If you're eagerly awaiting your tax refund to spend it, you might want to think about other options. It's important to ...

Over the years, you may have seen advice in the financial media about the "60/40 portfolio," which consists of 60% stocks and 40% bonds. This type of portfolio can be put together without too much ...

Legally, it's never too late to make a Roth conversion. You can do this at any time in life, in any amount, so long as you ...

When you leave a job, it’s generally a good idea to take your 401(k) plan with you. This doesn’t mean you should cash it out, ...

The problem is that depending on your income, you may also be paying taxes on your Social Security benefits as a retiree. And in a way, that's double taxation. You paid taxes on your wages to qualify ...

Social Security benefits play an important role in retirement income. But for retirees who may not need some or even all of their benefit, it still has value - especially if you plan to invest ...

Krisann Valdez paid off her $150,000 mortgage six years ago. She says the peace of mind is great, but she regrets not putting ...

Saving for retirement is essential, and an IRA can help you grow your money while giving you tax benefits. Adding as much as ...

Paying taxes they don't have to pay for the prospect of lower taxes thirty or forty years in the future with all the uncertainty that entails.

Just three weeks into his second term, President Donald Trump has already taken energy industry analysts by surprise by ...

The inquiry focused on contributing to a pre-tax 401(k) instead of a Roth 401(k), with the intention of investing the tax ...

Living Local 15 host Jessica Williams is joined by Caleb Doane, Vice President of Foster Financial, as Caleb discusses how ...