Features
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Tax Forms Retirees Are Getting in 2026 and What They're For
Knowing what forms you're getting and why is important so you can ensure that you and your tax preparer have what's needed to file your taxes.
By Evan T. Beach, CFP®, AWMA®
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5 Reasons Your Tax Refund Status is Delayed (and How to Fix It)
Tax Refunds Is your IRS refund taking forever? From filing errors to identity verification, here are five reasons for a tax refund delay and what you can do today.
By Kate Schubel
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I want original Medicare, but my wife chose Medicare Advantage for us.
We retired with $4.6 million. Even so, our Medicare Advantage plan limits coverage when we travel or want to see a specialist. How can I convince my wife to switch?
By Donna LeValley
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4 Ways to Make Debt Your Friend Instead of Your Frenemy
Debt can actually be a helpful tool, provided you understand the difference between good debt and bad debt and use it to optimize your financial strategy.
By Meagan Dow, CFA®, CFP®
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The Housing Crisis Affects Us All: Here's How We Can Fix It
Excessive building regulations are restricting the supply of affordable housing in areas with the strongest job markets — and that hits national growth.
By Jesse W. Hurst, CFP®, AIF®
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What Can You Do When E-Billing Leads to Missed Payments?
Email-only billing has created problems for some customers as bills land in spam folders and payment disputes ensue, not to mention heightened fraud risks.
By H. Dennis Beaver, Esq.
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How to Keep Your Work Friends After You Retire
Work friends can make the toughest days better. While retiring changes your daily rhythm, it’s also a good time to curate a community built on shared passions. Here’s how.
By Kathryn Pomroy
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Where to Move Your Money Before the Next Fed Meeting
Savings rates remain high for now. But with the Fed's next move up on the air, it's time for savers to lock in rates now.
By Donna LeValley
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Should You Get a Long-Term or Short-Term CD Before the March Fed Meeting?
Is a long-term or short-term CD better to open before the Fed meeting this week? Here's what you need to know.
By Erin Bendig
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How the Federal Reserve Affects Mortgage Rates — and What It Means for Homebuyers in 2026
Learn how interest rate changes affect your monthly payments and what buyers should watch for this year.
By Dori Zinn
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5 Best Index Funds for Long-Term Growth
ETFs The best index funds for long-term growth will work for you if you're an investor with a high risk tolerance and you're looking to compound wealth over time.
By Tony Dong, MSc
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Vermont Tax Guide
State Tax Explore Vermont's state tax rates for income, sales, property, retirement, and more. Learn how Vermont compares nationwide.
By Katelyn Washington
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Montana State Tax Guide
State Tax Explore Montana's state tax rates for income, sales, property, retirement and more. Learn how Montana compares nationwide.
By Katelyn Washington
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The '1% More' Rule: Why This Painless Hack is a Savings Game-Changer
Adding just 1% more can have a transformative impact on your retirement savings and spending. See how this painless hack works.
By Donna Fuscaldo
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The Average 401(k) Balance by Age and Generation
How did your 401(k) balance rank vs savers your age in the fourth quarter? Learn the keys to building a retirement account that will last a lifetime.
By Adam Shell
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I want to travel, my wife wants to donate 10% of our income.
We asked wealth planners if "tithing" (donating 10%) makes sense in retirement.
By Maurie Backman
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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War in Iran Threatens Higher Fuel Prices, Renewed Inflation
The Letter With much of the Middle East's critical oil and gas exports cut off from global markets, rising energy costs could give inflation new momentum.
By David Payne
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Adviser, Broker or Insurance Agent: Which to Trust With Your Money
Looking for a trustworthy financial professional? That term can cover brokers, insurance agents and advisers who don't all have the same standards.
By John McKean, CFP®
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Employee Misuse of AI Can Expose Your Business to Lawsuits
Companies can face substantial damages if employees expose sensitive data to AI tools, rely on biased AI outputs and more, making robust policies essential.
By Jeffrey M. Verdon, Esq.
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How Long Should You Keep Tax Records?
Tax Records The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.
By Kate Schubel
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Free College at 60? The Lifelong Learning Secret for Retirees
Educational opportunities for older adults are plentiful, and the payoff — in terms of enrichment, health, and community — is great.
By Diane Harris
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Do You Believe You Can't Retire? You Need to Read This
Americans often delay or redefine retirement because they have a lack of clarity and confidence in their financial plan. Here's how you can fix that.
By Pam Krueger
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The Beneficiary Rules Most Families Have Never Heard Of
Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.
By Eric W. Bond
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A Financial Survival Guide for the Sandwich Generation
People in their 40s can find their finances stretched as they care for children and aging parents. Here are some strategies to help with competing priorities.
By Shane W. Cummings, CFP®, AIF®
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Approaching Retirement? You May Be Taking on Too Much Risk
Pre-retirees in the critical "retirement red zone" often take on significantly more risk than they want or are comfortable with. Here's how to fix that.
By Andrew M. Costa
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Women Play It Too Safe With Money: Are You One of Them?
Many women internalize the message that financial caution equals competence, which can damage long-term financial security. It's time to stop playing it safe.
By Marcia Dawood
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Whose Name Goes First on Your Income Tax Return?
Tax Returns A study suggests the order of names on a joint income tax return can provide insights about the people filing. But does the IRS care?
By Kelley R. Taylor
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Quiz: Are You Making These Costly Tax Mistakes?
Quiz Think you’re a tax pro? From missing tax deductions to falling for common tax filing traps, even small errors can cost you hundreds.
By Kelley R. Taylor
