Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?” Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses...

Are you financially secure (e.g., adequate emergency fund, no high-interest debt, adequate insurance, financially solvent, etc.)?

Over the past two decades there has been an explosion of supportive housing alternatives, and the options are no longer limited to a choice between staying at home or moving to a nursing home.

IRAs come with a lot of rules, especially when it comes to taxes. Failure to follow the rules can result in penalties, excise taxes, double taxation, and in a worst-case scenario, the loss of your tax-deferred status.

For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial confidence…

Passing on wealth is not just about getting financial assets to future generations. It’s also about passing on what you think is important and avoiding damage to your children’s relationships with each other. Unfortunately, research shows that for many families the...

Wondering how to maximize your Social Security income? It’s not as difficult as you may believe. Here are three options almost anyone can do.

Remember & Honor Those Who Have Served & Sacrificed for Our Freedoms! This is from the website of the U.S. Department of Veterans Affairs: The Origins of Memorial Day Three years after the Civil War ended, on May 5, 1868, the head of an organization of Union...

The collapse of First Republic Bank is a harsh reminder that any stock can go to zero, no matter how established a company is, or how loyal and wealthy its customers are. The failure of what many considered to be a rock-solid regional bank should serve as powerful...

Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Over two million elderly people are known to fall victim to elder fraud...