Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
Your former home could become an asset, if you fully understand the duties and expenses of landlording.
An estate plan can protect your assets, provided you avoid costly mistakes in your trust, ownership and more.
Retiree tips for qualifying for a mortgage without employment income.
Sure, there’s financial planning. But retirement takes some organizational and emotional preparation too.
Understand your options when dealing with an old retirement account.
Envisioning your retirement in three distinct stages, or "buckets," may help your planning.
Medicare's drug coverage gap may be shrinking, but medication costs may still present a financial challenge.
Get your employees to pay attention to their financial planning and future.
There are some compelling reasons for delaying your Social Security.
If you qualify for a Roth IRA, it might make sense to limit a 401(k) to employer match.
Retirement savers are wise to max out their 401(k) or IRA, but must be aware of the annual pre-tax limit.
For some retirees life insurance may provide a useful option to supplement income.
Don’t let college costs, market volatility, or longevity risk give you nightmares.
In some cases renting may mean less cost, fewer chores, and more fun.
Millennials should start saving early for a fatter nest egg.
Build a 3-way strategy with tax-advantaged retirement accounts, home equity, and Social Security.
Millennials must pursue a disciplined approach of paying student loans while saving for retirement.
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Insurance, annuities and investment accounts
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