Understanding Social Security

Over 60 million people today receive some form of Social Security benefits, including approximately 39 million individuals age 65 or older. (Source:... Read the full article

Six keys to successful investing

A successful investor maximizes gain and minimizes loss. Though there can be no guarantee that any investment strategy will be successful and all... Read the full article

Health insurance in retirement

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is... Read the full article

Deciding what to do with your 401(k) plan when you change jobs

When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is, or take it with you? Should... Read the full article

Tax planning for income

The goal of income tax planning is to minimize your federal income tax liability. You can achieve this in different ways. Typically, though, you'd... Read the full article

The best ways to save for college

In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay... Read the full article

The sandwich generation: juggling family responsibilities.

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to... Read the full article

Understanding long-term care insurance

It's a fact: People today are living longer. Although that's good news, the odds of requiring some sort of long-term care increase as you get older.... Read the full article