What do you want your loved ones to remember about you after you're gone? Unlike a legal will, which ensures that your assets are distributed accordin...

Investing in a down market may make you nervous. It definitely doesn’t feel as fun or exciting as when the stock market is on high. But that’s not the...

In the 1800s, Americans set out in covered wagons to explore the vast expanse of unsettled wilderness. What they sought varied, from farmland and home...

When you hear the phrase “retirement planning”, you probably think about building up a nest egg to carry you through your post-work years. Saving for ...

Guess what—the folks in the U.S. Congress finally agreed on something! The ($1.7 trillion) 2023 budget bill passed in late 2022 and includes the SECUR...

“Snowbird” is a word most people aren’t familiar with, but it’s quite popular among retirees. As temperatures dip throughout the U.S, many seniors lea...

Just as millions of seniors rely on Social Security for income in retirement, Medicare is another important program for older Americans. As you approa...

Many people believe that all they need for a successful retirement is earning their nest egg. But that is very far from reality. While having enough m...

When choosing a financial advisor, finding the right fit is important⁠—especially if they’ll be offering guidance on things like saving for retirement...

A new way to diversify your assets, and one of the biggest trends sweeping the financial world right now, is sustainable investing. Interest in sustai...

A day that no one looks forward to is upon us—tax day. Whether you did your 2021 taxes in February or are scrambling to complete them now, finishing i...