Latest Articles
Tue, Jan 28, 2025
The Social Security Fairness Act: Social Security Benefits Are Changing in 2025
2.8 million Americans are expected to receive a hefty lump-sum payment in missed Social Security benefits from 2024, thanks to the new Social Security Fairness Act. Discover the changes coming in 2025—and who will be impacted.
Tue, Jan 21, 2025
How to Manage Longevity Risk
What happens if you outlive your money? Explore how you might safeguard your retirement savings with strategies for withdrawals, taxes, Social Security, and more.
Tue, Jan 14, 2025
Where Should You Live in Retirement? Unusual Destinations to Consider
Many retirees are opting to escape the crowded coasts for these under-the-radar retirement destinations. Discover a range of hidden gems to suit your lifestyle and budget.
Tue, Jan 7, 2025
How Do I Know I’ll Have Enough in Retirement?
Will your retirement plan support your lifestyle? Let’s run the numbers. The Monte Carlo simulation can help reveal your likelihood of success.
Tue, Dec 31, 2024
2025 Wealth Planning Guide: Your Month-By-Month Checklists
What if you could make the wealth planning process less overwhelming with broken-down tasks throughout the year? This guide lays out important deadlines and actionable steps month by month to help you get (and stay) organized in 2025. Your future self will thank you!
Tue, Dec 17, 2024
Should You Donate to Charity for the Tax Benefits?
Thinking about year-end charitable donations? Make sure you’re clear on the “why” and “how” behind your giving—and the tax implications.
Special Report
6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.