Your financial journey begins with a plan.
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?
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?
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.
In order to live comfortably in retirement, you’ll need income to replace the paycheck you brought home during your working years.
Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s.
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
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.
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?
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 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.