Here's what you need to know about the most common type of pension plan self-employed individuals use is a SEP, or SEP IRA.

Especially prevalent amongst young professionals, lifestyle creep is a hurdle many face in saving for their short- and long-term goals.

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.