This handy financial checklist can help widows and widowers determine which tasks to tackle first when losing their loved ones.

The newly passed SECURE Act introduces a host of changes that will impact the majority of pre-retirees. Do you know what this new bill means for your retirement plan? Let's walk you through what options the act has given and taken away from employers and employees.

There’s no better time than the start of a new year to learn top financial tips. This is the time when many are not only setting goals for the year, but you also have the entire year to implement them! This is a highly practical and tip-filled post that will have you taking notes and feeling prepared to boost your planning strategies and savings this year.

December may be coming to a close, but it’s not too late to implement some year-end tax planning strategies. Here Scott Cheslowitz, a CPA and partner of Rothenberg & Peters, PLLC, shares year-end tax planning tips that everyone should be aware of as we enter 2020.

Would you ever make a big move to a tax-free state like Florida? Now more than ever, people are leaving New York State for tax-free states only to discover that their residency, for tax purposes, hasn’t changed. Read more to learn how your residency is determined and actions to take if you get audited.

You may be contributing regularly to an IRA, but do you have a strategy that can help boost your retirement savings? Get ready to make better use of your IRA. In this post, we cover our top five IRA strategies: tax planning; stretching beneficiaries; doing Roth conversions; creating wealth for the next generation; and doing backdoor Roth conversions.