Using an HSA (or health savings account) as a retirement account is the most underrated way to save and invest. One of my ...

A single decision could impact your income for the rest of your life. Before you make that call, here are just a few things you absolutely must consider.

When retirement is around the corner, the question of when to start receiving Social Security benefits becomes a more pressing issue. Qualified individuals can apply between the ages of 62 and 70. Let ...

Workers can reduce their tax bill by saving for retirement in tax-advantaged accounts. Traditional retirement accounts offer an immediate tax deduction, while Roth accounts provide tax-free income in ...

Clients frequently ask me about the best time to start taking Social Security benefits, with the hope that there's a golden rule or simple answer. As with so many areas of financial planning, we need ...

The Social Security system pays more than just retirement benefits; it is a social insurance policy that gives workers who pay into the system access to disability benefits for themselves and their ...