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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.

While financial independence may be a common goal for many individuals, women tend to face unique challenges that would otherwise enable them to participate equally in the financial world. Despite these inherent challenges, many women can and do achieve financial independence without relying on a spouse’s income.

Savant’s pulse survey on inflation shows that Insights e-newsletter readers are taking steps to combat inflation, but most are “not worried” about the impact of inflation on their ability to retire when they’re ready.

The invasion of Ukraine, stubborn inflation, and concerns about interest rates have all contributed to a rough start to 2022 for investors. In trying to make sense of the markets, you may find it easy to succumb to emotional biases and kneejerk reactions based on news headlines.

Gallup defines employee engagement as the involvement and enthusiasm of employees in their work and workplace. There are several approaches to increase engagement and productivity on your team.