Financial independence is more than just a math problem. It's about balancing wealth, personal well-being, and lifestyle.

The average rate of return on 401(k) plans is typically 5-8% per year. Learn what impacts returns and how to grow your ...

Experts analyze President Trump's proposal to eliminate Social Security taxes and Brookings' bipartisan plan, noting impacts on beneficiaries and solvency.

Mr. Terry Fields has resigned as Director, effective February 13th, 2025.

The Social Security retirement age increased in 2025. Find out what this means for you, how it affects your benefits, and the best time to claim Social Security.

OSJA helped educate the community to learn about available estate planning and take control of their future, protecting their wishes and their Family ...

As women control a greater percentage of assets and take charge of household finances, they are increasingly turning to ...

A U.S. appeals court blocked the Saving for a Valuable Education (SAVE) plan on Tuesday as the lawsuit heads toward what ...

Dating is not always easy — and when debt enters the equation, it can throw in a curveball. Whether you are trying to determine how best to tell someone new that you have debt, or the reveal is coming ...

Q4 2024 Earnings Conference Call February 18, 2025 10:00 AM ET. Company Participants. Liz Hunter – Vice President-Investor Relations Drew Marsh C ...

“I bought too much house before I was a CFP professional,” says Williams. “One money rule you hear – that always seems to be ...

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 ...