Snowbirds need a comprehensive estate plan that addresses their unique circumstances. This checklist covers key considerations including domicile, taxes and ensuring health care wishes are respected.

Millions of retirees receive Form 1099-R annually. Understand what it reports, common errors, and 2025 updates to accurately file taxes.

The elimination of the WEP and GPO under the Social Security Fairness Act may mean that you need to file for retroactive benefits. Here’s everything you need to know.

The Washington Post reports that the nonpartisan bookkeeper said there’s no other way to cut $1.5 trillion from the budget over the next decade.

Financial experts Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry join Robert Powell in this roundtable discussion.

Digital platforms can make it easier to organize documents, communicate with advisers and protect your legacy. Here’s everything you need to know.

Illinois offers unique tax advantages on retirement income. Weigh the pros and cons, including health care access and lifestyle options.

Here’s what you need to know about your health care coverage options if you’ve recently lost your job or anticipate losing your job.

Create a lasting legacy that goes beyond finances. This article explores strategies for transferring both wealth and values to future generations.

The House of Representatives voted 217-213 to pass a continuing resolution (CR) on March 12, 2025. This has key health care and government shutdown provisions.