Estate planning

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

A recent report from Democrats on the Joint Economic Committee says that Social Security is being threatened, and the federal government should consider modernizing and enhancing the program.

Employees still have a few weeks to make deductible contributions to various retirement accounts, as well as health savings accounts, to reduce their 2017 tax liabilities.

Not knowing the differences between a traditional IRA and a Roth IRA could be costly for retirement savers.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.

Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.

Many Americans make the mistake of tapping their home value for immediate financial issues instead of using it to help fund their retirement.