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 ...

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

One size does not fit all in retirement,” Scott Hartley says in response to The Australian Financial Review reports about ...

Are you following outdated retirement advice? This eye-opening piece reveals six financial myths that may be derailing your ...

Kevin Lao, a financial planner and founder of Imagine Financial Security, recommends having six to nine months of expenses in ...

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

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 ...

Discover how effective retirement planning can secure your estate and provide for your loved ones after your passing.

Health care costs continue to rise. Here’s a planning guide for retirement and health care spending for Beaufort County ...

When preparing for retirement, one of the biggest financial decisions you may face is whether to take a pension as a lump sum ...

“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...