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The Widow's Tax Penalty: What It Is and How to Avoid It
The widow’s penalty surprises many people after the death of a spouse, often triggering higher taxes and reduced income that create a larger financial burden than they had previously.
Self-Directed IRA (SDIRA): How it Works and How to Open One
Learn what exactly a self-directed IRA is, the advantages and risks of owning one, and how to determine if this type of investment is right for you.
Divorce: Your Ex-Spouse’s Rights to Retirement Benefits
Splitting retirement accounts as part of a divorce settlement? Learn about your ex-spouse’s rights to these retirement benefits and much more in this article.
Divorced Spouse Social Security Benefits: How They Work
Can a divorced spouse collect Social Security from his or her ex? Find out the answer to this and much more in our latest post.
What is a Portfolio Stress Test and Why It’s Important
A portfolio stress test can put you in a better financial position so the next market downturn won’t take an unnecessary bite out of your hard-earned savings.
What is a 401(k) and How Does it Work?
This guide covers everything you need to know about 401(k) plans including what they are, how they work, and your options when changing jobs.
What is a Market Index?
Learn the basics of what a market index is, how to invest in one, and other tips to help you make informed decisions moving forward.
Want to Retire in South Carolina? Here’s What You Need to Know.
South Carolina is one of the most popular retirement destinations in the United States. Here's what you need to know before deciding to make a move there.
Want to Retire in North Carolina? Here’s What You Need to Know.
North Carolina is one of the most popular retirement destinations in the United States. Here's what you need to know before deciding to make a move there.