Features

Women's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.

By Evan T. Beach, CFP®, AWMA®

The family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.

By Denise McClain, JD, CPA

If you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs.

By Donna LeValley

The share of Americans in the middle class has been dwindling for decades. Here's how to tell if you're part of the shrinking middle class.

By Erin Bendig

Gen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. 2026 data shows a hefty shortfall between the "magic number" for retirement and Gen X savings.

By Adam Shell

Inheriting a portfolio isn't as straightforward as it may seem. Taxes, missed IRA deadlines and high fees can impact how much you'll actually receive.

By Coryanne Hicks

Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.

By Kate Schubel

Rebate Checks Some people are receiving one-time state rebate checks. Is your state sending money?

By Kelley R. Taylor

For the right investors, direct oil and gas investing offers diversification beyond stocks and bonds and meaningful tax advantages. Should you go for it?

By Jay R. Young

Siblings are alarmed after their father's Alzheimer's diagnosis leads their mother to embark on an isolating move. This is how they can help keep Dad safe.

By H. Dennis Beaver, Esq.

September is Life Insurance Awareness Month. What better time to take a look at the best way to find a policy that supports you and your family?

By Kevin Brayton, MBA

It takes courage to accept financial problems and identify what's wrong. The good news? You don't have to solve everything overnight, and you can start small.

By Alex Duffy

Medicare During the annual enrollment period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.

By Donna LeValley

The best bond funds provide income and stability for investors and are worthy additions to any well-balanced portfolio.

By Jeff Reeves

Worried about outliving your money or paying for health care? These five strategies can erase retirement anxiety and protect your savings.

By Donna Fuscaldo

ETFs Are you a set-it-and-forget-it income investor? These dividend ETFs generate cash through a variety of long-term strategies.

By Kyle Woodley

A 36% increase in contributions versus a year ago and a bull market in stocks powered the average IRA account balance to a 10% increase in the second quarter of 2026.

By Adam Shell

These are gas-saving tips that will actually work for you and your car this year.

By David Muhlbaum

The probability the Fed raises interest rates by 25 basis points this week is now greater than 90%.

By Charles Lewis Sizemore, CFA

Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.

By Sean Jackson

A market rally drove 401(k) balances to new heights in the second quarter of 2026. How does your account balance stack up?

By Adam Shell

Doing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.

By Scott Tucker, Investment Adviser Representative

Passing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.

By Maurie Backman

A revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.

By Evan H. Farr, CELA

In a digital world full of stock tips, influencers and self-proclaimed experts, keep your own goals at the forefront and be careful who you listen to.

By Lindsay Martinez, CFP®

Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.

By Choncé Maddox

While the 4% rule is a useful starting point, a lengthy retirement can't rely on a one-time calculation. This is why you need a personalized income plan.

By Robert D. Blair, CFP®