The unexpected challenge of a spouse’s death can be overwhelming. You have to make so many critical decisions when you’re emotionally drained. Since it’s hard to know where to start, we’ve created this simple set of action steps, important questions and key documents. It can help you organize your thoughts and find some sense of control at this very difficult time.

Prior to 2021, inflation was relatively low. Although it has recently reached levels not seen in decades (2021 and 2022), inflation has moderated. However, it’s still anyone’s guess where it will land...

The Internal Revenue Service has announced the following retirement plan contribution limits for the 2025 tax year...

On January 5, 2025, the Social Security Fairness Act was signed into law, marking the most significant change in years...

Saving for a college education is at the core of a comprehensive financial plan for families with children hoping to advance their education someday.

The use of savings vehicles such as 529 plans support these efforts. In fact, assets in 529savings plans exceeded $500 billion as of June 30, 2024, according to the College Savings Plan Network.¹

Individuals with inherited retirement accounts received some long-awaited clarity on the “10-year rule” for account distributions when the Treasury Department issued final regulations in July.1 The 10-year rule refers to the passing of an individual retirement account to a beneficiary wherein the beneficiary must withdraw the funds within 10 years.