As the year draws to a close, retirees should take some time to review their financial situation. You can also make adjustments now to ensure a prosperous and secure year ahead. After all, with a well ...

Clients who become single when they are over 50 have a number of unique financial planning issues. This situation may arise due to the death of a spouse or a divorce. Women in this age bracket have ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. While there’s a certain sense of freedom when it’s just ...

1. Review required minimum distributions ("RMDs"). If you’re 70½ or older, you must take RMDs from certain retirement accounts by December 31 or face a penalty equal to 50% of the sum you failed to ...

The best way to keep our money safe as we grow older is to plan ahead for the time when we might need help handling our finances. It’s not out of the realm of possibility that you’ll have trouble ...

Merging lives with a new spouse comes with financial implications, no matter how you plan to manage your money as a couple. It’s crucial to update your tax information, insurance beneficiaries and ...

When I started my career, a common refrain I heard was not to work with physicians. They were touted as difficult clients who asked too many questions and thought they knew everything. As I complete ...

With year-end quickly approaching, here are some valuable financial to-do’s you can check off your list before Jan. 1 rolls around: Although timing can vary, many employers offer benefit “open ...

The start of a new year is about more than just parties and parades, it’s the perfect time to step back, assess your finances, and set yourself up for success. Whether you’re focused on saving for ...

Financial planning checklist and flowchart provider fpPathfinder is integrating with Wealthbox, a CRM software developer, to provide advisors using both services with financial planning checklists ...

Layoffs, deferred resignations and unexpected retirements have left federal employees reeling over suddenly uncertain futures. However, this gap presents an opportunity for financial advisors to ...