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Make Sure You Choose the Right Financial Professional

So, if you decide to work with an individual financial professional, what should you look for from this person? Here are a few questions you might want to ask.

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Are You a Snowbird? Protect Your Finances While You're Gone

When you go, though, you’ll want to keep your financial situation from getting caught out in the cold.

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Consider These Year-End Tax-Smart Financial Moves

The filing deadline for the 2017 tax year is April 17, 2018, but until that date – and especially before the end of the calendar year – you may want to explore some tax-smart financial moves.

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Required Withdrawals from Retirement Plans: What Should You Know?

To begin with, withdrawals from traditional employer-sponsored retirement plans like these fall under the Internal Revenue Service's "required minimum distributions" (RMD) guidelines. (You aren't required to take these distributions from a Roth IRA.)

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