Eight benefit decisions professors should review each fall, from 403(b) limits and catch-up rules to HSAs and taxes.

Don’t wait for a crisis to prioritize what’s most important to you.  A simple exercise can help you design the life you’ve saved for.

Some people plan for retirement, but not for long-term care. Learn how proactive custodial care planning can help you protect your assets, preserve dignity, and avoid costly mistakes.

Does it make sense to consolidate your retirement accounts? Like many issues, the answer is, “It depends.” Here are some pros and cons to consider before rolling all your retirement accounts into one.

Thinking about selling your home? Learn how capital gains taxes work for primary and vacation homes, plus strategies that may help reduce taxes and support your goals.

Explore early retirement planning strategies, including income, taxes, healthcare, and key decisions to help you retire before age 65.

If you’re planning for retirement, chances are you’ve reviewed your estimated Social Security payments. But have you done the math to see if your payments will be subject to income tax?

Explore how proposed Department of Labor guidance on alternative investments may affect university retirement plans, fiduciary responsibilities, and participant choices.

As you approach retirement, it’s easy to feel like time is running out. Don’t let mistakes hold you back from achieving your ideal retirement. Learn from others and start planning now to avoid common pitfalls.

Over the last 30 years, the divorce rate for couples over 50 has doubled, according to the Pew Research Center. There are many theories about the primary causes of this trend, including empty nest syndrome, boredom, and growing apart. No matter the reason, deciding to divorce later in life can have significant implications on your retirement plan, specifically your Social Security benefits.

This is a common question when you’re ready to plan your retirement income. Many people want to start Social Security payments as soon as they’re eligible at age 62, but did you know that if you wait, your benefits could potentially increase 8% annually?

Many people overlook their Social Security benefits before retirement. Fortunately, the Social Security Administration makes it easy to access your estimated benefits online.