Depending on the size of your pension, you might be able to stop worrying about hitting a specific savings number and start focusing on ways to use your wealth.

Thanks to sequence of returns risk, the investing strategy that helped you accumulate a healthy sum for your retirement can work against you once you quit work.

High-net-worth women are redefining financial freedom and aligning wealth with values — without sacrificing returns. Financial plans must evolve with them.

Some newly graduated broadcast journalists are finding themselves trapped in low-paying roles because of contracts that impose penalties if they try to leave.

An estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.

Although millions of Americans don't have access to a 401(k), there are plenty of other ways to save for retirement. And the sooner you start, the better.

Real life can lay waste to shaky retirement income formulas. It's better to build a stable plan for your money in three layers: Need, want and grow.

Even the best financial plan can be derailed when we're too overwhelmed to follow the guidance it sets out, or worse, think we can always act on it tomorrow.

Cash balance plans are underused despite their potential to boost retirement savings and reduce tax liability for high earners. Time to give them another look.

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

If you wrote off annuities in the past, you might be surprised to learn that higher interest rates and major product improvements have made them more effective

Retirees can trade financial anxiety for peace of mind by adopting these practical habits that build on structure, flexibility and consistency.

Want to save for a child's future? Here's a look at the most common account types for starting their nest egg, even if you don't know what they'll need at 18.

Investors should look at energy investing as a strategic asset class influenced by policy, security, infrastructure and capital discipline.

Modern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.

Major life changes can your estate plan outdated fast. Here are the three instances that should spur an update right away.

"Fiduciary" is sometimes used to blend legal obligations, professional ethics and marketing language into one trust-building slogan that could be misleading.

Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.

Before rushing into your next property exchange, ask yourself if you want another investment or the freedom of a life beyond real estate management.

Do you know how you'll afford to age in place, help kids and grandkids now and after you pass and avoid making compromises on your healthcare?

Current laws are largely ineffective at protecting accident victims from "fast cash" companies that buy structured settlements. Here's how to protect yourself.

Building resilience and making smart, long-term decisions throughout every stage of your business' lifecycle is what success is all about.

Your spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.

Effective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're able to leave a lasting legacy.

Business owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.

Like your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.

1031 exchange investors have more options than ever to build their portfolios. Here are the risks and questions to ask when choosing sponsors to work with.

Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.

Two people can spend years saving for retirement and never once discuss what they actually want from it. A few hard conversations now can prevent trouble later.

A growing number of Americans are working past retirement age. But what happens to Social Security, tax and healthcare when you keep on working?