We believe it's important that you look to employ tax diversity in your retirement plan. Different types of investments can impact your taxes differently. Having accounts that receive varying tax treatments is a key strategy. You should work with a qualified professional to help determine exactly how much you should have in each tax "bucket" to help minimize your overall tax burden in retirement.

While the tax code can be incredibly complex, you still need to stick to the basics when it comes to filing and preparing your tax returns. So, here are our 5 tips to help you better prepare for tax filing this year.

Social Security planning is one of the most important elements in any retirement plan, but getting the most from your Social Security benefit can also feel complex and frustrating. In our guide, "Optimizing Your Social Security in Today's World," you'll uncover practical tips and easy-to-understand steps to get the most out of your Social Security benefits.

Long-term care is one of the biggest threats to your retirement savings—and it's often overlooked until it's too late. This guide explains why Medicare isn't enough and how to build a smart, proactive plan to protect your health, your family, and your financial future. Peace of mind starts with preparation.

If your financial advisor isn't meeting your needs, it might be time for a change. This guide highlights the warning signs it's time to switch, like lack of communication or strategies that don't match your needs, and walks you through the steps to make the transition smooth. Stepping away from your old advisor can be easier than you think—and we're here to help every step of the way.