As 2024 winds down, right now is the time to look at how you plan to handle your charitable giving. The sooner you start, the ...

As the use of structured settlement annuities grows, it can be tough to decide whether to take the lump sum to invest or opt ...

Now that the Federal Reserve has cracked the interest rate ice, the next development will be to separate winners from losers.

Many of the clients who come to us at SAM are looking to build a retirement portfolio that generates a steady stream of ...

As important as it is that your loved ones receive the very best care possible to live a happy and fulfilled life, cost also plays a part in choosing a facility. According to the Genworth Cost of Care ...

Name-brand ETFs are offering lower-cost, higher-returning versions of their famous funds. For long-term investors, they might ...

Poor financial literacy and a lack of foresight have led to this troubling reality. It's going to take tax policy changes, ...

If higher prices are putting your savings goals on hold, you're in danger of financial erosion. Fortunately, several ...

SEPP can be a lifeline for those aiming to retire in their 40s or 50s – a goal for many in the FIRE (financial independence, ...

Some retirees might understandably feel disappointed when the Social Security Administration (SSA) announces a lower cost-of-living adjustment (COLA), as it did this week. In the past few years ...

The Federal Reserve has begun to lower interest rates, so it's a good time to check in with the Fidelity Total Bond ETF ( ...

Thinking about moving to a 55+ community? Once limited to the Sunbelt, these developments, designed for people 55 and older, ...