Will A document that ensures that assets are passed to designated beneficiaries, in accordance with your wishes. In the ...

Dear Quentin, I saved a significant amount of money ($200,000) for my daughter’s 529 account, but she doesn’t want to go to ...

Most retirees tap their accounts in the wrong order, draining savings faster and triggering unnecessary taxes. This 5-step ...

Many people assume that estate planning is just for the wealthy. While it's true that estate planning for millionaires is critical, everyone needs an estate plan — no matter how little money they ...

Having certain estate planning documents in place is especially important for people without obvious next-of-kin, experts say ...

Retirement planning involves saving for future expenses. Retirement accounts provide tax advantages. A personalized approach to retirement planning may be best. Retirement may be decades away. But you ...

Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

Policy shifts from Trump's bill could raise the average family's annual spending by $2k+. To handle cost pressures, here are ...

BECAUSE THAT MEANS IT’S TIME FOR MICHAEL AND THE MONEY. AND WE KNOW YOU DO, TOO. MIKE GIORDANO, FINANCIAL MANAGER WITH WILLIAMS WEALTH MANAGEMENT, IS HERE AND READY OR NOT, WE JUST HAVE TWO MORE ...

It’s getting more and more expensive to eat at home. The price of food purchased at the supermarket is now 13% higher than it was a year ago. “It’s unfortunate that many groceries are more expensive ...

Retirement means different things to different people. For some, it means pursuing work in a new vocation. For others, it means complete freedom from work to pursue hobbies and interests ...