This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

My pension after taxes is estimated at $6,500 per month. I’m eligible at age 60 to access $2,400 per month of my husband’s ...

Acing all the key components of retirement planning is akin to getting a perfect score on the SAT college entrance exam. It’s ...

Orman has been a guiding light for many when it comes to managing money, especially around retirement income sources. Here are some of her most valuable pieces of financial advice for you to ...

Do you have a specific age when you want to retire, like 60 or 70 or somewhere in between? If you are targeting a certain ...

A financial advisor’s assistance at the decumulation phase is beneficial in assisting retirees to adjust from ...

The Ultimate Guide to Retirement in South Africa is available at leading retailers and online platforms. For more information ...

Hiring a financial advisor can be a controversial subject. Some people swear by the advice their advisor provides, but others ...

Retirement is a new chapter in your relationship, one that offers opportunities to grow together and build the life you’ve ...

Being childfree reshapes your entire financial future. Explore strategies for living a financially independent life.

Allworth Financial’s Amy Wagner and Steve Hruby, CFP ®, answer your questions. If you, a friend, or someone in your family ...

retirement planning, investing and insurance, a CFP® professional can take a holistic look at your overall financial picture ...