The Retirement Confidence Survey conducted each year by the Employee Benefit Research Institute (EBRI) took a slightly different tack in 2020.

If you are considering offering to loan money to a loved one, there are administrative matters and some financial, tax, and regulatory considerations to cover to protect yourself and your relationship.

If your plan is to keep your business in the family, as opposed to selling it to an outside party or another business, you should be aware of some of the issues that can contribute to the success or the failure of the business as it is transferred to the successor generation.

Tax planners often develop checklists to guide taxpayers toward year-end strategies that might help reduce taxes.

In the wake of Tropical Storm Imelda, you or others may have sustained property damage, which may have tax implications.

Many people now work into their retirement years, with implications for Social Security and other retirement benefits.

Many clients ask us about long-term care insurance. This is a complex and challenging marketplace. We may be able to help.

When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one.

Whether your concern is for your personal assets or your business, various tools exist to keep your property safe from tax collectors, accident victims, health-care providers, credit card issuers, business creditors, and creditors of others.

When it comes to transitioning into retirement, timing really is everything. The age at which you retire can have an enormous impact on your overall retirement income situation, so you'll want to make sure you've considered your decision from every angle. 

What is the Purpose of Financial Planning? Jaycee Smalley discusses why a Financial Planner is a crucial partner in your financial future.

From financial considerations, safety, health care, and planning for the unexpected, reduce the inevitable stress that accompanies traveling by preparing yourself as thoroughly as possible.

One of the important decisions a business owner must face is when and how to step out of the business–in other words, business succession planning.