Features
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Find Your Monthly Payment With This Mortgage Calculator
Tools With our mortgage calculator, you can easily determine your monthly mortgage payment.
By Carla Ayers
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The Met Opera May Sell Its Iconic Paintings. Is it a Good Investment?
Buying the Marc Chagall murals would come with a big stipulation attached.
By Alexandra Svokos
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Types of Income the IRS Doesn't Tax
Income Tax It might feel as if the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
By Kelley R. Taylor
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11 Overlooked Tax Deductions and Credits
Tax Breaks Don’t miss these often overlooked tax deductions and credits when you file your tax return this year.
By Katelyn Washington
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Do You Really Need All Those Phone Plan Perks?
Unlimited data plans now come bundled with streaming, travel perks and device deals — but many people pay for extras they rarely use.
By Choncé Maddox
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Why You Should Book a Winter Vacation
Travel Smart In the early months of the year, travel demand dips — and so do prices.
By Emma Patch
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How to Find a Financial Adviser for Retirement Planning
Finding the right financial adviser for retirement planning can save you time and money. Here's how to avoid sketchy ones and unearth the truly great advisers.
By Adam Shell
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Taxes May Be a Certainty, But the Amount You Pay Doesn't Have to Be
Don't wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.
By Brett Gottlieb, Investment Adviser Representative
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The New Average Divorce Rate By Age: Are You in the Risk Zone?
While the overall divorce rate has seen a small but steady decline, gray divorces have been on the rise since the 1990s.
By Donna LeValley
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Is the Housing Market's 'Lock-In Effect' Finally Starting to Ease?
As mortgage rates stabilize and fewer owners hold ultra-low loans, the lock-in effect may be losing its grip.
By Choncé Maddox
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My wife says our $4.3 million savings are 'our grandkids' inheritance.'
I want to travel while we are still healthy, but my wife wants to pass down our wealth. Who is right?
By Maurie Backman
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Senior Living Communities: A Guide to Finding the Right Fit
Senior living facilities have improved and are as diverse as the people who inhabit them. Now, they're more than just a place to go — they're a place to grow.
By Joel Theisen, RN
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3 Common Myths About Working With a Financial Planner
Think financial planners are only for the wealthy and that AI can replace human advice? Nope. Even people with moderate wealth need professional advice.
By Chris Leckenby
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Should You Invest in the Quantum Computing Sector?
Investors interested in quantum computing could consider ETFs focused on cloud services enabling small businesses to use big technology.
By Max Isaacman, Investment Adviser Representative
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How This 529 'Superfund' Strategy Can Transform Your Estate Plan
This 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.
By Erin Bendig
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Does Your Child Need to File a Tax Return This Year?
Tax Filing Here’s how to tell if your child needs to file a tax return and how it can impact your tax liability.
By Katelyn Washington
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10 Worst Things to Buy in Bulk at Costco
Smart Buying Costco gets big ups from shoppers and shopping experts alike for its high-quality products and low prices. However, it's not always the wisest choice to buy these products in bulk.
By Bob Niedt
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The Cheapest Gold ETFs to Buy Now
gold Gold ETFs can provide hedging and diversification benefits without the hassle of holding and storing physical bullion.
By Tony Dong, MSc
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block
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See Our Best Jumbo CD Rates
The best jumbo CD rates can yield returns of up to 4.35%. See our top choices.
By Sean Jackson
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4% and Chill? Find Out If This Distribution Rule Fits Your Retirement
Take this simple quiz to discover whether the 4% Rule will work for you in retirement.
By Donna LeValley
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Do You Have to File Taxes This Year?
Tax Filing If you meet certain income requirements, you are required to file a federal tax return this year. You could face penalties if you don't.
By Katelyn Washington
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Are You a Retirement Millionaire Too Afraid to Spend?
Don't let regret haunt you. Here are six ways to safely enjoy your sizable retirement nest egg.
By Donna Fuscaldo
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The Rule of 240 Paychecks in Retirement
The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely.
By Jacob Schroeder
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3 Retirement Changes to Watch in 2026: Tax Edition
Retirement Taxes Between the Social Security "senior bonus" phaseout and changes to Roth tax rules, your 2026 retirement plan may need an update. Here's what to know.
By Kate Schubel
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Tax Season 2026 Is Here: 8 New Tax Changes to Know Before You File
Tax Season Due to several major tax rule changes, your 2025 return might feel unfamiliar even if your income looks the same.
By Kelley R. Taylor
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Yes, Artificial Intelligence Stocks Are Booming
It's fair to ask about the latest tech boom, "Is it really different this time?"
By Simon Constable
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Estate Plan Details to Discuss (And What to Keep Private)
Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't like to talk about money. What to do?
By Phillip Reed, JD, CAPP™
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How to Minimize the Damage of Bad Market Timing at Retirement
Poor investment returns early in retirement on top of withdrawals can quickly drain your savings. The ideal plan helps prevent having to sell assets at a loss.
By Tommy Snyder
