When to take Social Security is an important – and irrevocable – decision

Your tax refund can be a valuable asset — so use it wisely

Use this meeting to introduce your estate plans and, in a basic sense, what you hope to accomplish with them

If you can work at them throughout the year, you can potentially brighten your financial outlook in 2024 — and beyond

In addition to considering gifts for your loved ones, you might want to think about charitable gifts as well

Generally speaking, you may not want to do a lot of selling (or buying) of investments once you’ve built a portfolio that’s appropriate for your goals

To develop this strategy, you’ll need to address these key questions

An ETF, like a mutual fund, can own an array of investments, including stocks, bonds and other securities

Once your teen’s first paychecks start coming in, consider bringing up the idea of opening a Roth IRA

A special needs trust can allow the trust’s beneficiary to receive financial support for supplemental needs without losing public benefits

A 529 plan has a lot to offer — and it might be something to consider for your family’s future