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Retirement is meant to be a relaxing time after years of hard work. Careful, tax-smart retirement planning can help protect your assets from unnecessary taxes and help set your mind at ease.

When it comes to managing your finances, it’s easy to focus just on investments. While investment performance is undoubtedly crucial, a holistic approach to financial advice goes beyond the numbers.

Disagreements about inheritance, lending money, or spending habits can cause discord among family members, leading to rifts that can last for years. But it doesn’t have to be this way.

The divorce process can be challenging. Once the divorce decree is final, the last thing you may want to do is more paperwork. That’s why so many divorcees lose sight of the critical step of updating their will.

While having insurance is crucial for safeguarding against risks, it’s important to strike a balance and avoid the pitfalls of being excessively insured. Consider the following guidelines to prevent over-insurance.

Should you continue working with your parents’ advisor after inheriting their money? Here are some questions to ask yourself.

Financial advisor Jakob Loescher answers the question, “Can I Still Retire in a Down Market?”

Prenuptial agreements can be a sensitive subject. However, if carried out in a capable manner, they can be a helpful tool to build healthy financial futures.

There has been very little movement in the standoff between the Biden administration and House Republicans over how and whether to raise the U.S. debt ceiling. Now, with just a week to go until Yellen believes the government could default, some Americans wonder if a resolution can be reached.

If you’re caring for a loved one with special needs or disabilities and you’re not sure where to turn, what to do, or how to do it, you’ve come to the right place. Here’s a checklist to help you become as organized and buttoned up as possible.

As parents age, their financial needs and abilities can change. It’s not always easy to recognize when they may need help managing their money or making important financial decisions.

Watch financial advisor Joel Cundick answer the question, “How do I know when I can retire?” and why it’s more than just a math equation.