Year-end charitable giving can be both impactful and tax-efficient. Discover four tax-savvy strategies, including donating long-term appreciated assets, bunching donations, using donor-advised funds, and making qualified charitable distributions to reduce taxes while supporting your favorite causes.

I Bonds can be a powerful savings tool. They have new inflation-adjusted interest rates, so let’s examine the details and their potential impact.

Are you planning to retire next year? Before you do, make sure you cover all your bases. From deciding when to claim Social Security to creating a retirement budget, there are several key steps to take.

Millions of Americans carry student loan debt, and navigating repayment or relief programs can feel overwhelming. Federal programs exist to reduce debt for borrowers based on income and loan type. Understanding your options and taking proactive steps can make a real difference.

To counteract inflation's effects the Social Security Administration increases payments with an annual Cost of Living Adjustment (COLA). How does it affect you?

Medicare Open Enrollment only comes once a year. Are you sure your plan still fits your needs? Learn how to review your options, compare plans, and make updates that could save you money and improve your coverage.

A comprehensive estate plan goes beyond a simple will and considers your full financial picture, including trusts, powers of attorney, and updated beneficiary designations. Taking a holistic approach helps protect your assets, streamline wealth transfer, and ensure your wishes are carried out exactly as you intend.

Retirement planning is full of myths that can steer your savings off track. By challenging common assumptions about spending, Social Security, market risks, and healthcare costs, you can create a plan that truly supports your lifestyle and long-term goals.

President Joe Biden announced on Wednesday, August 24, 2022, that a student loan forgiveness plan would go into action this year for federal loan borrowers.