Blog

Here are some key numbers associated with estate planning, as well as the federal gift tax and estate tax rate schedules for 2021 and 2022.

In a rush to file for Social Security benefits at age 62? Many people are - but slow down and do the math first. Here are three reasons why delaying taking your Social Security benefit to age 70 is a decision you may want to consider.

April is not just about tax season and springtime. Since 2004, April has also been Financial Literacy Month throughout the U.S. Here are some ways you may celebrate Financial Literacy Month this April.

Even if your finances are far more modest than a lottery winners', there are some lessons to be learned from their mistakes. Here are three common situations in life when it's a good idea to consult a financial professional.

Here are some "been–there–done–that advice" that might be helpful if you are running your own venture. Because actually running a business is something that no one ever teaches in school.

If you have reached a point where retirement is the next big step, you need to develop a strategy that will help you cross the bridge from the world of work to the world of leisure.

Retirement is not what you retire from, but what you retire to. When you plan for retirement, an exciting new phase of life, double-check your expectations. They may not match the reality.

It's hard to imagine functioning in today's society without access to credit. However, you need to be careful not to fall victim to some of the pitfalls associated with it

One of the most vexing questions for anyone planning for retirement is: “What’s a suitable age to start receiving Social Security benefits?”

The average college student graduates with around $30,000 in student loan debt.

These individuals are part of the sandwich generation, those sandwiched between the obligation to care for their aging parents and their children at the same time.

Some see retirement as a time to start a new career. Others see it as a time to travel. Still, others plan to spend more time with family and friends. With that in mind, here are some things to consider.