Do you understand the differences between SPIAs and DIAs, and what that would mean for your retirement income?

Adviser Danielle Harrison explains how a charitable gift 2021 may impact your taxable income differently than you expected.

Most people use a cash-out refinance or home equity line of credit to dip into their home equity. But each option will have pros and cons, according to Tim Kenney, CFP, founder of Seawise Financial.

The concept of don't put all your eggs in one basket works for your investments. But does it work to pick your financial advisers? Not really.

According to the IRS, individuals can claim a limited charitable deduction on their federal income tax return for cash contributions made to certain qualifying charitable organizations in 2021.

Dana Anspach, the president of Sensible Money, explains how financial advisers can incorporate income-producing real estate into a financial plan.

Is what's eye-catching really the most helpful?

Social Security uses the deceased worker’s basic benefit amount to calculate the percentage survivors can get. The percentage depends on the survivor’s age and relationship to the worker.

The wealth management industry has changed quite a bit over the last couple of decades and will likely change considerably in the decade to come. In his new book, Tony Davidow makes 10 predictions about the decade ahead.

A home equity conversion mortgage, better known as a reverse mortgage, can be used to manage and mitigate the sequence-of-returns risk according to Robert Klein, president of Retirement Income Center.

Jeffrey Levine, chief planning officer at Buckingham Wealth Partners, answered a question about whether this reader can do an in-plan conversion.

As young investors get started, here are three things they can use to increase their savings.

All of your favorite news from this week.

Want to try something new for retirement? Have you thought about retirement nudist communities?

Looking for something interesting to read over the holidays? Here are our top picks.

In this special Thanksgiving edition of Ask the Hammer, Jeffrey Levine of Buckingham Wealth Partners expresses his thanks, at least in the context of finance, to having access to a wide variety of retirement accounts, and Series I savings bonds.