As you prepare for the family business succession/transition process, it’s important to address the underlying issues at play before you calculate you...
At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. That's why it's particular...
Many investors often fail to think about required minimum distributions (RMDs) for their retirement accounts. That oversight can lead to unnecessary t...
The Federal Insurance Contributions Act (FICA) applies a social security tax and Medicare tax to earned income. The Medicare portion of the FICA tax i...
Social security benefits make up a significant portion of retirement income for many Americans. When it comes to how much you will receive, you may be...
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401...
Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer c...
Posted by David Haughton, JD
Brad McMilian here. One of the key pieces of news to hit my desk this week was that the social security trust fund was p...
Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be quite complicated. Take the following quiz to see how w...
A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and ob...