People of many faiths choose to tithe for various reasons. If you contribute to your place of worship in this way, it may be worthwhile to consult a financial advisor to see how it fits with your retirement plan.

What if Michael Scott did not leave Dunder Mifflin to move to Colorado with Holly? What if he retired from Dunder Mifflin instead? What advice would be helpful to Michael as he prepares to retire as the world’s best boss?

When searching for an assisted living community for your loved one, it’s difficult to know exactly what to look for or which amenities matter most. Regional marketing specialist John Ruedi provides a helpful overview of key considerations as you evaluate your options.

If you have a second home or are thinking about purchasing one, you may want to think about how the proposed American Families Plan may affect how it is taxed. Financial advisor Jeff Lewis takes a closer look.

Family vacation homes often provide a retreat for you and your family to gather and enjoy each other’s company. Financial advisor Jeff Lewis discusses the emotional attachment and unique planning challenges that can come from owning a second home.

Finding a financial advisor can be a complicated and sometimes confusing process. Financial advisor Maureen Wright provides a list of important questions to ask and other considerations to help you narrow down the possibilities during your search.

Do you worry about having “bad timing” when planning your retirement? Theresa Harezlak talks about her experiences with clients and how to know if you are emotionally and financially ready to transition.

During your retirement years, there are numerous rules, elections, and key dates in your partnership with “Uncle Sam.” Let’s review key retirement milestones and some costly missteps you can avoid.

This on-demand webinar looks beyond retirement savings to help you design the post-career life that’s right for you.

While few can afford the philanthropic reach of well-known billionaires, mainstream investors can now align their investment portfolios with their personal beliefs. Senior investment research analyst Eamon Verdone provides more information about ESG Investing and how it may impact performance.

Health care continues to be one of the largest expenses in retirement. If you’re looking for a way to retire before age 65 and bridge the health coverage gap, this post presents a strategy using health care subsidies that can help reduce your expenses.

Thinking about retiring in 2021? A new year offers a fresh beginning to think about your retirement and the possibilities. It can feel exciting and overwhelming at the same time and you may have a lot of questions.