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

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels.

Black Americans face financial challenges in retirement, with debt and lack of financial advice hindering progress. A new ...

Three industry organizations have praised the signing of H.R. 1 – also known as the Big Beautiful Bill – calling out provisions related to tax reform.

Americans are badly misinformed about the basics of long-term care, a point driven home in numerous surveys and studies. One ...

“Sharing a home can be the single biggest lever for lowering costs. Renting a two-bedroom with one roommate often cuts monthly housing and utility expenses by 35 to 50% compared with renting a studio ...

Find your perfect retirement home without overspending explore affordable housing options that offer comfort, style, and easy ...

This year, the number Americans believe they’ll need to retire comfortably is $1.26 million, according to Northwest Mutual’s ...

One Reddit user is in this situation. The poster has indicated being on track with her husband to retire at the very young ...

When retiring early, married couples can use this little-known (and legitimate) strategy to take a six-figure income every ...

Making the Dream a Reality Early retirement is a dream for many, requiring disciplined saving, living below one’s means, and strategic financial planning. While it is often reserved for those with ...

When he becomes a GS-13 I can contribute less to his expenses. This allows him to contribute fully to his Thrift Savings Plan with Roth contributions. We have saved $6.5 million in 401 (k), IRAs and ...