Over the past decade, some retirees have sought to lower their RMDs by buying a type of annuity called a qualified longevity annuity contract, or QLAC. You buy the annuity with pretax money (up to a ...

We like this tax software for its solid tools for self-employed filers and free federal filing for active military members.

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A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

According to Anna Bailey, a certified financial planner at Sage Investment Strategies, accruing more debt isn’t a trend for ...

A man can expect his standard of living to decline by 21% after a gray divorce, generally defined as a marital split after ...

The start of a new year usually brings new motivation to achieve goals like eating healthier or finally cleaning your ...

How a former Texas A&M student's parents' financial struggles inspired him to build a career in financial planning and give ...

Even financial advisers make money-related New Year’s resolutions. So we asked 10 of them: What financial resolutions are you ...

Financial planning companies are undergoing a huge transformation, mostly led by the advancements in IT. On one hand, there’s ...

Soft saving is often attributed to Gen Zers who’ve watched their parents navigate strict rules around money and budgeting — ...

Learn how Wealth Enhancement compares to other financial advisors.