The broad-strokes timing of a basic retirement plan is fairly straightforward. You save up until the point at which, combined ...

The retirement age is between 65 to 67 years old, according to the Social Security Administration. Knowing when to retire, however, is not an overnight decision. Planning allows you to have a ...

When it comes to portfolio and financial plan maintenance, I believe that a good once-annual review is plenty, providing the opportunity to rebalance, attend to tax matters like tax-loss selling and ...

Three months seems like a long period of time, but it can speed past in the blink of an eye, especially if you’re talking about this action-packed fourth quarter. Between now and year-end, we’ll be ...

Many Americans are anxious about their retirement plans, and that’s no surprise — the process can feel completely overwhelming. That’s why getting expert financial advice can be a game-changer. So, if ...

Are you currently retired? While you may have already done the hard part of saving and planning your retirement, there are some things you should double-check every year to maintain your portfolio and ...

I've never met anyone who loves paying more taxes on their retirement income. Building a retirement income you won't outlive is hard enough without overpaying your taxes. Any strategy that helps you ...

Small companies often have a family-like feel. Employers want to ensure their workers have a plan in place for retirement and long-term financial planning. Small businesses can offer a 401(k) plan or ...

Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k).