If you’re a Generation Xer staring down the barrel of your fifties, here’s the uncomfortable truth: You have roughly 10 years ...

Learn to manage healthcare costs by investing in HSAs or FSAs to cover expenses and reduce taxes. Understand inflation's impact on savings, using calculators to ensure adequate future purchasing power ...

When it comes to managing retirement income, taxes can be one of your biggest – and most overlooked – expenses. Many retirees ...

If you're planning to retire within the next five to 10 years and are thinking about where Social Security fits into your retirement strategy, you're already ahead of the game. By understanding how ...

While the financial media has largely remained fixated on Millennials and Gen Zers, both are projected to benefit from the ongoing Great Wealth Transfer. Meanwhile, there’s a generation quietly ...

To help ensure you reach your savings goals and enjoy financial security in your golden years, be aware of these common ...

Like any other financial vehicle, annuities have their pros and cons. But they vary greatly. Different types work differently and accomplish different goals. Some are quite complex; some are ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

SURPRISE, Ariz., Aug. 27, 2025 /PRNewswire/ -- Retiring across borders has never been easier or more complex. That's why Lucas Wennersten has authored the essential new guide, "Crossing the 49th ...

Editor's note: This is the first of a two-part series. Part two is Seven Financial Considerations When Downsizing for Retirement. During COVID, I had two clients sell their Washington, D.C.-area homes ...