There was a time when Mark Felton put together a financial plan the old-fashioned way: With spreadsheets. The 59-year-old ...

Age 65 is a major transition for many individuals as they shift to thinking about retirement and begin to contemplate ...

College costs can strain your retirement savings. Learn how to balance both goals with smart planning, 529 strategies, and ...

Question: “When is a good time to plan and adjust your portfolio for retirement? Should you work with your adviser for 1, 3, 5 or more years leading up to it?” (Looking for an adviser? You can use ...

As retirement nears and the start of 2026 right around the corner, reallocating a 401(k) becomes critical to balance growth, ...

An income tax calculator simplifies financial planning. It estimates your tax liability, showing how deductions and investments impact your net taxable income. Understand tax benefits of term ...

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 ...

The smartest financial move I ever made was to stop contributing to retirement savings. It may sound counterintuitive, even ...

Cash balance pensions are growing in popularity, but are they really a reliable strategy for securing wealth in retirement?

Pension Deductions has designed an online calculator that allows professionals to estimate their potential contributions to a cash balance plan in seconds.

To get the refinance you want, you need to explain your goal in words that the lender understands. This is a guide to what to say, complete with sample sentences that you can use as you kick off a ...