The SECURE Act passed into law in late 2019 and changed several aspects of retirement investing.

The federal government offers some major tax breaks for older Americans. Some of these perks deserve more publicity than they receive.

Sudden wealth can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms.

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension.

Dear Client: The tough times that global markets were experiencing due to the spread of COVID-19 (coronavirus) worsened this past weekend as a price war between Saudi Arabia and Russia resulted in sharply declining oil prices. This combination of events is testing...