I am 56, and my wife is 50. We plan to retire at age 62. We each earn $100,000 per year. We have $973,500 in Edward Jones ...

The solution helps employees navigate the complex retirement process with clearer guidance and personalized insights.

Learn about 9 Medicare mistakes that can drain your retirement savings, raise healthcare costs, and hurt your coverage ...

Retirement is the perfect time to simplify your life — and that includes your insurance. But knowing which policies to keep, drop or tweak isn’t always obvious. Some coverage becomes less necessary ...

When you plan your finances, it includes multiple short-term and long-term goals. These may include buying a house, planning ...

Having a comprehensive healthcare plan well in advance can help to prevent unexpected healthcare expenses from eroding a client's nest egg.

Discover how actuarial value determines cost-sharing in health insurance, affecting premiums and out-of-pocket expenses ...