Today's column addresses questions about when Social Security will recognize recent high income, what happens to benefit checks received in the month a person passes away and how the Windfall Elimination Provision (WEP) can affect benefits.

Knowing the stock market’s rate-of-return scorecard can help you invest for retirement with confidence.

Why on earth would a pension plan that's 18% funded, be increasing participants' benefits? Because this is Illinois.

What will happen to your bitcoin when you’re gone? Do you know who will be able to access your email, social media accounts, digital subscriptions and other digital assets? Do you know the value of your online life, and have you considered addressing your digital assets in your estate plan?

What price will your children pay if you age in your large home? There are options to be considered as well as the consequences of not making changes while you can.

What two international retirement experts, out with new rankings, say

We’ve made it through the disaster of 2020. It’s a new year, which means it’s time to set our goals and resolutions for the months ahead. Here are my recommendations on what to do now to help you have a successful year financially.

The American justice system is going to be very busy in both civil and criminal courts in the coming months as a result of the Capitol riot. It stands to reason that many of the individuals who will stand trial or plea bargain for having participated in this event will claim that they were misled.

Today's column addresses questions about what happens to a person's benefit when an ex files on their record, how to file for retirement benefits after taking spousal benefits first and whether it would be a good idea to take early retirement after disability benefits.

Joe Manchin says sending checks to everyone without regard for need is "not who we are." He's right.

The simplest and most seemingly innocent gatherings with aging parents are costing lives. The message of today is please, please stay home.

There is a flawed assumption in today’s approach to retirement planning, that we know what we will be doing in retirement with sufficient clarity to plan. Before there is a retirement plan, there must be a retirement story. Here's how to start.

When you’re getting ready to retire, you have limited resources, and the retirement “aisle” has so many flashy things attracting your attention that you can forget your core goals.

The Biden Administration may enact costly and harsh tax legislation affecting estate planning for wealthy clients. If you did not complete all the estate planning in 2020 that you should have you should act NOW! But 2021 planning presents unique issues that you should factor into your plan.

Today's column addresses questions about taking retirement benefits early before switching to spousal benefits at full retirement age, whether or not to notify Social Security about a change in projected income and when widow's benefits can be started.

In their saving advice model they say a worker who begins saving 15 percent of their salary at age 25 and have one times their salary saved by age 30 is on track.

We all do crazy stuff with money, but psychologists and financial planners report good news: We aren't crazy. We're just byproducts of a vast collection of life experience. The even better news is that we can change. We can amplify our good money habits and muffle our bad. Here's how.

AA series of strategies for tax-wise investors.

Tax-wise investors get the most out of options, IRAs, loss deductions, 529s and solo 401(k)s.

A series of strategies for tax-wise investors.