Calculators

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.