Whether you are already retired or just beginning to consider your retirement years, the question "Will I outlive my money" is most likely a top concern

As an executive, it's important to ensure that the complexities of your finances are organized so that your legacy and estate are well taken care of in the long run.

Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.

You’ve worked hard for years, saved diligently and now you’re ready to relax in retirement. But if you’re part of a couple, it’s important to approach this life transition as a partnership through open communication and honest dialogue.

Be prepared for the 2019 tax season by following these five tax organization tips.

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.

A goals-based approach targets financial planning to meet objectives throughout life. (video)

What do Mark Zuckerberg, Tim Cook, Jeff Weiner and other top CEOs have on their bookshelf? We've go the answer.

You may have years of experience living with each other but in this upcoming chapter of retirement it’s important to consider a few factors that will help you maintain a healthy and beneficial relationship with your spouse or partner.

Family business succession planning doesn't have to cause headaches. Learn 4 key tips to developing a plan for a smooth transition for the next generation.

Are you still paying your children’s phone bill or offering financial assistance when they ask for it? Supporting your adult children can decrease your chances of a quality retirement and inhibit their growth. If it’s time to smoothly cut the cord — follow these 4 steps to ease the process!

Protect the healthy lifestyle you’ve worked hard to build.