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Jim Blankenship

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Social Security balances out retiree benefits whether filing early or late, but there are still factors to think about.

Unless you're in the extreme minority, your 401(k) plan has some features that are lacking. Fix it.

With the market downturn in recent months, you may want to hit the free "undo" button on your Roth.

Your best alternative in retirement may be to keep working. But you can do something you enjoy.

It's time to develop and implement a retirement strategy, and that starts with a few questions.

Heirs might dodge a double tax a couple of ways, including by you planning distributions to them.

Don't subject your investments to a higher tax rate when you don't need to.

Social Security spousal benefits can go from lower-earning partners to higher-earning as well as vice versa.

If you withhold enough from your pay, the IRS will assess a penalty, but there are ways to avoid the problem.

There are different kinds of assets to consider when gauging financial health, and fallacies to get over.

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