Taxation on Social Security benefits can significantly affect retirees' net income, influencing their choice of residence and overall financial planning. Colorado, Connecticut, Minnesota, Montana, New ...

Financial advisors and accountants are both financial professionals who assist clients with different aspects of their financial lives. While both jobs involve financial analysis, there are ...

Help clients create the ideal life for themselves first — and then work backward to help them get there financially.

Hiring a financial advisor can be a controversial subject. Some people swear by the advice their advisor provides, but others ...

This is the financial cost of the pursuit of love, and some ways to create connections without added financial strain.

One of the most challenging things anyone can do in life is to plan for their retirement. While everyone hopes to make enough ...

A new Hearts & Wallets survey shows financial advisory clients want proactivity, but too often are not getting it.

The Federal Reserve isn't in a rush to cut interest rates, which means you could be on the hook for more taxes next year on the interest you earn now. These moves can help you soften that blow.

"attachment_93319" align="aligncenter" width="450"] Mary and Don Masters are the owners of Masters Tax & Financial Planning.

Retirement is a new chapter in your relationship, one that offers opportunities to grow together and build the life you’ve ...

It encompasses budgeting, banking, insurance, mortgages, investments, retirement, tax, and estate planning. The term often refers to the entire industry that provides financial services to ...

Indiana residents planning to attend college in the fall of 2025 should submit the FAFSA by April 15th. College Goal Sunday, ...