Features
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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
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The Average Gen X 401(k) Balance Kind of Bites
Gen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. There's a hefty shortfall between the "magic number" for retiring and Gen X savings.
By Adam Shell
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Are You Rich? The Average Net Worth by Age
Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.
By Adam Shell
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Costco Vacation Deals: Are They Worth It?
Thinking of trying a vacation package? Costco vacation deals, along with deals from BJ's and Sam's Club, are convenient and save you money. But what about the downsides?
By Daniel Bortz
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5 Steps to Take to Get Money Back from a Trip Gone Awry
Five steps to take if travels go awry and you need to get money back.
By Becca van Sambeck
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Should Your College Student File a Tax Return This Year? 2 IRS Rules to Know
IRS Rules What matters when it comes to filing taxes isn’t just how much your dependent student earned. It’s the type of income involved and whether it crosses two key IRS thresholds.
By Kelley R. Taylor
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Should I borrow from my $1.5 million 401(k) for home improvement?
We asked a wealth planner if borrowing from a 401(k) will throw a retirement plan off course. The answer may surprise you.
By Donna Fuscaldo
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9 Financially Savvy Tips for a Guilt-Free Vacation
Ditch the guilt part of your trip by intentionally budgeting, defining your own dream getaway and ensuring your financial and legal documents are in order.
By Mary Ware, CFP®, CIMA®, CDFA®
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Don't Let Low Tax Rates Lull You Into the Torpedo Zone
The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.
By Ray R. Harris, MBA, RSSA®
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Don't Defer Retirement if You're a Landlord, Defer Taxes
A millionaire couple spent 30 years building a real estate empire — and nearly handed a million dollars of it to the IRS before discovering an exit strategy.
By Daniel Goodwin
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Income and Life Expectancy Not Adding Up? Consider An Annuity
Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.
By Ken Nuss
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Hidden Fees and Hidden Agendas
Advertiser Content Whittier Trust Company
Sponsored Who’s benefiting the most from your investments?
By Tim McCarthy
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8 Things You Need to Stop Wasting Money on in 2026
Want to spring clean your finances? Start by cutting out these sneaky sources of waste in your budget.
By Rachael Green
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Do You Need Umbrella Insurance?
Umbrella insurance can protect you from financially devastating events that aren't covered by other policies.
By Ella Vincent
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How Prices Changed Since Trump Took Office
Trump campaigned on bringing prices down for Americans. Here's where prices stand a little over a year into his second term.
By Rachael Green
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The Surprising Monthly ‘Raise’ You Can Give Yourself Without Working Longer
social security You don't need to wait an entire year beyond your full retirement age to earn delayed retirement credits.
By Donna LeValley
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How the T-Mobile Visa Helps You Save On Your Next Trip
Sponsor Content Created With T-Mobile
SPONSORED Travel smarter and safer
By David Rodeck
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How This Rewards Card Turns Everyday Spending Into Wireless Savings
Sponsor Content Created With T-Mobile
SPONSORED It all adds up.
By David Rodeck
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The IRMAA Income Trap Quiz: What Really Counts?
From municipal bonds to Roth conversions — take our quiz to find out if you know which income streams push you into higher Medicare brackets.
By Donna LeValley
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What to Know About CD Ladders, A Flexible Way to Save
Savings One way to keep your earnings on track is to spread out your cash.
By Rivan V. Stinson
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Best States for Trusts: How to Choose a 'Trust-Worthy' One
To minimize taxes, protect assets and give you and your beneficiaries greater control, eight states stand above the rest when it comes to trust laws.
By Martin Baker, CFP®, CEPA®
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Is Your Portfolio Overweight? How to Rebalance and Diversify
There are several kinds of overweighting risks to watch out for, and a simple rebalancing doesn't always fix the problem.
By David Jaeger, CFP®
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The Best Vanguard ETFs to Buy
The best Vanguard ETFs all feature rock-bottom fees, large asset bases and long trading histories. Here are a few of our favorites.
By Jeff Reeves
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The Best Tech ETFs to Buy
ETFs Tech ETFs can deliver superb tax efficiency and growth potential, but investors must be aware of high volatility, concentration risk and stretched valuations.
By Tony Dong, MSc
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Why Turning 60 is a Good Time to Start a New Career
Why going back to work after 60 is as much mental as it is practical, and often exactly what you need most.
By Kathryn Pomroy
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10 States With the Highest Gas Tax in 2026
Gas Prices Fuel costs are climbing nationwide. Here’s where drivers are paying the highest taxes per gallon and why gas prices are going up now
By Kelley R. Taylor
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6 Ways to Make the Most of Your 2026 Tax Refund
With record amounts expected to be returned to taxpayers this year, having a plan for the money in advance is key.
By Beth Braverman
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We are 63 with $5.7 million. My wife wants long-term care insurance.
Even with our solid nest egg, it's not clear if we should self-insure or buy long-term care insurance.
By Maurie Backman
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What the Oil Market Is Telling Us About Energy and Gas Prices
There's no let-up in demand for oil and gas, so what happens if the war in Iran continues to constrain supplies? Consumers and investors should take note.
By Jay R. Young
