate....

Most people know that creating a will is a necessary step in ensuring your possessions are passed on to loved ones after you die....

When it comes to budgeting, investing and finance tracking, finding the time to take an active role in your finances can be a real...

Tax season is upon us, and if you haven’t filed yet, you’ll need to soon. Whether you are already retired or working towards it, your...

During retirement, your tax filing plan can change significantly. New deductions may become available to you, others will become much...

You spend the majority of your working years saving and preparing for the golden age when you can retire and live freely. When retirement...

Managing investments can be tricky business, especially for someone who isn’t extremely knowledgeable about the market. With a wide...

Wills and trusts are critical components of a well-thought-out estate plan, but it’s not always clear how the two differ. Both work to...

As you grow older, your risk of requiring long-term care services increases. Unfortunately, these services are not usually covered by...

People are now starting to file their taxes for the 2018 tax year, but between changes to the tax law and general confusion surrounding...