Financial Articles

Your retirement planning journey involves critical milestones that offer opportunities to maximize your savings, avoid penalties, and qualify for benefits.

When it comes to creating a strategic estate plan, a Roth IRA conversion is one option you can leverage to simplify inheritance and provide tax-free resources to your heirs.

No matter where you are in life, challenging yourself and seeking growth is key to longevity and experiencing fulfillment.

If you and your spouse or partner face a staggered retirement due to differences in age, job satisfaction, or unforeseen circumstances, it’s important to be aware of a variety of emotional and logistical challenges.

It’s that time of year again; the time when you will inevitably see an influx of market predictions for the months to come.

Contrary to common misconceptions, your Social Security benefits are not entirely tax-free. Depending on your combined income, up to 85 percent of benefits may be taxable.

Despite what society might often tell you, life (and retirement) satisfaction is not always tied to higher spending.

In his book, The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life, Sahil Bloom redefines prosperity, advocating for balance across five types of wealth: time, social, mental, physical, and financial.

Your transition from the "Accumulation Phase" to the "Decumulation Phase" is a significant financial shift that requires careful planning.

What can poor financial advice cost you besides money?

From skipping health precautions to making poor investment choices, have you ever wondered: Why do humans engage in high-risk, low-reward behaviors?

Does intelligence inevitably lead you to financial wealth?