Features
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Home Office Tax Deduction: Work From Home Write-Offs to Know
Tax Breaks Can you claim the home office tax deduction this year?
By Rocky Mengle
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Presidents Day and the IRS: 4 Important Things You Need to Know
Tax Season The weeks surrounding Presidents Day are a particularly busy tax time for the IRS.
By Kelley R. Taylor
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Estate Planning Checklist: 13 Smart Moves
retirement Follow this estate planning checklist for you (and your heirs) to hold on to more of your hard-earned money.
By Janet Kidd Stewart
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IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
By Maurie Backman
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Red Flags Your New Romance Is a Financial Scam
Scammers are getting sophisticated at catfishing older adults. One former Fleetwood Mac singer tells her story. Here's how to stay safe.
By Donna Fuscaldo
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The High Cost of Sunshine: How Insurance and Housing Are Reshaping Snowbird Living
The snowbird lifestyle is changing as insurance and housing costs climb. Here’s how retirees are adapting and where they’re choosing to go.
By Choncé Maddox
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Dad Is a 68-Year-Old Widower, Forced to Retire. How Can I Help?
My dad is fun and handsome, but reeling after so much loss. Relationship experts give their advice.
By Maurie Backman
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I'm a 55-Year-Old Dad. Here’s How My 28-Year-Old Daughter Showed Me That AXP Is Still a Solid Investment
American Express stock is still a solid investment because management understands the value of its brand and is building a wide moat around it.
By David Dittman
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Why a Second (Gray) Divorce Could Cost You Big-Time
Divorce isn't any easier the second time, especially if you've remarried later in life. Rushing to settle without proper advice can have serious consequences.
By Chris Hernandez
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Trusts for Children: Should You Name Your Spouse as Trustee?
Naming your spouse as trustee can provide invaluable familial insight and continuity, but you should carefully weigh those benefits against potential risks.
By Marguerite Weese, JD, LL.M.
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Passive Muni Investors: Is Your Strategy Missing the Mark?
Passive investments in municipal bonds are popular, but do they come at a cost? Two recent examples show why an active approach can be more favorable.
By Peter Aloisi, CFA® Charterholder
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How to Freeze Your Credit in Three Steps
credit & debt Freezing your accounts at the three major credit bureaus is the best way to prevent thieves from opening new credit accounts in your name.
By Lisa Gerstner
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9 Ways Seniors Can Save on Car Insurance
Seniors tend to pay more for car insurance, but these discounts and strategies can help you keep rates down.
By Rachael Green
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Best Tax Prep Software of 2026: FreeTaxUSA, TurboTax and more
See how popular tax prep software like TurboTax, H&R Block and FreeTaxUSA stack up – and how to decide which one is the best for you.
By Rachael Green
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Need a Reason to Retire Early? Consider These Eye-Opening Stats
Most people retire early, leaving the workforce before reaching their full retirement age (FRA). Maybe you should, too.
By Donna Fuscaldo
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How to Invest in Stocks as a Beginner: A Guide for 2026
Learning about the market and how to invest can be overwhelming for newcomers. Here's how to invest in stocks as a beginner.
By Charles Lewis Sizemore, CFA
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Should You Convert a Traditional IRA to a Roth After 60?
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
By Kimberly Lankford
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7 Bad Tax Habits to Kick Right Now
Tax Tips Ditch these seven common habits to sidestep IRS red flags for a smoother, faster 2026 income tax filing.
By Kate Schubel
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Oval Office Legacies: The Social Security History Quiz
Quiz Test your knowledge of the historical development of Social Security under various U.S. presidents from Roosevelt to Trump.
By Donna LeValley
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Living in One State, Working in Another: How to Avoid a Tax Season Headache
State Tax Living and working in two states can take a heavy toll on your paycheck and give you a headache come tax time. Here's what to know.
By Roxanne Bland
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The Best Bitcoin ETFs to Buy
cryptocurrency Bitcoin ETFs eliminate the need for self-custody of the cryptocurrency while providing excellent liquidity. Here are a few we like.
By Tony Dong, MSc
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The Best Weekly Income ETFs to Buy in 2026
Weekly income ETFs are among the yield-based products that fund issuers are rolling out, but complexity and fees still matter.
By Tony Dong, MSc
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Hosting a Family Reunion? 10 Essentials for a Lasting Legacy
Rekindle old friendships, pass down traditions and have a ball at your family reunion. We answer 10 common planning questions.
By Richard Eisenberg
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Tied Up in a Concentrated Stock Position? How to Get Loose
If you've built significant wealth through stock in one company, deciding your next move may be petrifying. Use this decision-making framework to get unstuck.
By Zachary Ashburn, CFP®, EA, AFC®
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How Your IRA Can Work for Change and Help the Next Generation
Unhappy with the environmental and social impact of your investments? An impact fund that aligns your portfolio with your values could make all the difference.
By Carole Laible
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A Healthy Dose of Terror: How to Survive Prison's First Days
This young man needed to be scared straight after his mother expressed her fear that he was on a path to prison. Hearing these eight do's and don'ts worked.
By H. Dennis Beaver, Esq.
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12 Great Places to Retire in the Midwest
Places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon
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Retiring Without Heirs: 4 Ways to Protect Your Wealth and Spend It Your Way
Are you a solo ager? Here's what you can do with your nest egg.
By Donna Fuscaldo
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Best CD Rates — A Risk-Free Way to Save
Savings The best CD rates allow you to outpace inflation and reach your savings goal fast. See our top picks.
By Sean Jackson
