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If you’ve lived in a northern state and you’re approaching retirement, the dream of moving to a sun-kissed state with low or no state income taxes has probably crossed your mind at least once. Or maybe you’re a southerner with dreams of snow-capped hills for a holiday retreat.

When it comes to estate planning, the focus is often on married couples. For those who never married, are widowed or are divorced, the importance of estate planning is sometimes overlooked.

Saving for retirement can feel like an overwhelming task. How much do you need to save? How much can you really afford to put away and still live the life you deserve today? How does anyone make it work?

You spent years–even decades–contributing to your company’s 401(k) retirement plan. Now, it’s time to withdraw those funds so you can use them. Typically, money taken from your employer’s retirement plan is transferred directly into a rollover IRA to avoid being immediately taxed. Sure, when the time comes, it’ll be taxed as ordinary income, but that can be tomorrow’s problem.

Over the past few months, the stock market has swooned and soared, with the S&;P currently about 5% below its February highs. When we look ahead, we wonder if the worst is behind us or yet to come.It has been said, “Never let a crisis go to waste.” With that in mind, here are four wealth management opportunities during COVID-19.

Getting laid off is almost never welcome news. When you have bills to pay, a family to support, and goals on the horizon, it can be devastating to find out you’ve suddenly lost your job. But in the wake of the COVID-19 pandemic, that’s a reality that many Americans have had to deal with.

When considering the unfortunate reality that about 50% of marriages end in divorce, many people who are at or nearing retirement find themselves in the position of figuring out the Social Security benefits they are entitled to as a

After decades of paying payroll taxes, many people believe that their Social Security benefits are tax-exempt, but this simply isn't the case for a lot of retirees. In fact, the Social Security Administration estimates that 52% of beneficiaries paid income tax on their benefits in 2015 and 56% of all beneficiary families will owe income tax on their benefits from 2015—2050.

Social Security is a big asset–one that could potentially exceed a million dollars in accumulated benefits over your lifetime–and it poses a number of complex decisions requiring financial projections as well as knowledge of Social Security rules and regulations. It’s important that you ensure your entire financial plan is ready to withstand potential changes.