For a married couple to get the most out of Social Security, the two spouses need to coordinate benefits with each other. This is true for both typical and atypical couples.

For many retirees, receiving a guaranteed lifetime retirement income from a company pension plan is no longer possible and Social Security isn’t enough. An annuity may be a solution.

On December 27, 2020, President Trump signed into law the Consolidated Appropriations Act of 2021. Here is a brief summary of some of its provisions, including additional stimulus payments and unemployment benefits.

A Flexible Spending Account can be an excellent tool to help pay medical expenses. But did you know that the rules have changed in 2020?

2020 isn’t over yet, and there are still ways you can make an impact with year-end charitable giving.

Is it really a good idea to live debt-free? Our special guest—Mark Willis, CFP®—shares his thoughts in response to this question.

Phone scams involving people claiming to be from the IRS or Social Security Administration have been getting worse in recent years, and COVID has rapidly accelerated that trend. But there are some simple steps you can take to avoid becoming a victim.