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Planning for retirement goes beyond saving — it’s about designing a lifestyle you love while preparing for life’s surprises. Consider where you’ll live, how you’ll spend your time, and how to protect your future from the unexpected.

Are you asking yourself the right questions when it comes to Social Security? Here are five questions (and their answers) people always overlook.

With college costs continuing to rise, choosing between prestigious and affordable schools becomes increasingly crucial. I’m sharing the article, Expensive, Popular School vs. Affordable, Sensible School, that outlines eight practical steps

Legacy planning goes beyond a basic will. Learn about the 6 crucial documents that protect your family’s future and preserve your wishes.

According to a recent study, retirees will collectively lose $3.4 trillion in potential income—over $100,000 per household on average—because they took Social Security too early. Here’s why, and how you can avoid making the same mistakes.

As we move further into tax season this month, start watching your incoming mail for tax forms and preparing documents to file your tax returns.

Working full-time and then abruptly stopping work at 65 is no longer the only option for retirement. “Downshifting” allows for a more gradual process, benefiting both employers and employees.

A divorced person who was married more than ten years may be able to receive Social Security benefits based on their ex-spouse’s work record. Some women (and it’s usually the woman who was the lower-earning spouse) aren’t aware of...

Life expectancy is a critical element in Social Security planning. Because benefits continue for life, the total amount you stand to receive over your lifetime hinges on how long you and your spouse live.

If you are an IRA owner interested in donating to charity, a qualified charitable distribution may be an option. These 10 rules outline how a QCD should be done.

While national focus has been on uncertainty around new tax laws, there are many individual tax-planning opportunities you should consider before year-end to ensure you are getting the best deal while staying compliant.

Tips and knowledge on navigating employer-based coverage and what could happen if you don’t enroll in Medicare when you turn 65.

If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers?

Medicare is more complicated than most people think and many pre-retirees (and retirees under the age of 65) have questions about it. People are confused—both about how the system works, and how these inner workings affect their retirement.

With cybercriminals constantly prying at your door, it can be tough to know if one of them has gotten through your cyber-defenses. Do you know the warning signs that your security has been compromised?

A quick, simple and clear overview of the impact of claiming age on the lifetime Social Security income you and/or your spouse will receive.

With data breaches occurring more and more, it's important to protect personal information stored in online accounts with secure passwords. Passwords are often the weak link that allow hackers to access personal information in your account.

Parents may assume they earn too much to qualify for financial aid. However, there are a number of strategies that even wealthy families can employ to cut expenses. Here are seven steps for estimating costs and maximizing financial...

The government has become pesky about one thing—they want the tax dollars that have been locked up in traditional retirement accounts. Learn 4 ways to decrease your RMDs!

Did you know that qualified charitable contributions from an IRA provide individuals over 70 ½ with a way to receive income tax savings on charitable gifts—even if they decide to take the newly increased standard deduction?