Don P. Martone, CFP®, ChFC®, CLU®

These tips from Bank of America can help you create a meaningful legacy while generating a healthy retirement income

Holding a family meeting to share your intentions is a critical step too often skipped. Here are some tips from Bank of America for getting the conversation started.

For ways to potentially reduce your tax bill this year or moving forward, consider these ideas from Bank of America

As questions about Social Security grow, the amount young Americans save is even more critical. Here’s how you can work with an advisor to strengthen your financial future.

Over their longer lives, women spend far more on health care than men. These tips from Bank of America can help you cover the costs at every age.

Taking steps at each of these stages on the road to retirement could potentially help you maximize your income and minimize your taxes.

While borrowing or taking a distribution from your plan are both options, Bank of America explains why you need to think about the impact on your long-term goals first.

Trusts can be an efficient way to provide a financial legacy to the people and causes you care about.