Some critical and time-sensitive things to be aware of if you contribute to a Health Savings Account and will be enrolling in Medicare.

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In the second of a multi-part webinar series, Martha Shedden, co-founder and president of The National Association of Registered Social Security Analysts, explains Social Security dependent benefits, including spousal and survivors benefits.

Retiring early can be done with the proper plan in place. Adviser Beau Kemp of Sensible Money outlines steps to consider.

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.