Fact checked by Vikki Velasquez When most people imagine their dream retirement destination, Nashville might not immediately come to mind. Yet Tennessee’s vibrant capital city is an option worth ...

Financial advisors often cite the ”rule of 25”, which says that you can retire comfortably if your assets are worth at least 25 times your annual expenses. However, this rule of thumb doesn’t account ...

U.S. President Donald Trump is expected to sign an executive order in the coming days designed to help make private-market ...

Assessing the new over-65 deduction and its implications for Social Security taxation, as well as new rules for charitable ...

Nearly half of Americans lack a financial plan. Learn the psychological reasons for delaying, how planning reduces stress, and how to get your plan started.

Social Security will replace only about 40% of your salary, on average. A solid financial plan will help you plug the gap so ...

Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is ...

For dependable income, consider using a bucket strategy and annuities in tandem to promote structure, flexibility and peace ...

Ready to retire? Learn the personal, financial, tax, and healthcare steps to take at least 5–10 years before your retirement ...

Portfolios have building blocks that determine whether family capital survives market shocks, tax‑code changes and ...

Eric Roberge and his wife, both financial advisors, changed their minds about having a baby but made five money moves first.

Eric Roberge and his wife, both financial advisors, changed their minds about having a baby but made five money moves first.