The new tax law establishes "Trump accounts" for kids to help pay for college or other expenses. But financial experts say the accounts offer fewer tax benefits than existing options.

If you’re ready to retire, put more of your money to work today. Don’t wait to do it.  Just do it. Get in touch with your ...

JPMorgan's study reveals retirees with pension-like income spend 42% more than those relying primarily on investments.

Financial advisers often use their software to run multiple scenarios for clients for planning purposes. The breakdowns they ...

If you’ve been divorced for at least two years and your ex is eligible for Social Security — meaning they’re age 62 or older ...

A summer financial checkup can include a review of your pay stub and a look at year-to-date contributions to your retirement accounts.

Today’s 6 in the City segment features host Stephanie McCoy and guest Tom Jacobs, the Owner and Founder of Jacobs Financial Services! Together, they talk about how to limit risk as you get closer ...

The way annuities affect Social Security benefits may surprise you. Here's how they interact and what to watch for.

The issue of retirement security for early educators is one facing every state in the country. When asked what kind of future ...

Some mistakes are common, like taking Social Security too soon, but several others can derail your retirement plan as well. Here’s what to watch out for.

There are multiple places where financial advisors recommend keeping your money this July. Here are five to know.

Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...