Using your traditional IRA or employer-sponsored retirement account to fund gifts generally is a bad idea. However, under certain circumstances, funding gifts with your retirement savings may provide a tax advantage.

The Section 529 plan is one of the most effective college savings vehicles available. But did you know that its benefits extend well beyond financing higher education costs?

When it comes to estate planning, the fundamentals have changed very little over the past 50 years. What has changed are the types of assets for which you now must plan.

Right now, if your estate is worth less than roughly $13 million (about $26 million for a married couple), you don't have to worry about your heirs paying a federal estate tax. But that's likely to change in two years. And a couple of years isn't very long when it comes to setting up an estate plan. Everybody should be planning now, and it is not just the ultra-wealthy who need to be concerned. Of course, knowing exactly what to plan for would make such a task easier. But Congress isn't likely

For many Americans, 401(k) and other tax-deferred retirement plans represent the lion’s share of their investable assets.

Understanding "the human side of money"—your behaviors, motivations, and emotions—can provide clarity on why you make certain financial decisions. This clarity is key to ensuring long-term financial success.