If you are married you have the option to collect spousal benefits instead of your own based on the earnings record of the other spouse. This may allow you to collect a higher benefit.

529 plans can be a strategic and tax-advantaged way to save for educational expenses. Not only do you get to write off of your state taxes in most states, it grows tax-deferred.

The impact of one spouse passing away on the tax rate for the remaining spouse is often overlooked in retirement planning and your tax rate can increase substantially if this happens. We discuss ways to prepare for this.

It is important to know how your retirement portfolio will hold up under a recession so you can prepare.

When preparing for retirement, there are many recommendations about how much money to save and where to save it. But many people feel lost as to how to withdraw their funds.