Hiring a financial planner can deliver a return that can’t be quantified: peace of mind. Paying for expert financial advice ...

Retirement forces every financial decision into sharper focus, from how much risk to take in the markets to how quickly to ...

Living on a fixed income requires thoughtful planning and spending. Follow these five tips to ensure that you don’t outlive ...

Planning in these five areas is required so you're covered on everything from taxes and health care expenses to what happens ...

Annuities promise guaranteed lifetime income—so why do Canadians avoid them? We unpack the “annuity puzzle” and when they may actually make sense.

To get a sense of the common regrets retirees have, I enlisted ChatGPT's help. It found these eight regrets and offered ...

According to the Social Security Administration, taking your benefits as early as possible (age 62 for those born after 1960) ...

There are a number of strategic tax opportunities individuals and families must take advantage of before Dec. 31 to maximize ...

Retirees often overpay taxes due to mistimed withdrawals and overlooked deductions. Learn practical tips to minimize taxes ...

Although no one can reliably predict the future, spending time understanding how assumptions influence results is a solid ...

To determine where you’re at, consider working with a financial planner who can help you map out your future in a detailed ...