As a retiree, or an older individual, you may find yourself at risk for encountering financial scams. Here are a few ways to protect yourself and your loved ones.

There are a number of details involved when it comes to maximizing your Social Security benefits. If you're married, it's important to consider your options for both you and your partner.

Retirement is a momentous chapter in your life and deciding where to spend it should be equally exciting.

Saving money can feel like such an impossible task to do, especially when the temptation to spend has gotten so high.

Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.