Diversifying your income sources prior to retirement can impact your overall lifetime tax bill.

Wisdom compares life to a journey – it’s also apt for retirement. Retirement is more like a decades-long odyssey around the world than a summer spent learning to sail. Careful planning tantamount to living comfortably and not running out of money.

Charitable giving and other monetary gifting approaches can be powerful and effective ways to leave your financial legacy. Each strategy has its own advantages and benefits.

Turbulent markets often lead people to worry about their financial security, so it’s important to gut-check your emotions and remain calm and disciplined in your approach to investing.

With the annual college basketball tournaments underway, check out our college cost brackets to make sure you’re on track with your educational savings and retirement investment plans.

They’re the chief advisors to four generations, and their economic influence can no longer be overlooked.

We think investors willing to expand their traditional investment toolset to incorporate extra-financial factors stand to reap superior returns over time.

Even with college tuition inflation slowing in recent years, college education costs continue to be a big-ticket item.

Want some tax considerate wealth planning ideas to consider during volatile markets? See the new issue of Investor’s Edge to read the article.

Many retirees are drawn to the idea of a second home, a concept that extends beyond providing a vacation spot for loved ones to gather. Before such a purchase, there’s much to contemplate.