It’s time to celebrate! Between being named as an InvestmentNews 40 Under 40 list, and Afflora Financial Life Planning's 2nd birthday, I’m over the moon. I’m incredibly blessed, and grateful to all of my clients and readers who have helped me get here.

If you’re vested in a pension or defined benefit plan, you may be receiving a large portion of your retirement income from your pension payout. But which payout option works best for you and your financial goals?

Estate planning can be challenging. Make sure you avoid these nine big mistakes that many people make!

Did you catch a mistake on your tax return after you filed? Don’t worry! By filing an amended tax return, you can correct filing errors and keep yourself in good standing with the IRS.

Divorced? Don't rule out Social Security spousal benefits if your marriage lasted 10 years or longer. Here's what you need to know about Social Security rules surrounding divorce.

If you’re like most people, it's easy to get in the habit of hoarding tax documents with the rationale that maybe, someday, you might need them again. But if you're looking to get your financial house in order, be smart about what you keep - not all of it needs to follow you to the grave.

Retiring before your eligible for Medicare can leave early retirees scrambling to find quality health care coverage that doesn't break the bank.

Checking your portfolio too frequently can have some unfortunate side effects. Logging in too often can cause you to make emotional investment decisions, and it can take a serious toll on your mental health.

Whether or not long-term care insurance is a good fit for your unique situation is worth a little bit of investigation before purchasing a policy.

Filling out a bracket for the NCAA tournament is an annual tradition for college basketball fans. Here's four lessons from March Madness that apply to the world of investing.

Living a happy and fulfilling retirement is about so much more than whether or not you have enough money to live off of.

Many employers offer the opportunity for employees to invest in their company stock through their 401(k). Unfortunately, knowingly or unknowingly, it's not uncommon for employees to have a high concentration of their employer’s stock in their retirement accounts. This creates the question – how much company stock should I have in my 401(k)?