Studies show, an optimized withdrawal strategy could prolong the life of your assets by up to 6 years. If you are in or near retirement, it's important to think about which accounts you should draw from first.

Donating stock to charity is simply one of the most tax-smart ways to give. If you are inclined to make a charitable contribution for 2020 it makes sense to gift appreciated stock. You will receive a double tax benefit.

If you have been laid off or face business downturns, you may wonder if you should claim Social Security now. These guidelines can help navigate the decision. Plus, how Social Security is functioning during the pandemic.

SWITCHING COMPANIES? WHAT ARE THE PROS and CONS of ROLLING OVER YOUR 401(k) - or other company retirement plan (403(b), TSP, 457(b).

Here are some ideas for baby boomers to stay connected with their loved ones and avoid loneliness and isolation while social distancing.

What are the critical elements that need to be in place before we can emerge from this challenge and how should we proceed from here?