The holidays are a busy time of year. Shopping, family events, company holiday parties and more may dot your calendar. But I strongly suggest that you carve out some time for year-end financial strategizing so that you will be better positioned as the new year begins.

3 “No Anxiety” Secrets to Confidently Retiring in a Market Crash

When was the last time you said those words?  How often do you really even say them?  If you’re like most folks, you’re not saying, “thank you,” as much as you think.

For most, it is difficult to think about the possibility of needing long-term care. But many will need it. Start the discussion and prepare yourself now so you do not face a financial challenge later.

With data breaches occurring more and more, it is important to protect personal information stored in online accounts with secure passwords. The majority of passwords do not pass the test. Learn how to create a password that will keep your data safe online.

If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when it comes to legacy planning. Here are five potential pitfalls you should be aware of.

In finance and in life, expectations often eclipse reality.

How you could immediately lower your taxes AND leverage specific strategies likely to expire soon under new laws.