Financial planning is the process of setting and achieving personal or organizational financial goals by creating a comprehensive strategy to manage finances effectively. It involves evaluating one’s current financial situation, identifying objectives, and developing a […]

What Is a Beneficiary? A beneficiary is an individual or entity designated to receive benefits, assets, or rights from a particular source, such as a will, trust, life insurance policy, retirement account, or investment account. […]

Estate Plan: An estate plan is a comprehensive legal and financial strategy that outlines how a person’s assets and responsibilities will be managed and distributed during their lifetime and after their death. It involves creating […]

IRA: An IRA is an individual retirement account. It is a tax-advantaged investment account designed to help you save toward retirement. IRAs are one of the most effective ways to save and invest for the future. […]

What is an annuity? An annuity is a financial services product that provides a stream of payments to an individual in exchange for a lump sum payment or series of payments. There are 2 main […]

Retiring From College Debt – Advice for Young Adults: Michelle Singletary encourages young adults to pay off student loans before saving for retirement.

Your Money Map with Jean Chatzky, Kathleen Burns Kingsbury, & Melissa Kivett: In this episode of Your Money Map, Jean Chatzky welcomes Kathleen Burns Kingsbury, & Melissa Kivett to discuss the retirement income crisis facing women. Sponsored by the Alliance For Lifetime Income.

Fixed Index Annuities : In this episode of Ask The Hammer, Jeffrey examines the Pros and Cons of Fixed Index Annuities.

If you’re divorced, you might be eligible for spousal social security benefits. Alison Dorosky explains.

Post-death distributions of IRAs to Heirs: Bill Harris, CFP, RMA discusses how post-death distributions of IRAs to heirs doesn’t work the way you thought. The 10 year rule and IRS Publication 590B are reviewed.