Planning for retirement is one of the most important financial steps you can take to ensure a secure and comfortable future. Many people delay retirement planning, believing they have plenty of time ...

Federal gift taxes will be due, however, if you give $19,000 or more in 2025 to any one beneficiary, or $38,000 for clients who file jointly. (Alternatively, clients can give a lump sum of up to ...

Millennials, born between 1981 and 1996, may not be as far from retirement as they think. The eldest are already over 40, and with full retirement age at 67, they might need to buckle down in order to ...

Investing for retirement is more important than ever. With rising inflation, Social Security in jeopardy and pensions nearly non-existent, you need to take charge of your investments. Learn More: ...

Imagine a college savings account that not only funds your child’s education but also supports your grandchildren, ...

Most of us probably don’t enjoy preparing our taxes, but there’s often a reward at the end — a tax refund. If you get a refund this year, how can you make the best use of it? Of course, the answer ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. At some point, we all want to retire comfortably. But to ...

You can also request that the IRS withhold money for taxes from your Social Security checks up front. This would save you the ...

From how to file for free to what forms payment processors like Venmo are sending, we have the guide on what to know about filing in 2025.

“You can have a great retirement on $5,000 a month, and you can have a great retirement on $50,000 a month,” says Joe Conroy, ...