If you've met with a financial planner or sought retirement advice online, you've likely heard of the 4% rule, a guideline ...

Take advantage of historically low tax rates to optimize your retirement savings and reduce your tax liability.

For Canadians without children, estate planning is an opportunity to take control of your financial legacy, support the ...

Historically, Americans been reluctant to discuss finances and wealth among families, but a new study found that those ...

Many people will make financial resolutions for 2025. Here’s some items financial advisors hope you will consider putting on ...

However, our opinions are our own. See how we rate investing products to write unbiased product reviews. As a financial ...

The reason that complicated financial contracts like annuities come with look-back periods, otherwise known as "free look" time frames, where you can get out of the contract without repercussions, is ...

So you want to get your financial life in order. And you swear that 2025 will be the year you do it. In fact, you’re making ...

If you have had trouble saving for retirement, putting money away for a down payment, creating a budget, saving for family ...

Charitable Gift Annuities address multiple financial and tax planning issues while supporting causes that matter to the donor ...

While you're vowing to get in shape, eat better and practice a better work-life balance in the New Year, don't forget to ...

Don’t give up on resolving to do better, psychologists and personal finance experts say. The key is to reframe the way you ...