Latest
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12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.
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The $1 Million Retirement Question: Are You Being Tax-Smart About Your Pension?
A financial planner raises some key considerations for navigating retirement with a pension and recommends four strategies.
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Dementia Hot Spots: Is Your Region Raising Your Risk?
Why a 25% higher dementia risk could be tied to your U.S. location. But you're not powerless; there are 14 ways to lower your risk.
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Divorce and Your Home: An Expert's Guide to Avoiding a Tax Bomb
Your home is probably your biggest asset, so if you're getting a divorce, the stakes are high. Keep it? Sell it? You need to have a good plan in place for how to handle it.
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I’m retiring in 2025, but I can’t sleep because of worry and fear. What should I do?
Get a better night's sleep by overcoming these five retirement fears.
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How to Protect Your 401(k) in a Down Market: Seven Solutions
Seven strategies to safeguard your funds if your 401(k) balance nosedives in a down market.
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I’m burned out at work, but I dread retirement boredom and loneliness. Now what?
We asked the experts what to do when you're stuck on the fence.
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Fewer Agents, Fewer Audits: How IRS Staff Cuts Are Changing Enforcement
Significant reductions in the IRS workforce appear to be increasing the number of 'no change' audit closures. The shift could potentially increase the overall tax gap — the difference between taxes that should have been paid and those that were.
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What if You Could Increase Your Retirement Income by 50% to 75%? Here's How
Combining IRA investments, lifetime income annuities and a HECM into one plan could significantly increase your retirement income and liquid savings compared to traditional planning.
