Understanding Social Security benefits and making the decision about when to file for your benefits is one of them. I’d like to review how Social Security works so you can better understand the process and make your best decision.

You might be able to plan for many of your retirement expenses, but there are likely going to be unexpected things that come up.

The tax season is officially here. If you haven't already, now is the time to get prepared. Check list and tips for preparing taxes for your accountant.

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

Did you know you may be able to take your 401(k), 403(b), or 457 plan and roll it into another type of retirement account while you are still working? Let’s look at how these rollovers can happen and the pros and cons of making them.