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Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

There are a number of savings alternatives that could help you earn a reasonable rate of return.

Before making investment decisions, it is helpful to determine the real rate of return on the investment.

Biweekly mortgage payments can have a dramatic effect on the amount of interest homeowners have to pay.

There are numerous investment alternatives available to help provide liquidity.

The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

An A-B trust can be an effective way to help reduce estate taxes and preserve family assets for heirs.

A living trust can help control the distribution of your estate upon death.

Life insurance can be used to help preserve the value of your estate for your heirs.

To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

Careful estate planning is still one of the most important ways to manage and protect your assets for your heirs.

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

The labels growth and value reflect different approaches that can be used when making investment decisions.

Understanding different types of investment risk can help investors manage their money more effectively.

Stock market indexes can be useful benchmarks for gauging the performance of an investment portfolio over time.

Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.

ETFs have unique attributes and attempt to track all types of indexes, industries, or commodities.

If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

Living benefits can help protect variable annuity owners from running out of money in retirement.

Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.

The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

With the changing pension landscape, it is important to take charge of your own retirement security.

There are key dates after you turn 59½ that can impact your taxes, Medicare eligibility, and retirement benefits.

There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

An indexed annuity may provide some upside potential and downside protection.

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Annuities, an insurance-based financial vehicle, can provide many benefits that retirement investors might want.

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

Medicare is the federal health insurance program for those persons age 65 and over. But what does it cover?

When selecting a life insurance policy, examine all your options, as well as the positives and negatives of each type.

The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

An annuity is a contract between you and an insurance company to pay you future income in exchange for premiums you pay.

If you have a family who relies on your income, it is important to have life insurance protection.

If you were to suffer an illness or disability that required long-term nursing care, would you be covered?

For the grantor, there are a few potential tax benefits that can come with setting up a charitable trust.

IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.

Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.

United States tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.

Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.