If you want to succeed in financial planning, you need to use the best-informed, up-to-date, and unbiased sources. Elliot Raphaelson shares his recommendations.
Confused about Social Security and IRA benefits under certain life circumstances? Find answers from The Savings Game.
Retirees are surprised to dind as much as 85% of their Social Security benefits could be taxable., depenings on their amount of provisional income, which includes half of their Social Security benefits plus other sources that contribute to adjusted gross income (AGI), such as wages, dividends, and capital gains.
Schwab and TD Ameritrade continue to make great progress on the integration of the two firms, with an anticipated transition date of September 5, 2023.
A mortgage can seem like a big albatross around your neck that is never going to fly away. It is tempting to chase it away by paying it off so you don't have to deal with it when you retire.
Retirees who are looking to shrink their square footage should carefully consider the kind of life they want to lead. Moves are rarely for purely financial reasons, and unexpected expenses can crop up.
In October of 2022, Rocky Mengle of Kiplinger.com wrote an informative article for Kiplinger's Money Power with advice about how to demonstrate residency in a low-tax state.
Each of us will die. Even though we know this, most find that planning for death is not easy. Preparing for the inevitable, whether close at hand or in the indeterminate future, can help your family through the difficult process of death and its aftermath. Much has been…