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Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Trump's new GOP tax bill ends many key energy tax credits for home improvements. Here's what you need to know.
By Kate Schubel Last updated
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The Average 401(k) Balance by Age
How did your 401(k) balance stack up versus peers in the first quarter? If you fell short, use it as motivation to save more.
By Adam Shell Last updated
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Six Medicare Changes Coming in 2026
Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception.
By Donna LeValley Last updated
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A Little-Known Tax-Free Way To Help Pay Your Student Loan
Student Debt Employers can provide valuable assistance with employee student loan repayments.
By Kelley R. Taylor Last updated
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SALT Deduction 2025: Three Things to Know Now
Tax Deductions Changes to the state and local tax (SALT) deduction in the so-called 'One Big Beautiful Bill' have this tax break in the spotlight.
By Kelley R. Taylor Last updated
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Mom needs a nursing home. Should I spend down her assets so she qualifies for Medicaid?
We asked expert financial advisers for their advice.
By Maurie Backman Published
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Financial Fact vs Fiction: Why Your 'Magic Number' Isn't Actually Magical
Do you think you're diversified if you're invested in the S&P 500 and Nasdaq? Do you think your tax rate will fall in retirement? Think again — and read on for other myths that could be leading you astray.
By Scott McClatchey, CFP® Published
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Opportunity Zones: An Expert Guide to the Changes in the One Big Beautiful Bill
The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantages.
By Daniel Goodwin Published
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Five Ways Retirees Can Keep Perspective Through Market Jitters
Market volatility is a recurring event with historical precedents (the dot-com bubble, global financial crisis and pandemic), each followed by recovery. Here's how people who are near or in retirement can navigate economic uncertainty.
By Dennis D. Coughlin, CFP, AIF Published
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Most Changes to HSAs in the One Big Beautiful Bill Did Not Make the Final Cut
HSAs were set to get a glow-up in the House version of the OBBBA. Unfortunately for most retirees, the final bill did not include many of the benefits proposed by the House.
By Donna LeValley Last updated
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The Best Financial Stocks to Buy
Financial stocks play a critical role in the economy and are a key component of any well-rounded portfolio.
By Kyle Woodley Last updated
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How We Found This List of the Best REITs to Buy Now
Real 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 Last updated
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The Best 3-Year CDs of 2025
Savings Our top 3-year CDs help you earn returns as high as 4%.
By Erin Bendig Last updated
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10 Unique Ways To Save Money Shopping With Amazon
Amazon offers a lot of value if you know where to look. We'll show you hacks that can help you save on big purchases and everyday items.
By Kathryn Pomroy Last updated
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Sam's Club Takes On Amazon Prime With Big Summer Savings — But Is It Worth Joining?
With longer sales and seasonal deals, Sam's Club is making a strong case for summer value. Here's how to save.
By Laura Gariepy Published
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When Will Social Security and Medicare Run Out of Money?
Social Security and Medicare trust funds, which help pay benefits, are projected to run dry. What will happen then?
By Elaine Silvestrini Last updated
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'Unprecedented' Private School Voucher Tax Credit in Trump's Megabill
Tax Credits The so-called ‘One Big Beautiful Bill’ is now law, and one provision calls for a major tax break for private school donors.
By Gabriella Cruz-Martínez Last updated
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When Is Amazon Prime Day? Everything We Know, Plus Top Deals
Amazon Prime Amazon Prime Day is four days this year. Here are the key details you need to know, plus some of our favorite deals to shop during the sale.
By Rachael Green Last updated
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The Retirement Rule of $1 More
The Rule of $1 More explains how to plan for critical retirement thresholds. "You don't want to step off a cliff just because of $1 more."
By Jacob Schroeder Last updated
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The Best Value Stocks to Buy
Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.
By Kyle Woodley Last updated
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The Best Growth Stocks to Buy
Growth stocks can create significant returns for investors, but what are they and how do you find the best ones? We take a closer look here.
By Kyle Woodley Last updated
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Average 401(k) Match: Do You Work for a Generous Company?
Here is the average 401(k) match and the top 20 companies as measured by their match policies. A generous 401(k) match provides a more secure retirement.
By Christy Bieber Published
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Should You Start a 'Trump Account' for Your Child?
"Trump Accounts" for kids is part of the One Big, Beautiful Bill that was just signed. Look at if it's worth it for your children.
By Charles Lewis Sizemore, CFA Published
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I'm a Financial Strategist: This Is the Investment Trap That Keeps Smart Investors on the Sidelines
Forget FOMO. FOGI — Fear of Getting In — is the feeling you need to learn how to manage so you don't miss out on future investment gains.
By Cosmo P. DeStefano Published
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Can You Be a Good Parent to an Only Child When You're Also a Business Owner?
Author and social psychologist Susan Newman offers advice to business-owner parents on how to raise a well-adjusted single child by avoiding overcompensation and encouraging chores.
By H. Dennis Beaver, Esq. Published
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Nine Things You May Not Know About Social Security
Even if you’ve been collecting benefits for years, you may have more to learn.
By Sandra Block Published
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How Advisers Can Steer Their Clients Through Market Volatility (and Strengthen Their Relationships)
Financial advisers need to be strategic when they communicate with clients during market volatility. The goal is to not only reassure them but to also help them avoid rash decisions, deepen your relationship with them and build lasting trust.
By Ben Sullivan, CFA®, CFP® Published
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What's the Standard Deduction for 2025? Changes You Need to Know
Tax Breaks Most people claim the standard deduction on their federal tax return instead of itemizing deductions. How much can you claim?
By Kelley R. Taylor Last updated
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Is Amazon Prime Worth It?
Membership comes with many perks to benefit shoppers. However, with the rising costs, is Amazon Prime worth it?
By Rachael Green Last updated