Features
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Should You File a Tax Extension? 5 Pros and Cons to Weigh Before April 15
Tax Filing It’s easy to extend your 2026 tax filing deadline to October, but don't ignore the April payment requirement.
By Rocky Mengle
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Retiring in Florida: What It Really Costs and What You Save in 2026
State Tax Florida’s tax-friendly reputation draws retirees every year, but potential 2026 property tax changes, rising insurance costs, and everyday expenses can impact your wallet.
By Kelley R. Taylor
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If You'd Put $1,000 Into Ford Stock 20 Years Ago, Here's What You'd Have Today
Ford stock has been a lemon for long-time shareholders.
By Dan Burrows
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The Best Savings Accounts for Retirees to Maximize Cash
For retirees seeking less risky savings options, here are a few recommendations based on your preferences.
By Sean Jackson
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The Two-Lifetime Challenge: How to Fund Your Retirement and Theirs
When you have a child with a disability, your money has to last twice as long. Here is the blueprint for a century of financial security.
By Jaclyn Greenberg
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Why Retirement Needs Core Ingredients, But Your Own Frosting
When it comes to retirement (and cake), people have their own preferences. Instead of trying to fit into a predetermined box, consider a personalized approach.
By Bonnie Treichel
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How High School Can Set Kids on a Path to Financial Wellness
Children can absorb financial stress and poor money habits by the time they reach high school, so where better to intervene and teach healthy behaviors?
By Francine Chew
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Why Venture Investing Could Be a Win-Win for Family Offices
Families who built wealth over generations know a thing or two about entrepreneurship and are uniquely qualified to help start-ups tackling global challenges.
By Steven Thayer
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When a Home Upgrade Becomes a Lifestyle Creep Trap
Do you know how much that new backyard will actually end up costing you each month?
By Becca van Sambeck
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What Booking's Massive 25-for-1 Stock Split Means for Investors
Booking stock will start trading on a split-adjusted basis on Monday, April 6. Here's what that means for investors.
By Karee Venema
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Our son can't come on the family cruise. Should I send him a check?
I'm disappointed my son can't go to Greece with us, but we can't reschedule. I want him to feel we are treating him fairly.
By Maurie Backman
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Is There an Ideal Age for Your Children to Inherit?
As many people live longer, inheritances have shifted from life-changing events to late-in-life supplements. The timing of an inheritance is crucial.
By Ronald “Skip” Skolnik
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Are You Getting Vague Advice About Roth Conversions?
If your adviser isn't crunching all the numbers and showing you a complete picture (in writing), then you might need to find one who will.
By Robert Martin
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Gen Z's Biggest Money Mistakes (and Small Wins That Fix Them)
It's easy to fall into bad money habits in your 20s that can set you back for decades. Here are five mistakes to avoid — and the good habits to form instead.
By David Abraham
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If You'd Put $1,000 Into Costco Stock 20 Years Ago, Here's What You'd Have Today
Costco stock has delivered outstanding returns for truly patient investors.
By Dan Burrows
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The 2026 Food & Wine Calendar: 5 Tours You Need to Book Now
With foodcations and other culinary trips on the rise, we recommend some of the country’s most elite gastronomic events and tours for epicurean retirees.
By Drew Limsky
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'Getting Wealthy Has One Tried-and-True Formula'
Ever wonder how someone who's made a million dollars or more did it? This retired airline pilot shares how he got there — and then some.
By Joyce Lamb
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Spring Cleaning Your Finances? Don't Forget to Look Here
Spring cleaning your finances doesn't require dramatic lifestyle changes — just look for hidden culprits that drain your finances. Here's where to find them.
By Robinson Torres, AFC®, CFEI®
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The Retirement Risk No One Likes to Discuss: You, Still Here
Living longer is the biggest retirement risk for most investors. If your retirement plan doesn't extend to your mid-90s and beyond, this is what you need to do.
By Jon Sabes
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IRA Rollover Stuck in Neutral? This Easy Mistake Can Cost You
Rollover IRAs can end up stuck in cash, while abandoned 401(k)s can be parked in a cash-like Safe Harbor IRA. Here's how to put your money back to work.
By Romi Savova
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Will Your Social Security Be Taxed in 2026? Here’s What to Know
Social Security The Social Security COLA is just one aspect of your benefits that can impact your tax bill.
By Kelley R. Taylor
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Clear vs TSA PreCheck vs Global Entry: What's Worth Your Money?
A look at the relative value of Clear vs TSA PreCheck vs Global Entry for travelers.
By Alexandra Svokos
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Financial Flashback: How Smart Planners Weathered the 2008 Recession
SPONSORED Advertiser Content from American National Insurance Company
By Sponsored Content
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Quiz: How Well Do You Know the New Child Tax Credit?
Quiz The $2,200 child tax credit is here, but with new eligibility rules. Test your knowledge of how much you can claim.
By Roxanne Bland
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Are These the Next Stocks to Split?
Booking's upcoming stock split will make its shares more accessible to investors. Could these high-priced stocks be next?
By Kyle Woodley
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Ask the Editor: Questions on The Tax Filing Season
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the IRS and how the 2026 tax filing season is going so far.
By Joy Taylor
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Oil Prices Push Up More Than the Cost of Gas. Here's What Gets More Expensive Next
From groceries to flights, higher oil prices ripple through your budget. Here's how the chain reaction works and when you may start to feel it.
By Choncé Maddox
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Hybrid Funds Offer Growth and Cash Flow in Retirement
How do you turn decades of hard-won savings into a steady stream of income for the rest of your life? These funds may help.
By MP Dunleavey
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The 'Midwestern Millionaire' Mentality That's Built a Fortune
If you see yourself in these four Midwestern Millionaire traits, you're among America's best savers. You're also most likely one of its most reluctant spenders.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
