Take the time to learn the facts behind these common Medicare misconceptions.

Retirement planning is complex, at best, but when you throw Medicare into the mix, it can get downright confusing. Many pre-retirees find the program hard to navigate without some guidance. Here are the facts about five common Medicare myths.

Myth One: Medicare offers free healthc...

A Roth IRA can be a powerful retirement tool.

Investors always have choices to make: pros and cons to weigh and deciding on retirement savings vehicles is no different. There are so many options, but a Roth IRA, if you qualify, can really help with retirement savings if you follow the rules.

1. Make Money, But Not Too Much

The IRS doesn’t allow individuals m...

Strategies for developing smart money habits

Everyone needs to learn the value of a dollar and how to make money work toward our goals, even little kids. In fact, the sooner they understand the power of financial planning and the role money plays in their lives, the better.

Proactively engage the next generation and consider sharing these kid-friendly lesso...

“Pomp and Circumstance” is streaming throughout the auditorium. You beam with pride as a dean confers a degree upon your child, and you watch her move the tassel from one side of the mortarboard to the other. Congratulations. Your baby just graduated from college. With any luck, she already has a promising job in her chosen field, and she’s all set to sta...

Advances in digital home technologies can help retirees maintain healthier, happier lives as they grow older.

As more seniors opt to age in place, staying true to the life they’ve built, advances in digital home technologies can help them maintain healthier, happier lives as they grow older. Here are just a few of the in-home trends that could help make th...

Remaining at your long-term residence as you age may be an attractive option – but it may also require making home modifications to accommodate your needs.

There is no place like home. Given the choice, the vast majority would rather remain in their homes for the rest of their lives.

“Aging in place” refers to the decision to live at the home of your choice...

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.

Many pet owners see their beloved animals as a part of the family – but if something were to happen, who would make sure Spot was taken care of? Would someone provide him with needed food, water, and medicine? Would h...

Should the time come, you may need to step in to help preserve your parents' lifestyle and legacy.

Unfortunately, increasing longevity and quality of life do not always work in tandem. What do you do if – or when – your once-financially-astute parents no longer have the ability to handle their affairs? How can you prepare for a time when they are unable or...

Remaining at your long-term residence as you age may be an attractive option – but it may also require making home modifications to accommodate your needs.

There is no place like home. Given the choice, the vast majority would rather remain in their homes for the rest of their lives.

“Aging in place” refers to the decision to live at the home of your choice...

In late December 2017, the President signed new federal tax legislation that will change how 529 accounts can be used. Individual states may have variations.

One of the most impactful changes is that tuition for primary and secondary education is now a qualified expense. Other changes include higher gifting limits and tax-free rollovers from 529 accounts t...