Features
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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
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When Life Gives You Lemons But Financial Freedom, What Next?
Women who gain financial autonomy in later life may be pressured to make quick decisions. Instead, take the time to grow a fruitful new relationship with money.
By Marcia Dawood
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Think Like Warren Buffett When You Pay for Financial Advice
What you pay for financial advice is secondary to the true value you receive, which is why the structure of your financial professional's compensation matters.
By David Bromelkamp
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How to Focus on Your Retirement Life Goals, Not Just the Math
"Your Retirement Sketchbook" focuses on the hardest part of retirement planning — figuring out what your retirement life will look like.
By H. Dennis Beaver, Esq.
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Why Prediction Markets and Sports Betting Aren't Investing
A gentle reminder amid March Madness.
By Coryanne Hicks
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5 Stocks to Buy for a Trump Presidency
The second Trump presidency is well underway and these five stocks are set to benefit.
By Karee Venema
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The 5% Diversification Rule: Your Secret Weapon for Smarter Investing
When it comes to investing, sometimes less is more. Following the 5% Diversification Rule helps you keep a more balanced portfolio.
By Coryanne Hicks
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Why Your Medicare Premiums Are $200 Higher Than They Should Be
Here's how overpayments to Medicare Advantage plans are driving up Part B costs for every Medicare beneficiary.
By Donna LeValley
