Keeping track of your finances doesn’t have to be a headache. With the right Excel templates, you can budget, track expenses, ...

Build an automated employee schedule in Excel with SEQUENCE dates and M A N shift dropdowns, so you track coverage fast.

The 240-paycheck rule offers a straightforward approach to retirement planning by breaking down the daunting task of saving ...

One of the most overlooked aspects of retirement planning is the effect that federal income taxes or state income taxes have on someone trying to live on a fixed income. They can take a big bite out ...

Each year PLANADVISER recognizes the top retirement plan advisers in the industry based on quantitative measures, including amount of AUA and number of plans under advisement. Advisers are highlighted ...

The new tax season kicks off January 26, and if you're retired or nearing retirement, where you live can make a real difference in what you owe. While most states don’t levy taxes on your Social ...

If you're planning for your golden years, you may be wondering about the safest states for retirement. After all, you worked hard, and you want to be sure you stick around to enjoy it. Although each ...

Bigger refunds are in store this year, but those who want checks will have to wait much longer. Monthly health-insurance bills are rocketing higher for middle-income earners who rely on Obamacare.