One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.

Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible. Let's take a quick look at the five most overlooked opportunities to manage your tax bill.

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time to start a new business or begin a charitable endeavor. Regardless of what approach you intend to take, here are nine things about retirement that might surprise you.

If your clients may be coming into an inheritance—whether that's money, property, or other assets—this article will help them prepare to handle the responsibility of additional wealth.

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.