Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The earlier you start pursuing financial goals, the better your outcome may be.

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Estimate how much income may be needed at retirement to maintain your standard of living.

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How federal estate taxes work, plus estate management documents and tactics.

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment tools and strategies that can enable you to pursue your retirement goals.

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.