Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.

It can be difficult to manage the anxiety about providing financial help your adult children. You have to walk a fine line between your desire to help them avoid the struggles you went through versus teaching them financial self-sufficiency.

Discover why Dover, DE, is an ideal retirement destination for tax-conscious retirees. Learn how a fiduciary advisor can help you maximize these advantages.

Nearly a quarter of Americans prefer to take their vacations during the winter. But what if you’re retired and want to stay longer? Consider becoming a “snowbird.”

While discussing finances with your partner can be a sensitive topic, it doesn’t have to be. In fact, having conversations about financial planning can be informative and even enjoyable, helping couples determine if their financial goals align.

Supporting adult children financially while encouraging their independence is a common parental challenge. The level of support – from monthly assistance to down payments – impacts family relationships and future financial habits.

Federal funding cuts have sparked concerns about job security and financial stability for many, including those not directly reliant on government funds. A proactive approach emphasizes assessing your finances, adjusting your plan, and staying flexible to help protect your financial future.

Longing to trade snow boots for flip-flops? You’re not alone. Many people dream of escaping winter’s grip, and two enticing options exist: becoming a snowbird or permanently relocating to a sunnier climate.

As we step into 2025, navigating the unpredictable currents of change will be inevitable. From geopolitical shifts to market surprises, the past year reaffirmed that uncertainty is the only constant. Here are three critical investing traps to avoid in the year ahead.

Whether you’re working or retired, Q1 is the perfect time to revisit your financial goals. Are you on track  for retirement, saving for a major purchase, or adjusting to changes in your lifestyle? Reviewing and updating your goals can help you make informed decisions about your spending, savings, and investments.

Losing a loved one is a deeply personal and difficult experience. During this challenging time, financial security may be the furthest thing from your mind. However, Social Security survivor benefits can offer some much-needed stability as you navigate this new normal.

Discover 10 tax-free alternatives to withdrawing from your retirement accounts, including using your HSA, exploring margin loans, and leveraging home equity.