One way to start the year on a positive note is by setting yourself up today to benefit from the tax breaks of an individual ...

Whether you're nearing retirement or still have decades to prepare, these tips can help you retire with peace of mind.

If you have an inherited IRA, there's a key change for 2025 that heirs need to know. Here's how to avoid a penalty.

Christopher McMahon, CEO of Aquinas Wealth Advisors and author of “Faithful Finances”, spoke with Quartz for the latest ...

Unfortunately, what you actually need will only be known with the passage of time. The exact number relies, of course, on ...

I will inherit a substantial amount of money. I intend to pass on my estate to my nephews and nieces and some to charities.

South Africa’s financial planning industry now boasts 5 001 Certified Financial Planning (CFP®) professionals, the Financial ...

The Secure Act 2.0 introduces a provision allowing distributions of up to $2,500 per year from retirement accounts to pay for long-term care insurance premiums starting in 2026. This change raises ...

You may have mapped out financial goals for the year —to save more, spend smarter, or stick to a budget. Whether you made New ...

The CFP remains the gold standard, but advisors should consider these other credentials based on the niches they want to ...

Retiring early always carries risk — namely, that you’ll run out of savings and end up having to eventually return to work ...

Maryland does not tax Social Security benefits, representing a major benefit for seniors in the state. For those who itemize ...