There are many similarities & differences between a Solo 401(k) plan and a Simplified Employee Pension. It's important to understand the details before you make your decision.

With Roth IRAs you’re able to direct after-tax savings to this investment account, where it’ll grow tax-free and can be withdrawn tax-free in retirement. So now, more than ever, it might be a good opportunity to evaluate whether Roth IRAs might fit into your financial plan from a tax or estate planning standpoint.

Investopedia defines lifestyle creep as “The phenomenon where discretionary consumption increases on non-essential items as one’s standard of living improves”. In other words, as income goes up so do expenses.

Congress recently passed a bill known as the Setting Every Community Up for Retirement Enhancement Act also known as the SECURE Act. Take a listen to learn more about this new law that will impact many Americans.

Market timing, or selling to “avoid” losses during a downturn, may seem sensible, but it’s a flawed strategy for long-term investors.

Retirement requires a significant amount of planning. Make sure you get the most of your financial plan by avoiding these 8 common retirement mistakes.

Passed by Congress in 2005, the REAL ID Act enacted the 9/11 Commission's recommendation that the Federal Government "set standards for the issuance of sources of identification, such as driver's licenses.

Financial planning, done right, is not about sacrificing your todays just to plan for your tomorrows.