The repeal of WEP and GPO under the Social Security Fairness Act brings major changes for public-sector retirees. Explore five key financial planning issues to revisit to make the most of your benefits.

When imagining the perfect retirement, most people dream about travel, hobbies, or time spent with loved ones. That’s certainly more fun than planning for long-term care. However, according to the U.S. Department of Health and Human Services, roughly 56% of adults aged 65 and older will need some form of long-term care during their lifetime.

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Everyone has their own unique retirement timeline, needs and strategies. But thanks to factors like Social Security, Medicare and IRS rules, just about everyone will face retirement planning milestones in approximately the same order and at the same stage in life. Here are the major milestones you’ll face in retirement and the ages at which you’ll face them.

Retiring before Medicare? Discover 4 smart strategies to cover health care costs in early retirement—from COBRA and HSAs to ACA plans and spousal coverage options.

Many people give donations at year-end to support their favorite charities–and to reap the tax benefits of doing so. But what many generous folks don’t realize is that, with some advance planning, there are efficiencies in charitable giving that can maximize both your gift and your tax deduction.

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

For investors who make a savvy move and wind up with a sizeable capital gain, there can be few things that are more satisfying. Perhaps the only downside is the tax bill you may face from the gain. If the capital gain is unusually high, you may find that the costs associated with the gain are higher than you expected. A caller to our radio program recently found himself in that predicament and asked us the following question: