You’ve worked hard for years, saved diligently and now you’re ready to relax in retirement. But if you’re part of a couple, it’s important to approach this life transition as a partnership through open communication and honest dialogue.

As you work with your financial planner to create a withdrawal strategy throughout retirement, you’ll want to consider the differences between two of the most popular strategy types: systematic withdrawal and the bucket approach.

Retirement is a momentous chapter in your life and deciding where to spend it should be equally exciting.

We’ve rounded up the four most common mistakes soon-to-be retirees make regarding their money, so you can prepare now to make your transition into retirement a bit smoother.

If you're switching jobs, its time to review your old 401(k) account. Know the facts before you choose between rolling over, withdrawing or leaving it alone.

Your financial advisor is a great resource to leverage as you prepare for the tax season and look for strategic ways to maximize savings. Learn how working with an advisor this tax season can create efficiencies and save you money.