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I'm an Estate Planning Attorney: These Are the Two Legal Documents Everyone Should Have
Every adult should have a health care proxy and power of attorney — they save loved ones time, money and stress if a sudden illness or injury leaves you incapacitated.
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Presidents and Social Security: How Presidents Have Impacted America's First Social Insurance Policy
Since its inception in 1935, Social Security has expanded its mission and reach. Here is how each president from Roosevelt to Trump has impacted Social Security.
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Five Myths About Downsizing in Retirement
Retirees might dream of selling their home, downsizing to a smaller one and investing the extra cash for income, but the profit they pocket is often less than what they wished.
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10 Things to Know About Working in Retirement
Working in retirement could give you more money but also could impact some benefits.
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Six Big Beautiful Opportunities: Advisers' Guide to Tax and Client Strategies
Here are several ways financial professionals can help their clients maximize opportunities in the One Big Beautiful Bill Act, which extends key TCJA provisions, introduces increased deductions for people 65 and older and more.
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Eight 401(k) Mistakes That Can Tank Your Retirement
401(k) mistakes like cashing out early and not taking advantage of an employer match can upend your retirement.
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Why More People Fear Going Broke in Retirement Than Dying
Inflation, taxes and Social Security are the three top concerns for retirees, according to the 2025 Allianz Annual Retirement Study
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
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The Average IRA Balance by Age
Knowing how your IRA balance compares to your peers could be the nudge you need to save more for retirement.
