Consider packing a legal safety net before students leave for college
College students may want to secure legal documents to ensure their parents can access important information and help them in medical emergencies.
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College-bound high school juniors and seniors focus on a strong finish
The last two years of high school can be particularly important as students approach the final college decision.
Kick off your college planning during the first two years of high school
Families may want to prepare a comprehensive plan for college, including actions to take during high school, and consider how a 529 plan can guide savings.
From dreaming to living: What you need to know about retiring abroad
As the number of Americans retiring in other countries continues to grow, here are five considerations for individuals planning to retire abroad.
Final regulations deliver clarity on 10-year rule
With final regulations announced, heirs now have clarity on the 10-year rule for distributions from inherited retirement accounts.
New ways to avoid early withdrawal penalties from retirement accounts
IRS recently provided details on new provisions to avoid the early withdrawal penalty from retirement accounts.
A marriage may end but not Social Security benefits
If they meet certain requirements, a divorced individual can receive Social Security benefits similar to a married spouse.
Planning moves to take the sting out of the 3.8% surtax
A rising number of US taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
Six things to know about Social Security survivor benefits
For married couples, it is important to understand the rules for claiming Social Security survivor benefits in order to plan ahead.
Financial planning strategies for newlyweds
Here are some financial planning considerations and steps newlyweds may want to take after the wedding.