Columns

Many of America's baby boomers will spend their retirement years either suffering from Alzheimer's or caring for someone who has it. In discussing financial planning for someone living with Alzheimer’s, where do you even begin? Here is advice. 

You have been making mortgage payments most of your adult life. Maybe it’s time your mortgage lender starts to pay you back.

Dave Says: Human beings have a 100% mortality rate, which is why everyone should have a will. And when it comes to filing bankruptcy, what's the difference between Chapter and Chapter 13. 

One of the most important decisions you have to make when you approach retirement is “When should I start taking Social Security?”  Why is this such a big deal?  Because the age at which you file for benefits and the way in which you take them- your own? a spouse benefit? Etc.- literally affects the income you will receive for the rest of your life.

The rules surrounding wills vary from state to state, which means taking a one-size-fits-all approach to will creation doesn't always work.

The last of the baby boomers will celebrate their 50th birthday this year. Here’s their to-do list to plan for retirement.

Retirement confidence is at a seven-year high, but that doesn’t mean workers are more financially prepared to enter their golden years.

Retirees and older workers on the verge of retirement face a different economic environment than before the Great Recession.

The re-balancing process will vary for different investors, but the idea behind it is to make sure investments still jive with long-term financial plans and current lifestyle. 

Expiring exemptions and federal tax rates have made estate planning tough for both consumers and financial planners, so taking the time early on can help. 

James Gandolfini's estate plan shows the complexity--as well as necessity--of creating a strong will. 

When aging parents are no longer capable of staying up to date on their finances, it's time for adult children to step in. And while it might not be the most comfortable topic to approach, not doing it can have dire financial consequences. 

No matter how much we plan, life doesn't always go as expected. Your kid needs new braces, the roof needs to be replaced, the car breaks down. Don't let life's potholes derail your retirement savings.

We strive to plan for all the major events in our lives, but we often overlook one event that is not only costly, but guaranteed: our funeral.

As major U.S. stock exchanges are experiencing significant losses thus for in 2016, Fidelity Investments reports that 55% of Americans don’t have enough money saved to cover their basic needs in retirement. 

The Bipartisan Budget Act of 2015, which takes effect on May 2, contains a provision that eliminates certain strategies that have been used to maximize Social Security retirement benefits.

Are baby boomers trusting their financial futures to a robot? The recent growth of online financial advice coming from robo-advisors appears to be the next big thing in investing.

The rising cost of prescription drugs are keeping baby boomers and seniors awake at night. What resources can older adults use when dealing with the rising costs?

A Qualified Domestic Relations Order is an order that needs to be included in a divorce settlement agreement to provide former spouses their share of Erisa-qualified retirement assets.

Shortly after the New Year’s celebrations ended, the stock market tumbled more than 1,000 points, making 2016 the worst five-day start to a year on record, according to Dow Jones.