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I'm 58, divorced, and dating again, but women just seem to care about the size of my bank account.
Does size matter? We ask experts in dating, financial planning and law for advice.
By Maurie Backman Published
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7 Practical Steps to Kick Off Your 2026 Financial Planning
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future.
By Scott H. Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP® Published
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How Strategic Retirement Withdrawals Make a Huge Difference
A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years.
By Mike Palmer, CFP Published
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Retirees, Protect Your Savings With Umbrella Insurance
retirement You may not realize you don’t have enough liability coverage until something catastrophic happens.
By Rachael Green Last updated
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Is a White Elephant Gift Exchange Right for Your Group?
Feature Discover the fun, quirks and festive alternatives to white elephant exchanges — and make your holiday gathering unforgettable.
By Jacob Wolinsky Last updated
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Are You Saving Too Much for Retirement? Know These Surprising Downsides
Your money may be better served outside of a retirement account.
By Donna Fuscaldo Published
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The Best High-Yield Savings Accounts of November 2025
Our high-yield savings account picks earn you rates as high as 4.35%, helping you outpace inflation and grow your savings quicker.
By Sean Jackson Last updated
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Best Dividend Kings for Decades of Dividend Growth
dividend stocks Dividend Kings are the crème de la crème of dividend growers and should be top of mind for any investor who puts income stability above all else.
By Jeff Reeves Last updated
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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 Published
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How to Redefine Retirement on Your Own Terms
Sponsored by Guardian
By Sponsored Content Published
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An HSA Sounds Great for Taxes: Here’s Why It Might Not Be Right for You
Health Savings Even with the promise of ‘triple tax benefits,’ a health savings account might not be the best health plan option for everyone.
By Kelley R. Taylor Published
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IRS Direct File: What You Need to Know for 2025
Tax Filing The Trump administration has ended this free IRS tax filing program. Find out what's happening and what it means for you.
By Kate Schubel Last updated
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Oklahoma Tax Guide 2025
State Tax Explore Oklahoma's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Oklahoma compares nationwide.
By Katelyn Washington Last updated
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The 'Pay Yourself' Rule of Retirement Spending
Get peace of mind in retirement with the 'Pay Yourself' rule.
By Donna Fuscaldo Published
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Fish and Chips? More Like Fish and a Side of Customer Anger
You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant could be violating the truth-in-menu laws.
By H. Dennis Beaver, Esq. Published
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What the 2026 Tax Landscape Means for Financial Advisers
The OBBB's impacts on 2026 are taking shape, amplifying the need for financial advisers' expertise in transforming stability into strategy for their clients.
By Dave Alison, CFP®, EA, BPC Published
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A Blueprint for Helping to Build Your Advisory Practice
As a financial professional, you can draw lessons from Advisors Excel's journey to find ideas, strategies and inspiration for growing your own advisory business.
By Cody Foster Published
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Two Ways To Stop and Restart Social Security: Ditch the Regret
Get a Social Security do-over. Learn how to stop and restart Social Security.
By Jacob Wolinsky Last updated
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When Is Cyber Monday?
When is Cyber Monday? And for that matter, what is it? Our guide to the online shopping event.
By Martin Shore Last updated
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What To Know About Black Friday
The biggest shopping event of the year is right around the corner. We'll help get you prepared to go deal-hunting.
By Martin Shore Last updated
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Nine Ways Seniors Can Save on Car Insurance
Seniors tend to pay more for car insurance, but these discounts and strategies can help you keep rates down.
By Rachael Green Last updated
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Best Bond ETFs to Buy Now
ETFs Bond ETFs are useful in a diversified portfolio, but investors should be aware of interest rate sensitivity, credit quality, liquidity and tax efficiency.
By Tony Dong, MSc Last updated
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The 'First Year of Retirement' Rule
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
By Jacob Schroeder Last updated
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Best Dividend ETFs to Buy Now
ETFs Are you a set-it-and-forget-it income investor? These dividend ETFs generate cash through a variety of long-term strategies.
By Kyle Woodley Last updated
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Outsmarting the AI Job Algorithm: Why Older Women Need a Strategy
When you're job hunting, AI may undermine your best efforts. Here's how older women can throw a wrench in the algorithm.
By Christy Bieber Published
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An Expert's Take: Why You Should Resist a Zero-Down Mortgage
While it's certainly enticing, a zero-down mortgage comes with significant risks, especially if home values decline or you want to refinance.
By Jared Elson, Investment Adviser Published
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I'm Embarrassed to Ask: What Is a Life Insurance Trust?
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance.
By Marguerite Weese, JD, LL.M. Published
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Are Your Employees Quietly Cracking? What to Do About That
Some employees who are unable to change jobs due to economic conditions are doing only the bare minimum, leading to decreased work quality and team morale.
By Alice Grey Harrison Published
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New RMD Rules: Can You Pass This Retirement Distributions Tax Quiz?
Quiz Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could shrink your savings.
By Kelley R. Taylor Published
