When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social...

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But...

You have the life experience to know that you always have to plan for the unexpected. Instead of letting these situations risk derailing...

Did you have the tax talk before you tied the knot? Although tax is the last topic on any newlywed’s mind, it is important to know how...

Whether your Social Security benefits are taxable (and, if so, the amount that is taxed) depends on a number of issues. The following...

The fundamental tenets of investing apply equally to high net worth investors as with any other investor, but the affluent investor needs...

Being financially healthy looks different for everyone and every life stage. But what almost everyone can agree on are the benefits of...

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources:

Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the...

Retirement can have many meanings. For some, it's time to travel and spend time with family members. Regardless of what approach you...