When it comes to your estate plan, you don’t just have it drafted and put away until it is time for your loved ones to manage your lifetime of affairs. As your world changes year by year, it is critical that you review your estate plan and update it to stay aligned with your long-term financial goals. Here is an eight-step year-end estate planning checklist to help you organize and prioritize your estate planning strategy.

‘Tis the season for fun, family, and a lot of spending. Whether you plan to spend money on holiday gifts for the family, are planning a holiday event, or like to use the holiday season as your time for contributing to worthy causes, it’s a time that has the possibility of straining your finances. Don't wake up with regret this January. Instead, follow the tips below to be a little nicer to your finances this holiday season.

Year-end planning is especially important for existing retirees and those hoping to retire in the next few years. There are tax and income strategies you might consider regarding your financial assets.

Charity and philanthropy are two terms related to giving that are often used interchangeably, even though they differ. While the difference is subtle, it is essential to understand the differences between charity and philanthropy in terms of giving, as well as the pros and cons of each.

Although achieving your financial goals is more challenging than following a step-by-step recipe, a few common ingredients and preparation methods may help improve your ability to manage financial resources. Here is one recipe for a tasty Financial Dish.

A good financial professional is necessary when it comes time to manage your portfolio and work toward your financial goals. Financial professionals may differ in their approach to certain financial products and goals.

If you have reached or are close to full retirement age, weighing if and when to retire may feel overwhelming. After all, you’ve likely dedicated decades to your work to arrive at this juncture.

The Social Security system has long been a cornerstone of retirement planning, providing a safety net for millions of Americans who have paid into the program throughout their working lives.

Tax filing season can be a stressful time for many individuals. Dealing with the IRS and ensuring compliance with tax regulations can seem daunting. However, with proper preparation and a proactive approach, you can navigate the tax filing season with confidence.

As we approach the last quarter of each year, it is a good time to plan for the next one. Year-end planning is especially important for existing retirees and those hoping to retire in the next few years.

If you are unsure when to start your Social Security claim, here are a few questions that may help you determine if it is time to make a claim or if you should delay a little longer.

Philanthropic giving addresses the root cause of social issues and requires a more strategic, long-term strategy.

We all want to grow in our careers; after all, no one wants to be stuck in the same job for years and years. Consider these goal-setting strategies.

Discussing charitable giving with family members helps them to understand how meaningful it is to you is an import part of developing your legacy.