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

Suze Orman, the personal finance author and media personality, warns U.S. workers about a few specific retirement lifestyle ...

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

As a financial planner, most people want to know when they can retire or a certain dollar amount they need to retire. Every ...

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 ...

There's a lot of advice out there for how to prepare and save for retirement; but, once you've got your nest egg, then what? You can't just ignore your finances and put your accounts on ...

I was in my mid-30s when I first started working with a financial advisor. And the reason I didn’t start to use one sooner ...

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 ...

It sounds like you’re both on the right track, and I love that you’re already thinking about how to maintain your budget and ...

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

New York is one of twelve states that has a separate estate tax. New York’s estate tax exemption is lower than the federal ...

Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...