If you work past age 65, assuming you can delay signing up for Medicare can lead to permanent penalties and costly coverage gaps. Here's how to avoid that.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

Accumulating tens of millions in a mega-retirement account is impressive, but preserving that wealth across generations requires moving beyond standard IRAs.

By Mallon FitzPatrick, CFP®, AEP®, CLU®

The real financial question may not be how many workers artificial intelligence replaces, but how many new jobs, businesses and opportunities it creates.

By Neale Godfrey, Financial Literacy Expert

Home warranty companies often make big promises to get you to sign up, only to stall or deny expensive repairs when you need them most. Here's an example.

By H. Dennis Beaver, Esq.

Helping them out is cool, but the best gift is teaching them how to manage money, be realistic about their standard of living and learn to stand on their own.

By Lawrence Sprung, CFP®, CEPA®

Don't ignore the markets entirely, but don't let your emotions control decisions based on headlines and volatility. Here's what to do instead.

By Andrew Rosen, CFP®, CEP

Eighty percent of retirees pay $0 in federal income taxes, but since you have a pension, you're likely in the 20% who will pay taxes. What you can do about it.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

In today's story, Dr. Mark learns the hard way that you should never quit without a signed job offer, especially if you're a bridge burner.

By H. Dennis Beaver, Esq.

Regular physical fitness can defer long-term care by two years, yielding a financial return that most portfolio strategies cannot match.

By Richard P. Himmer, PhD

Women's financial literacy problem isn't a question of ability. It's that many women have been excluded from financial conversations and participation.

By Stacy Francis, CFP®, CDFA®, CES™

Converting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Are you pursuing your own financial goals or what society expects? Find out by asking what you'd change if you could redesign your life, and what you'd keep.

By Feroz Ansari, CFP®

This law, which affects out-of-state contractors, too, creates a trap by making it illegal to include complaint-withdrawal clauses in settlement agreements.

By H. Dennis Beaver, Esq.

An even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.

By Pam Krueger

Claiming Social Security too early or too late can impact your entire financial picture in retirement. It pays to carry out a proper analysis before you commit.

By Tony Drake, CFP®, Investment Advisor Representative

Women's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.

By Evan T. Beach, CFP®, AWMA®

Siblings are alarmed after their father's Alzheimer's diagnosis leads their mother to embark on an isolating move. This is how they can help keep Dad safe.

By H. Dennis Beaver, Esq.

People use "financial independence" and "retirement" as if they're the same milestone. But treating them the same is where a lot of financial plans go sideways.

By Andrew Rosen, CFP®, CEP

Women's longer life expectancies mean their long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection.

By Evan T. Beach, CFP®, AWMA®

Tax preparation calculates what you owe for the previous year, but tax planning helps lower your lifetime tax bill — and is vital for retirees with pensions.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

From strategic 1031 exchanges to 100% bonus depreciation and Opportunity Funds, this is how savvy investors are turning global turbulence into long-term wealth.

By Daniel Goodwin

Being the executor of an estate can be overwhelming, but breaking the process down into individual steps can help make it much less daunting.

By Brian Skrobonja, Chartered Financial Consultant (ChFC®)

Ignoring calls isn't just the leading cause of disciplinary complaints against attorneys — it reflects a lack of professional responsibility and empathy.

By H. Dennis Beaver, Esq.

Financial confidence in retirement depends far more on lifelong planning, discipline and risk management than simply having a massive account balance.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

Your retirement plan may be financially watertight, but if you don't have a reason to get out of bed every morning, all that effort could go to waste.

By Richard P. Himmer, PhD

True financial planning takes well-being into consideration so you're not caught out by the profound shifts you encounter when you reach midlife or retire.

By Lawrence Sprung, CFP®, CEPA®