With market volatility, now is a good time to review the “down market” maintenance checklist.

The Windfall Elimination Provision (WEP) has been eliminated, restoring full Social Security benefits for career changers moving from the private to public sector. Learn what this could mean for you.

A donor-advised fund is a smart and flexible way to make charitable contributions, especially in a high-income year. Read on to learn how to maximize tax benefits and make a greater impact with your charitable giving.