On Wednesday, Jan. 21, 2026, the Society for Financial Awareness (SOFA) will bring its seminar “Retirement Income Planning in ...

Retirement planning involves saving for future expenses. Retirement accounts provide tax advantages. A personalized approach to retirement planning may be best. Retirement may be decades away. But you ...

I've never met anyone who loves paying more taxes on their retirement income. Building a retirement income you won't outlive is hard enough without overpaying your taxes. Any strategy that helps you ...

Discover how to maximize your HSA for tax-free growth, covering medical expenses and boosting your retirement savings. Learn ...

If you work for a large organization, you may qualify for a valuable perk: free financial advice. Many employers offer retirement planning or investment advice online as an employee benefit. They ...

Retirement math has a way of getting complicated fast. One year you feel comfortably on track; the next, a market drawdown or a new tuition bill leaves you staring at a spreadsheet wondering whether ...

Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already maxed out your Roth IRA and 401(k).

While most of Generation X isn’t in retirement yet, its members are on their way and will comprise the next biggest waves to do so after baby boomers. Gen Xers are known for being a scrappy, can-do ...

When you think of retirement, what comes to mind? Are you looking forward to a time of freedom, relaxation, and pursuing your passions? Regardless of what springs to mind, some planning must be done ...