Features

Retiring early sounds like a dream, but it can quickly turn into a financial or emotional nightmare. Here are eight signs you might be quitting too soon.

By Maurie Backman

Unlocking home equity to supplement retirement savings sounds great in theory. But before you commit, make sure you fully understand the costs involved.

By Anthony Martin

Beginning your investing journey can seem overwhelming at first, but small steps can lead to big financial growth. Here are five manageable ways to get started.

By Coryanne Hicks

Moving to Spain? It can be more practical to rent before you buy. And not rushing into irreversible choices can make it easier if life brings you back home.

By Peter Dougherty, CFP®, CRPC®, EFP (Spain)

Understanding Medicare enrollment is crucial, as missing deadlines can lead to permanent late enrollment penalties and gaps in coverage.

By Donna LeValley

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

Amazon Prime Amazon Prime Big Deal Days returns October 6 and 7. Here's what to know about the 48-hour sale, early deals, Prime membership and how to prepare.

By Rachael Green

Converting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Quiz Navigating retirement rules means tracking key milestone ages. Test your timeline IQ with our quick quiz before making your next move.

By Donna LeValley

If a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.

By Jeremy Keil, CFP®, CFA®, CKA®

K-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.

By Joy Taylor

Your Medigap plan could be much cheaper with another carrier. It's easier than you might think to switch — but beware of the timing trap that can trip you up.

By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®

Defaulting to the oldest child isn't always the best move. Follow these guidelines to select a trustworthy executor and keep the peace among your heirs.

By Donna LeValley

Are you pursuing your own financial goals or what society expects? Find out by asking what you'd change if you could redesign your life, and what you'd keep.

By Feroz Ansari, CFP®

Making Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.

By David Rodeck

There's no magic formula to fit all cases, but these tips for using stock screeners can help you identify risks and rewards on your terms.

By Jeff Reeves

We compare all five ETFs available for Trump Accounts, including their fees, diversification, historical performance and long-term growth potential.

By Tony Dong, MSc, CETF

insurance Delaying enrollment in a medigap policy can lead to higher premiums and denial of coverage in most states.

By Kimberly Lankford

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Fiber internet installation and equipment don't always cost extra. Here's what to check before switching providers.

By Choncé Maddox

Inheritances Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.

By Kate Schubel

Fee-only advisors don't get commissions, referral fees or sales incentives. They give transparent advice that improves lives, paid for directly by the client.

By David Bromelkamp

Don't believe the hype around private equity eating up independent clinical practices. This is the best way to respond when a salesperson calls with an offer.

By Brian Hanks, MBA, CFP®

This law, which affects out-of-state contractors, too, creates a trap by making it illegal to include complaint-withdrawal clauses in settlement agreements.

By H. Dennis Beaver, Esq.

The year you were born determines when you become eligible for your Social Security full retirement age benefit (FRA). Use our calculator to determine your FRA.

By Jackie Stewart

Tax Breaks The IRS allows limited deductions for medical expenses and long-term care insurance premiums. See if you qualify.

By Gabriella Cruz-Martínez

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

By Sean Jackson

The young and old can disagree on what being successful feels like. Real financial freedom comes from a healthy relationship with money, whatever your age.

By Seth Miller, CFP®, CEPA