After years of building your retirement accounts, it’s time to enjoy your hard work. But don’t forget that the IRS requires you to take required minimum distributions (RMDs) from some of those accounts. In this article, we share answers to 5 of the most common questions people have.
Read MoreMany people wonder what their partner’s debt means for them before they walk down the aisle and say, “I do.” Between student loans, car loans, credit card debt and mortgages, debt is a common part of many people’s financial lives.
How can couples talk about debt and make a plan to manage it? This article outlines 3 tips to get you started.
Read MoreConsidering how to start building wealth for younger people in your family? Learn how a custodial account can allow you to transfer cash, stocks, bonds or other assets to minors, while keeping them under your thoughtful management until they come of age.
Read MoreInvesting can feel complicated, but there are simple ways to get started and build good habits without the stress. Dollar-cost averaging (DCA) can help you stay disciplined and help you navigate the unpredictable nature of the market.
Learn what Dollar-cost averaging is, and what its potential benefits are, in this article.
Read MoreWhile IP PINs were originally designed for taxpayers who experienced identity theft, the IRS now allows almost anyone to voluntarily enroll. Learn why more tax professionals are encouraging clients to use them as a best practice in 2026 and beyond.
Read MoreSocial Security benefits are an important source of income for many people in their retirement years.
You can begin taking those benefits at age 62, or you can wait until your full retirement age of 67. You should know: If you take your benefits before your full retirement age, they will be reduced.
So, what factors can help you decide on the timing that works best for you?
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