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Are you following outdated retirement advice?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 ...

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

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

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

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

As concerns around economic instability mount, more Americans are turning to professional financial advisors to help protect ...

Retirement should be a time when you get to relax and enjoy the fruits of your savings, but that may not be the case for many ...

Financial confidence is growing across generations, with 40% of Generation Z and 36% of Millennials feeling optimistic about ...