Our Financial Planning Blog

The Definitive Guide to Social Security Planning for Women in 2020. Understand how to qualify, when to draw and how to coordinate spousal, divorced and survivor benefits.

You may be past full retirement age, but did you know you can undo the decision to delay your benefits? A lump-sum payment may be right for you if you’re suddenly in need of cash.

For a limited time, Americans have the option to withdraw up to $100,000 from their 401(k) or IRA. Considering taking advantage of this change? We'll go over what you need to know before deciding.

On March 27, 2020, Congress passed a historic $2 trillion economic stimulus package. Created to help offset the financial hardships of the COVID-19 pandemic, here's what you should know about this recently passed bill.

Social isolation doesn't mean we're immune to hearing, reading and talking about the coronavirus. But before you make any drastic financial moves, we've outlined some important things to consider first.

Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. Why all the fear? What's holding females back? Here are five of the most common fears women have when it comes to money and ways to overcome them.