5 tips to help you focus and enhance your retirement savings strategy in 2021.

When it's time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money.

If there is one thing the COVID-19 stay-at-home orders demonstrated, it was the need to find joy in simple pleasures.

Here are some things to consider as you weigh potential tax moves before the end of the year.

Many people intend to retire in the place they call home, where they have established families and friendships. But for others, the end of a career brings the freedom to choose a new lifestyle in a different part of the country — or the opportunity to preserve more wealth and protect it from taxes.

This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you've been thinking about converting your traditional IRA to a Roth, now might be an appropriate time to do so.

The 2020-2021 academic year is right around the corner, and the coronavirus pandemic has upended the college world, like everything else. Here are some things to know about the changing college landscape.

Dramatic market turbulence has been common in 2020, and you can't help but hear about the frequent ups and downs of the Dow Jones Industrial Average or the S&P 500 index. The performance of these major indexes is widely reported and analyzed in detail by financial news outlets around the nation.

Congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. The legislation may make it easier for Americans to access money in their retirement plans, temporarily waiving the 10% early-withdrawal penalty and increasing the amount they could borrow.

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end.

In recent decades, well-known economists have advanced the theory that investors' decisions can be driven by human emotions such as greed and fear, which helps explain why asset prices sometimes fluctuate erratically.

The Roth "five-year rule" typically refers to when you can take tax-free distributions of earnings from your Roth IRA, Roth 401(k), or other work-based Roth account.

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward.

Wills and trusts are common documents used in estate planning. While each can help in the distribution of assets at death, there are important differences between the two.

Your ability to earn an income may be your most valuable asset. It might be difficult to make ends meet if you are unable to work due to illness or injury.

The Coronavirus Aid, Relief, and Economic Security (CARES) Act contains many provisions. Here are five that may benefit you or your business.

Social Security is much more than a retirement program. Here are four times in your life when Social Security might matter to you or the people you care about.

Now that tax season is over, you may want to file your most recent records and discard older records to make room for the new ones.