Features
-
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®
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
When Paying for Financial Advice, Think Like Warren Buffett
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
-
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.
-
Why Prediction Markets and Sports Betting Aren't Investing
A gentle reminder amid March Madness.
By Coryanne Hicks
-
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
-
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
-
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
-
California Tax Guide
State Tax Explore California's state tax rates for income, sales, property, retirement, and more. Learn how California compares nationwide.
By Katelyn Washington
-
Nebraska Tax Guide
State Tax Explore Nebraska's state tax rates for income, sales, property, retirement and more. Learn how the state compares nationwide
By Katelyn Washington
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
