Pensions, mortgages, benefits and personal finances should all be checked before turning 66 and claiming the State Pension.

It is that time of the year when many federal employees as well as retirees must make some important decisions regarding ...

The nine-point checklist is a good place to start if you’re nearing the end of your working life and not sure what financial support is available in later life to help you enjoy retirement to its ...

As you approach retirement, one of the most crucial challenges is maximizing your savings. And you can do that by cutting ...

You might be surprised at what appraisers check for and what they don’t. Depending on the type of loan, it can be extensive.

A round-up of the factors that should be front of mind, including insights from an investment property tax expert ...

As the fourth quarter kicks off, I’ve prepared a checklist of jobs that retirement savers (that is, those who are at least a few years from retirement) should try to tackle. In a future column ...

There are notable gaps beween the services advisors report providing and what investors say they receive, research finds.

Mastering the art of follow-up is essential for building strong client relationships and expanding your business. In this ...