My Wealth

American women live about six years longer than men, with the average U.S. man living to 73 and the average woman living to 79. This means that many American women…

Social Security was never intended to be a retiree's sole source of retirement income. Still, it will likely provide thousands — even hundreds of thousands — of dollars over the…

When you sit down to work on their 2023 income tax returns, you're likely going to notice a few changes. From wider tax brackets and a significant increase in the…

While taxes can’t be escaped, there are ways to help lessen the impact. When it comes to managing your own firm’s tax situation, remember these IRS tax reform provisions that…

Despite sharing the same basic structure, all fixed indexed annuities (FIAs) are not created equally. While the S&P 500® is the most popular benchmark index for FIAs, a growing segment of…

While setting goals is a great way to move toward what you want in life, New Year’s resolutions are not always easy to keep. Research shows that nearly a quarter…

If you’re like many employees, you regularly set aside a portion of your paycheck to help build your retirement savings for the future. And if you’ve chosen a pre-tax retirement…

If you are retired and receiving a pension or a retiree receiving Social Security benefits, you can usually look forward to a cost-of-living adjustment (COLA) at the start of each…

Many baby boomers across the country are now coming to terms with the hard reality that working for your entire adult life is no longer enough to guarantee you’ll have…

More than half of middle-aged Americans are currently “sandwiched” between raising children and/or financially supporting adult children and caring for aging parents. Known as the Sandwich Generation, this group of…