Do you know the difference between tax preparation and tax planning? We can help. Because while they sound similar and are sometimes used …

Let’s cut to the chase: When should you really apply for Social Security? It’s something we get asked every day. That’s because Social Security is …

Reader’s Question I’m 54 and have worked for the state of Kentucky for 20 years. Our pension fund is in terrible shape and I’m nervous I’m not going …

Are you 100% confident in the decisions you’re making with your savings? We’ve seen a lot of hard-working people who are about to retire make a …

When you think back to when you first began working, didn’t retirement seem like it was a lifetime away? Yet, here you are. Every decision you’ve …

Take a moment and think of the women in your life. Your mother? Your sister? Your partner or wife? Yourself? And if you were to ask each how they …

Think you’ll travel more once you retire? 70% of Americans say they will.1 In many (though certainly not all) ways, traveling today is easier than …

3 ways tax scammers are targeting you Think you can tell a fake IRS notification from a real one? Don’t be too sure. Because while it can be easy to …

Reader’s Question: I’m 58 and I’ve saved a lot of money. I think maybe things like index funds are too simple for me. Should I start looking at more …

Do you know exactly how Social Security is going to shape your future? If you don’t, you’re not alone. Social Security has become one of the most …