Long-term care (LTC)–sometimes called extended care–describes the care an individual needs if they can no longer perform basic daily routines (eating, bathing, dressing, etc.) on their own due to preexisting conditions, disabilities, or frailty.

Turning 65 soon? Take these 5 essential financial steps to prepare for Medicare, retirement income, and long-term financial security with confidence

The typical imagery of happy, retired couples in their 50s and 60s enjoying vacations, playing with grandchildren, participating in hobbies and volunteering resonates with a large number of people. However, this vision is not the reality for a portion of the population that remains single in retirement, either having never married or those who are divorced or widowed.

Maximize your Social Security benefits with confidence. Learn 4 essential steps to create a smart claiming strategy—consider timing, income needs, longevity, and spousal benefits.

Although the SECURE ACT is often discussed as one of the largest retirement-focused legislative reform in decades, it included a number of implications for individuals who are divorced or facing a divorce when it became effective January 1, 2020.

Approaching retirement? Ask your financial advisor these 5 key questions to ensure you're financially prepared and confident about your next chapter.

Retirement is closer than you think. Discover 3 essential steps to take in the final 3 years—envision your lifestyle, estimate spending needs, and plan your Social Security strategy for a confident transition.

Many people enjoy a good horror movie. They sit on the edge of their seat or hide behind a blanket in anticipation of what will happen next. But when it comes to your retirement, the thrills and chills are much less entertaining.

Learn the 3 most important facts about Social Security survivor benefits—who qualifies, how much you may receive, and when to claim—to help protect your family's financial future.

Parents want to give their children all the help they can, and if they have the wherewithal to improve their kids’ financial standing, they often do so. One great idea that we’ve used with many of our clients is gifting money to their children to fund a Roth IRA.