My pension after taxes is estimated at $6,500 per month. I’m eligible at age 60 to access $2,400 per month of my husband’s ...

This article outlines key financial strategies, including tax optimization, smart investing, income planning and more.

Do you have a specific age when you want to retire, like 60 or 70 or somewhere in between? If you are targeting a certain ...

Discover Jackson Financial's Q4 2024 highlights: record Retail Annuity sales, $1.4B earnings, and a 14% dividend increase.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

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American retirees are in the worst shape financially than ever before, but the trend only continues to worsen. Learn more ...

New York is one of twelve states that has a separate estate tax. New York’s estate tax exemption is lower than the federal ...

FG Trade/istockphotoOnce upon a time, the American Dream felt like a checklist: Buy a house in your 20s, work a stable job ...

Tired of worrying about outliving your savings? Learn how one retiree's unique income floor strategy provides peace of mind and stable cash flow, while still allowing for growth and flexibility in ...

Health care costs continue to rise. Here’s a planning guide for retirement and health care spending for Beaufort County ...

Many people confuse filing their taxes with doing tax planning. Is your tax preparer actually giving you tax planning advice?