News & Knowledge

Listen to Beth Blecker and Denise Appleby's discuss critical beneficiary designations in light of the SECURE Act.

Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.

The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.

Embarking on a new journey is exciting. But getting married for a second or third time can come with more financial responsibility. These 6 tasks can help ease the transition when combining finances with your new spouse.

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.

If you're a parent to a child with disabilities, there are certain measures you need to take during the estate planning process. Here are a few tips to keep in mind.

Flood damage can cause thousands of dollars in damages, but did you know it's not always covered by homeowners insurance?

If a reduction in Social Security benefits has you worried, strategizing multiple sources of income and planning ahead is key. Here are 5 ways to help fill the gap.