Health Savings Accounts may provide you with remarkable tax advantages. Why do higher-income households inquire about Health Savings...

Financially speaking, what moves might you want to make? By choice or by chance, some people wrap up their careers before turning 60. If...

A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many...

Contending with the possibility of widowhood. On average, women outlive their husbands. According to the Social Security Administration’s...

Why do so many people choose it rather than a traditional IRA? The Roth IRA changed the whole retirement savings perspective. Since its...

Take these financial lessons to heart. You have a chance to manage your money better than previous generations have. Some crucial...

Should you change jobs in pursuit of them? Or position yourself in a new way at work? Is your career unfolding as it should? If not,...

Your investment portfolio may be off-kilter, and you may not even know it. Is 80% of your portfolio held in equities? Perhaps it is...

If you live to 100, can you avoid outliving your money? Will you live to 100? Your odds of becoming a centenarian may be improving....

Too many people make these common errors. Many affluent professionals and business owners put estate planning on hold. Only the courts...

Have you considered the factors that may promote inequality in wealth transfer? Suzanne is widowed and has four adult children. Her...

The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops...