If you’re wondering if and when to downsize your home, here are five considerations that can help you better evaluate your decision.

If dispersing money to charity and acting with tax efficiency in mind are two of your financial objectives, consider qualified charitable distributions (QCDs).

Regardless of how well-prepared you believe you are for retirement, it’s critical to understand how key expenses can derail even the most thorough plans.

Retirement is expensive. Fortunately, there are steps you can take to ensure such expenses don’t become a source of stress in your golden years.

In recent years, the line between registered investment advisors (who deliver advice) and registered representatives or brokers (who sell products) has blurred.

When leveraged correctly, life insurance can help accomplish a whole lot more than just paying a lump sum of money to a designated beneficiary.

We’ve compiled a list of key retirement topics and how to address them with your spouse so you can reach a high level of mutual alignment before you retire.

Only 30% of workers surveyed are “very confident” they’ll enjoy a comfortable retirement. Here’s how you can do better.

When you retire, you’ll want to ensure you can live comfortably and without the constant worry of how to pay your medical bills.