Financial Planning

Financial education helps people learn about savings, credit and loans. It also helps prepare people for life changes to weather the unexpected. Retirement shouldn't fall into the "unexpected" category. After all, we've probably thought about it and talked about it for years. Then all of a sudden, it's here. Don't let it catch you off guard. ...

Does someone you love lack the ability to make decisions for themselves? Who needs a guardian and how does that happen? We cover a few basics with help from an elder care attorney. ...

When families face a life-changing health challenge, the financial picture can become disjointed. Families may turn to specialists who may be experts in their particular field but likely aren’t able to pull all of the parts together. ...

Wherever you are on your retirement journey, the main objective is to retire comfortably with enough money for life’s next stage. If you are uncertain about your long-term financial plan, talk things over with a qualified financial planner. ...

If you're fired or laid off from a job later in life, it's a gut punch. No doubt, it could lead to financial disaster. Here are a few things you can do to lessen the damage, according to Kiplinger's. ...

A new law expands Medicare coverage to include medically necessary dental services. This change in Medicare rules now allows people with life-threatening conditions to receive dental care and operations related to conditions approved by the agency that oversees the federal program. ...

Consider the start of the new year as an opportunity for you to engage with Social Security online. This begins with creating your free and secure personal my Social Security account at ssa.gov/myaccount. ...

People over 65 often miss tax-saving opportunities that are available to them. Don't let that happen to you. We found a story that outlines the best ones for Boomers. ...