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Incorporating alternative investments into a portfolio is an art and a science. Let’s examine the data and whether it supports including alternatives into a portfolio or if investors may be better off sticking with a tried and true portfolio of stocks and bonds.

While some taxpayers may look forward to their refund, others prefer to make sure their taxes are covered throughout the year by increasing their withholding amount. If you want to adjust the amount you withhold, it’s time to update your W-4 Form.

A second (or third) marriage isn’t just a new chance at love – it’s an excellent opportunity to review and refresh your financial situation. Having open conversations about your financial status upfront can clarify expectations and reduce any outstanding questions in the future.

If you are retired or on your way to retirement, it’s likely you have opportunities to implement tax savings strategies. Here are five Tax-Smart Retirement strategies to consider.

Owning a vacation home may provide great tax benefits, but the rules can be tricky (and it’s important to avoid common misinformation). This article explores the tax benefits of owning two common types of vacation properties – a personal residence and a mixed-used rental.

If you have a pension plan at your job and are considering retiring with a lump-sum distribution in the near future, the Federal Reserve’s planned interest rate increases may make it worth your while to retire sooner.

It’s easy for grandparents to spoil their grandchildren with presents, visits, and cash inside birthday cards. But if you want to make a longer-term impact, consider funding 529 college savings accounts.

This week marks Global Money Week, which touts the importance of helping young people develop good financial habits. With that in mind, we’ve compiled a list to help kids of any age explore financial literacy.

Winning big after a night of gambling can feel exhilarating. Having Lady Luck on your side can feel great, but don’t forget that Uncle Sam will also want his share of your winnings.

Through divorce, widowhood, or later marriages, many will need to manage their finances on their own at some point in their lives. This webinar can help you prepare for the unexpected and help you progress along the road to financial peace of mind.

More retirees are heading back to the classroom to pursue a degree, master a new skill, or learn more about their favorite subject. There are many options to choose from and most offer reduced tuition for seniors.

For generations, most of us have had a clear-cut path. But the way we think about life, work, and retirement has shifted. This is not your grandfather’s retirement.