When planning for retirement, many people focus on the amount of Social Security they'll receive or whether their 401(k) and other investments will be sufficient. However, it's equally important to consider the potential costs of long-term care.

For many Americans, a 401(k) forms the cornerstone of their retirement strategy, complementing Social Security benefits to create a stable income stream during their later years.

A retirement plan, Social Security, and some personal savings: This was all most retirees required a few decades ago to enjoy their golden years thoroughly. In today's world, one of those three foundations has largely evaporated.

I'm pleased to share my latest market update video with you, where I dive deep into the current stock market dynamics and the economic turmoil in Japan, and I dig deep into Trump's economic plan.

I am excited to share that Copley Financial Group is integrating GeoWealth, a state-of-the-art financial technology and Turnkey Asset Management Platform (TAMP), into our services.

Are you in your peak earning years and looking for ways to optimize your retirement strategy? This article will explore three compelling reasons for considering Roth conversions.

Being informed of typical scams lowers your chances of being duped. For example, scammers frequently possess personal information, such as where you bank and how much money you have in your accounts, in order to appear authentic. 

Regardless of whether the market is up or down, it's always a good time to think about taxes and, more specifically, how to put yourself in a better position by retaining more of your own money in your pockets.

Market volatility can leave retirees anxious about significant losses from which they may never recover.

Concerns about financial security in retirement are widespread. Many people worry about affording retirement, with some having no savings.