If you’re new to the family gifting process, you may not realize there’s more to it than simply writing a check. It’s important to consider the emotional implications as well as the tax and legal implications of giving a large financial gift.

While navigating the sea of retirement advice can feel overwhelming, don’t let it stall your saving efforts. Debunking these myths can help empower you to take charge and build a brighter retirement future.

How retirement planning shifts for households in Chicago’s Western Suburbs, from Illinois tax treatment and Social Security timing to healthcare and estate planning.

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.