Resources

We’ve rounded up the four most common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.

Deciding to go for a lower interest rate on your mortgage may sound like an easy decision to make, but you should always take into account the varying costs associated with refinancing.

Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.

Buying a life insurance policy is a substantial first step in creating a financial sound future for your family. However, the benefits of your policy can be just as effective during your life. Explore how your life insurance policy can help create a strategic cash flow plan for college or retirement.

We all deserve a little vacation every once in a while, but it can be hard to dedicate time to relax when there are so many responsibilities on your plate.

As you work with your financial planner to create a withdrawal strategy throughout retirement, you’ll want to consider the differences between two of the most popular strategy types: systematic withdrawal and the bucket approach.

While an investment advisor can be helpful in any situation, hiring one is typically more important when you are nearing retirement or have complex issues and questions to sort out.

Before you can begin to claim any Social Security benefits be sure you're checking these 6 things off your list to start your retirement off on the right foot.