Features
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3 Tax-Efficient Legacy-Building Strategies for the WealthyIf you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.
By Ashley Terrell, IAR
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Why Your Dream Move Abroad Could Be a Financial NightmarePulling up stakes and moving your family — and your money — abroad isn't for the faint hearted, not least because of ultra complicated tax and banking rules.
By Ann Marie Regal
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The Importance of Coordinating Financial and Estate PlansYour financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.
By Ryan Polimeni
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Millions of People Are Aging Alone: What Living Single Means for Retirement TaxesLiving Single Some core tax strategies look different when you're living single and planning for one.
By Kelley R. Taylor
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The Best Financial Stocks to BuyFinancial stocks play a critical role in the economy and are a key component of any well-rounded portfolio.
By Kyle Woodley
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The Best Communication Services Stocks to BuyCommunication services stocks represent a diverse segment of the market that includes media companies, internet giants and telecoms. Here's how to find the best ones.
By Kyle Woodley
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Do You Know What It Takes to Be a Millionaire? Test YourselfQuiz Wonder what separates those who build a million-dollar nest egg from the rest, and whether you have what it takes to make $1M? Take this quiz to find out.
By Joyce Lamb
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Are You Ready To Retire at 65? Take Our Quiz to Find OutAre you in a good position to retire at 65? Find out with this quick quiz.
By Donna Fuscaldo
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The 'Second Law' of Retirement: Claim Your Power Over DisorderThe best-laid plans in retirement have a way of drifting over time. Here are three steps to kick entropy to the curb.
By Jacob Schroeder
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The 25 Cheapest Places to Live: U.S. Cities EditionHave a look at the cheapest places to live in America for city dwellers. Is one of the cheapest places to live in the U.S. right for you?
By Donna LeValley
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How We Found This List of the Best REITs to Buy NowReal estate investment trusts, or REITs, are a special class of stocks known for their high dividend yields. Here's how to find the best ones to buy.
By Kyle Woodley
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The Best Materials Stocks to BuyMaterials stocks represent a wide swath of cyclical industries. Here's how investors can find the best ones to buy.
By Kyle Woodley
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Why Moving Near the Grandchildren Might Be Your Biggest Retirement MistakeMoving down the street from the grandkids may be the ultimate retirement flex. But before you call the movers, here's why this major life pivot can backfire.
By Donna Fuscaldo
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4 Questions to Ask Before You Spend Your Kids' InheritanceIf your kids are successful, do they need an inheritance? Ask yourself these four questions before passing down another dollar.
By Donna Fuscaldo
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What to Do When Your Health Insurer Says 'No'One in three people get hit with a denial of coverage, but there are smart and effective ways to appeal.
By Penelope Wang
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Retiring From the Military: 10 Things to KnowIt's a whole new world off base, and "retirement" means something different for those who have served.
By Patricia Kime
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Are Total Market Bond Funds a Smart Addition to Your Portfolio?Total market bond funds aren't inherently safe investments. What investors and their advisers need to consider before adding them to a healthy portfolio.
By Brian Spinelli, CFP®, AIF®
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How Impact-First Investing Can Put DAF Capital to Work NowDonor-advised funds hold billions, but charitable organizations need money now. Impact-first investing can close the gap, and HNW donors are interested.
By Stephen Vicinelli
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Buying a House Together But Not Married? That's a Bad MoveWhen living together doesn't work out, an unmarried couple with separate financial lives can move on with no strings. Not so if they buy a house together.
By H. Dennis Beaver, Esq.
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Best and Worst States to Visit on Your Road Trip This SummerPlanning a summer road trip? Here are the best and worst states to add to your route, according to a new report.
By Rachael Green
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The Right Temperatures to Set Your Thermostat and Save MoneyThese are the optimal temperatures to set your thermostat in the summer and winter to save the most on energy bills.
By Erin Bendig
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Regret Claiming Social Security Early?Don't beat yourself up; it's a common mistake to claim Social Security too early. Here are ways to fix it and get bigger checks.
By Maurie Backman
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15 Reasons You'll Regret an RV in RetirementHere's why you might regret an RV in retirement. RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel, or other recreational vehicle.
By Bob Niedt
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Retirement Taxes: How All 50 States Tax RetireesRetirement Taxes Find out how income taxes in retirement stack up in all 50 states plus the District of Columbia.
By Kate Schubel
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Why You Should Keep an Eye on I-Bonds NowWhen inflation heats up, these savings bonds take the spotlight.
By Ella Vincent
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Why Even Retirees Need Emergency FundsWealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.
By Robert H. Yunich
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The Boy Who Cried 'Bubble': What if He's Right This Time?Market valuations are at levels that have historically preceded long, flat stretches. Why does that matter for your retirement and are there any solutions?
By Mike Decker, NSSA®
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Your First Moves When an Inheritance Makes You Rich OvernightAn inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.
By Julia Pham, CFP®, AIF®, CDFA®
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Is Private Equity Behind the Scenes in Your 401(k)?Private equity is finding its way into 401(k)s, but the risks (or benefits) for you may depend on how close you are to retirement. Here's what to look out for.
By Jay Annis, CFP®, CIMA®, AIF®
