As part of your employee benefits package, you have access to all sorts of things like health care coverage, a 401(k) plan and potentially even stock options. However, what could end up being the most beneficial may also be the most overlooked: a health savings account (HSA).

For many Americans, Social Security is a crucial component of retirement. The problem, however, is that there is a lot that people don't know about Social Security and a lot of inaccurate information about it.

Nearing retirement? Learn the 5 essential questions to ask—from income planning and taxes to lifestyle choices—to ensure a smooth, confident transition into your next chapter.

Estate planning can be a taxing (pun intended) part of creating a comprehensive financial plan. You worked hard to accumulate your wealth, and you want to pass as much of it as possible to your beneficiaries.

There’s a world of opportunity beyond the borders of the United States. For decades, many Americans have looked overseas, seeking both fulfilling and cost-effective retirements.

The concept of an inheritance is well known—but "inheritance," as defined by people and by the law, can often be two very different things. Specializing in trust services, I’ve crafted estate-planning solutions for countless clients. A particular highlight for me is working with them on understanding the fundamental intricacies of inheritance. Let’s explore the process of passing on assets.

An incentive stock option (ISO) gives an employee the opportunity to buy shares of their company’s stock at a specific price, during a specific window of time. ISOs can be a powerful investment tool because they allow you to purchase stock at a discount. However, they also come with risk—and potentially significant tax consequences.

As the U.S. presidential election approaches, tax policy is a critical topic for voters. The candidates’ tax plans not only reveal their broader economic ideologies but also provide insight into how they will manage issues like income inequality, economic growth, and fiscal responsibility. To help you understand where each candidate stands, here we compare the tax policy plans proposed by Vice President Kamala Harris (D) and former President Donald Trump (R).

Understanding New RMD Rules for Inherited Individual Retirement Accounts For many holders of traditional individual retirement accounts, minimum distributions (RMDs) are a familiar concept. They provide a way for the government to collect taxes on tax-deferred accounts, and investors who fail to make RMDs and pay taxes on them can face IRS penalties.

Imagine you’ve just arrived at your doctor’s office. One of the first things you’ll do is answer questions about the prescription drugs and vitamins you take. Why? Your doctor needs to know what medications you’re taking to prevent any unintended consequences from drug interactions. To make the best possible recommendations, your doctor needs all the information.