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What is a rollover IRA, and do I need one?

Oftentimes, when you move funds over from an employer plan to an IRA, your financial institution may suggest that you use a rollover IRA to receive the funds. Is a rollover IRA a good option for you?

Frugal Retirees

Now that you’ve arrived at retirement age you find it hard to spend your savings, not knowing what the future will bring. Does that sound like your situation?

Five things to know about 529 plans

It doesn’t matter if your child is still learning to count or deriving equations with ease, there’s no better time to get started saving for his or her college education than right now.

What investment choices should I make to live comfortably in retirement?

In order to live comfortably in retirement, you’ll need income to replace the paycheck you brought home during your working years.

Is It Wise to Trade Your Pension for a Lump Sum?

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.

Converting Retirement Savings to Retirement Income

You've been saving diligently for years, and now it's time to think about how to convert the money in your 401(k)s (or similar employer-sponsored plans) into retirement income

Planning your retirement? Five questions you should ask.

It may be startling to think about, but with many retirements lasting 20 to 30 years or longer, you could actually spend a third or more of your life in retirement.

No kids, no plan? Bad idea.

Often, financial planning – especially estate planning – is focused on children and heirs. But if you have no children, your financial planning needs are different from families with children. What have you and your partner potentially overlooked?

Are You Ending 2016 Healthy, Wealthy, and Wise?

Although the year is drawing to a close, you still have time to review your finances. Pausing to reflect on the financial progress you made in 2016 and identifying adjustments for 2017 can help you start the new year stronger than ever.

The giving season: Six tips for making smart and effective charitable donations this holiday season

The holidays are a popular time for charitable donations. With so many charities to choose from, it's more important than ever to ensure that your donation is well spent.

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