As you approach retirement, it's important to start thinking about how RMDs will affect your finances. And even if retirement is far in the future, it’s important to know how RMDs work so you can plan your finances effectively in advance.

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Here’s a quick look at five deductions, their key details, and how to know if you could leverage them to save when you file:

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What are your financial goals?

The answer to that question will change through life, but this handy guide can help you and your loved ones plan for every stage.

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Winning the lottery can be a dream come true, but it often ends up being a short-lived one — about 70% of lottery winners go broke within just a few years.

But there’s a silver lining in the financial lessons lotto winners learn the hard way. By identifying common challenges that their stories highlight, we can forgo the need to learn similar lessons the hard way ourselves.

Here are five things we can all learn from lottery winners:

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We all know the scene: A grieving family gathers in a room for the reading of their relative’s will. It lists who inherits what, and perhaps some detailed instructions for the funeral.

Would you be surprised to learn that this common scene is an unrealistic portrayal of how wills work in estate planning? In fact, misconceptions like this have led many people astray when deciding what to put in their will.

So what is or isn't actually included in a will? Let’s cover five things that shouldn’t go into your will and why.

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If you have an annuity or are considering adding one to your retirement plan, it can be hard to get a simple explanation of how they work and what they can do for you.

You can always reach out if you have questions about whether annuities are right for you.

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