This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?

Health care costs continue to rise. Here’s a planning guide for retirement and health care spending for Beaufort County ...

Working while collecting Social Security can make good sense for some seniors. Those who want to work part-time but still ...

From optimizing Social Security benefits to finding purpose in your golden years, this expert advice covers aspects of retirement planning for the average American.

Furthermore, the TCJA put a $10,000 cap on the state and local tax (SALT) deduction. If the cap is retained once the TCJA ...

Planning for retirement isn’t something you should wait until your 40s or 50s to do. The earlier in life you start, the more ...

Seniors who want to stay in their homes also might need to get a bit more tech-savvy. The National Institute on Aging, in its ...

American retirees are in the worst shape financially than ever before, but the trend only continues to worsen. Learn more ...

The Albanese government has put forward a bold proposal to tackle the challenges of Australia’s swelling retirement pool, in an effort to allow superannuation funds to play a more active role in ...

By focusing on the core principles of sound money management, risk mitigation and long-term planning, you can create a ...

When you are preparing for retirement, there are a ton of important decisions you must make. For many people, it’s overwhelming to make all of these choices. That’s where basic rules of thumb come in.