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Financial Planning (4)105 Articles
![An older husband and younger wife smile at each other while cooking.](https://foolwealth.com/hubfs/GettyImages-AA033240-1.jpg)
Tue, Apr 9, 2024
Retirement Planning for Spouses with an Age Difference
Couples with a significant age gap may have to plan for effectively two retirements. Here are the things to consider.
![Form 1040](https://foolwealth.com/hubfs/tax%20return%20IRS%20form%201040-1.jpg)
Tue, Mar 26, 2024
Tax Credits vs. Tax Deductions: What’s the Difference?
Get the lowdown on exemptions, above-the-line deductions, refundable vs. nonrefundable credits, and savings you might not have considered.
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Tue, Feb 6, 2024
Could an In-Service Distribution Be a Good Idea for You?
You might not have to wait until you’re retired to start withdrawing funds from your employer-sponsored retirement account. Is it a smart idea? Discover the potential benefits and drawbacks.
![Young girl in small house](https://foolwealth.com/hubfs/GettyImages-1440488031.jpg)
Tue, Jan 16, 2024
Should I Pay Off My Mortgage Early or Invest More for Retirement?
Extra money certainly isn’t the worst problem to have. But when you have a new lump sum, or extra wiggle room in your budget, you’re faced with tough choices – especially if you have a mortgage. Is it smarter to invest your extra cash, or pay down your debt?
![A line of people with their arms outstretched and their eyes closed](https://foolwealth.com/hubfs/people%20relaxed%20doing%20yoga.jpg)
Tue, Jan 9, 2024
Could Your Health Savings Account Boost Your Retirement Readiness?
Most people who have a health savings account, or HSA, use it to save money for medical care. The power of an HSA surprisingly goes way beyond taking care of your physical health – it could be the one of the strongest moves for your financial health, too.
![Couple talking with a wealth advisor](https://foolwealth.com/hubfs/GettyImages-1502889034.jpg)
Tue, Jan 2, 2024
2024 Wealth Planning Guide: Your Month-by-Month Checklists
Financial checklists, deadlines to mark in your calendar, and monthly tasks – this guide is designed to make wealth planning easier in 2024.
![6 Sources of Retirement Income](https://20547854.fs1.hubspotusercontent-na1.net/hubfs/20547854/blog-six_sources.jpg)
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.
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