Features

Long-term care insurance can help offset one of the biggest financial blind spots in retirement. But timing and strategy are everything.

By Maurie Backman

Americans are working for more companies across their lifetime — and for far longer. That can lead to greater tax liabilities you'll need to plan for.

By Martin Schamis, CFP®

Before rushing into your next property exchange, ask yourself if you want another investment or the freedom of a life beyond real estate management.

By Carl E. Sera, CMT

Tax Deadlines Avoid costly IRS penalties and interest by tracking the most important 2026 federal income tax due dates for individual taxpayers.

By Kate Schubel

ETFs Energy ETFs can help investors earn income, hedge against inflation and speculate on commodity prices. Here are five we like.

By Tony Dong, MSc, CETF

Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy.

By Laura Gariepy

Looking for ways to stretch your retirement dollars? Follow these tips to get a deal on your next vacation.

By Donna Fuscaldo

It's not all about the big trips and special occasions. There are plenty of ways to enjoy yourself day-to-day in retirement without breaking the bank.

By Maurie Backman

Quiz How much do you know about the impact on Social Security, taxes and healthcare when you work past retirement age or decide to "unretire"?

By Charlotte Gorbold

Property Tax Moving to Arizona? Here's where to buy for the lowest property tax bills in the state.

By Kate Schubel

Quiz Are you in a good position to retire at 62? Find out with this quick quiz.

By Donna Fuscaldo

Most people turning 65 today face a 70% chance of needing long-term care at some point — yet insurance remains expensive and often out of reach for many.

By Elaine Silvestrini

If your portfolio has been underperforming, you might need to fire your adviser. That gets tricky if you share a friend group.

By Maurie Backman

I retired from full-time work early last year, but I'm still subject to the surcharge because of this rule.

By Sandra Block

Do you know how you'll afford to age in place, help kids and grandkids now and after you pass and avoid making compromises on your healthcare?

By Jerry Golden, Investment Adviser Representative

Current laws are largely ineffective at protecting accident victims from "fast cash" companies that buy structured settlements. Here's how to protect yourself.

By H. Dennis Beaver, Esq.

Building resilience and making smart, long-term decisions throughout every stage of your business' lifecycle is what success is all about.

By Mark Valentino

Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.

By Dr. Preston Cherry, CFP®

Only one thing beats getting a good price on something, and that’s getting it for free.

By Bob Niedt

As the Knicks prepare to celebrate with a ticker-tape parade, we take their hard-fought lessons to the trading floor.

By Alexandra Svokos

In our retirement advice column, Wealth Wise, a 66-year-old retiree learns how strategically placing your stocks, bonds, and cash can save you thousands.

By Maurie Backman

Sponsored by American National

Retirement planning in 2026 has come with new contribution limits, tax breaks and healthcare changes. Here's what savers and retirees need to know.

By Jacob Schroeder

You don't need a premium ticket to enjoy a better flight. These simple upgrades can add comfort and convenience to your next trip.

By Rachael Green

Corporate profits are coming in hot, and for now, that trumps war, inflation and a host of other worries. Here's our guide for where to invest now.

By Anne Kates Smith

The term "money market" has become a catch-all description for a variety of interest-bearing products that follow different rules.

By David Milstead

It may seem like everyone wants to sell you a whole life insurance policy. Is it worth it as a retirement savings hack?

By Maurie Backman

Your spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.

By Craig Kirsner, Investment Adviser Representative