Download PDF version here. Even if you're generally comfortable with your finances, you may occasionally worry about how much you're spending, especially if you consistently have trouble saving for shorter long-term goals. Here are a few questions to ask...

Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, a trust, a charity, or anyone you choose.

The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit.

Each time you connect to the Internet, you risk becoming the victim of a cybercrime. It’s the price we pay for living in a digital world — whether it’s at home, at work, or on your smartphone.

Planning on working during retirement? If so, you’re not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years.

You’ve probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn’t directly control consumer interest rates.

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future.

You’ve probably heard that if you withdraw taxable amounts from your 401(k) or 403(b) plan before age 59½, you may be socked with a 10% early distribution penalty tax on top of the federal income taxes you’ll be required to pay.

The IRS expects that more than 70% of taxpayers will receive a refund in 2017.¹ What you do with a tax refund is up to you, but here are some ideas that may make your refund twice as valuable.

Social Security is an important source of retirement income for millions of Americans, but how much do you know about this program?