If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. There are some key steps to consider taking today.

If you are over age 50 and unsure about your ability to meet your retirement goals, there is still time to take action to meet those goals. The IRS allows special catch-up contributions that most individuals do not take advantage of – do not lose out on this gift from Congress.

Creating and executing a buy-sell agreement may be one of the most important moves a business owner can make. But, don’t stop there – proper implementation and integration is just as critical.

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four important numbers.

It is important to review the details and structure of your debt, your cash flow, your income tax situation, and your long-term goals in creating a roadmap for both managing your debt and providing a secure retirement.

In the article "401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions" appearing in Fiduciary News, Steve Martin, JD, CPA, CFP®, provided insight on the pros and cons of converting 401k to the Roth IRA. Steve explains how a tax bomb may be waiting for those individuals that have relatively higher amounts in Traditional IRAs in their later retirement years due to the Required Minimum Distributions.

For future and current retirees, the question is “How much can I safely withdraw from my retirement savings each year?” While the debate rages, here is a fresh look and a simple rule of thumb.

Working during retirement has both financial and non-financial benefits. However, before you go down this route, take into account various considerations.