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

Americans are facing longer retirement as well as higher prices and their savings may not stretch as far as they'd like, a ...

Kevin Lao, a financial planner and founder of Imagine Financial Security, recommends having six to nine months of expenses in your emergency fund. He suggests keeping this money in a high-yield ...

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

It’s the reason that 76% of retirees have seen someone struggle with the transition to retirement and that nearly half say ...

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

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

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 ...

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

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

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

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