Features
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AI is Making Your Community Bank More Human, Not Less
Community banks and credit unions can use AI to free up employees' time, allowing them to focus on customer relationships and maintain the human touch you value.
By Sean Desmond
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3 Ways to Set Up a Retirement Paycheck: Which One Suits You?
Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.
By Kyle Hammerschmidt, Investment Adviser
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Why Business Owners Need Combined Estate and Succession Plans
Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.
By Keith Berk
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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
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Who Controls Gas Prices in the US?
personal finance Who controls gas prices in the U.S.? There's no puppeteer, just several factors that combine to pull and push on what you pay at the pump.
By Jim Patterson
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Colorado Tax Guide
State Tax Explore Colorado's state tax rates for income, sales, property, retirement, and more. Learn how Colorado compares nationwide.
By Kate Schubel
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Is High-Yield Savings Account Interest Taxable? What to Know for 2026
Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Kate Schubel
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The Hidden Culprit Adding $1,000 to Electric Bills
Learn how this factor could raise your energy bill by over a $1,000 annually.
By Sean Jackson
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Our children want us to take care of the grandkids this summer. How do we say no?
We love our grandkids, but we're not a summer camp.
By Maurie Backman
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All That Glitters Is Usually Taxable
Profits from selling physical gold and silver, and even some precious metal funds, are taxed differently from other investments.
By Sandra Block
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Your 401(k) Is Sitting Pretty, But Does It Need a Rethink?
Don't just set and forget your 401(k). Creating a plan for investments, income and health care ensures your balance translates into lifelong financial security.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Will Environmental Hazards Make a Mess of Your Estate Plan?
Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.
By Rick Kubler
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Setting Up a Business: The End Is a Very Good Place to Start
It may seem crazy to start a business with the end in mind, but thinking about your exit first will have tax benefits and ease crisis management down the line.
By Rick Simonetti
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6 Cybersecurity Stocks to Buy Now
tech stocks Global security spending, already on the rise, will accelerate amid geopolitical uncertainty, and cybersecurity stocks will benefit from these budget increases.
By Tom Taulli
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12 Investments No Retiree Should Make
In retirement, when it's wise to take fewer risks with your nest egg, some investments are just nuts.
By David Rodeck
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QUIZ: Are You Ready To Retire At 70?
Are you in a good position to retire at 70? Find out with this quick quiz.
By Donna Fuscaldo
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Suddenly, Everyone's a 'Founder' on LinkedIn: Should You Join Them?
Here's how to manage your own consultancy or startup while protecting your retirement wealth.
By Jacob Schroeder
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5 Alternative Investments to Incorporate Into Your Portfolio
Folks concerned with stock and bond market volatility could consider adding these alternative investments to their portfolios.
By Jeff Reeves
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Regret Your Move to Medicare Advantage? Two 'Safety Nets' Can Help
Discover the federal protections (one expires on April 1) and state-level hurdles you’ll face when switching from Medicare Advantage back to original Medicare.
By Donna LeValley
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Are You Too Busy to Spare Your Heirs Stress and Heartache?
The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.
By H. Dennis Beaver, Esq.
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3 Ways I'm Teaching My Kids Healthy Investing Behaviors
These three practical steps worked for my family. This is how you can put them into practice for yours.
By James Martielli, CFA®, CAIA®
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Don't Ask 'Are You a Fiduciary?' — Use This Question Instead
Asking "Are you a fiduciary?" won't tell you everything about a financial professional. Here's a question that will clarify where you stand, 100% of the time.
By David Bromelkamp
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Best Things to Buy at Dollar Stores
You might be surprised by some of the items you can and should purchase for just a buck.
By Bob Niedt
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Quiz: Can You Hit 'Reset' on Your Social Security Check?
Quiz Whether you're looking for a total "do-over" or just a temporary "pause," this quick quiz reveals exactly what is — and isn't — possible.
By Donna LeValley
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Quiz: Do You Understand the Social Security Earnings Test?
Quiz Take this quick quiz to test your knowledge of the Social Security earnings test and avoid being surprised by a smaller check than you expect.
By Donna LeValley
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7 Solutions to Protect Your 401(k) in a Down Market
Use these seven strategies to safeguard your nest egg when volatility strikes. You're not powerless.
By Adam Shell
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What Is the Rule of 72 and How Can Investors Use It?
The Rule of 72 is an easy way to calculate how long it will take your investment to double in value. Here's how it works.
By Charles Lewis Sizemore, CFA
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Alternatives to the Rule of 72
The Rule of 72 is a simple calculation tool for investors to use, but it's not necessarily the most accurate. Here are some more precise options to try.
By Coryanne Hicks
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Protect Your Retirement Wealth After Moving to a Cheaper State
While a move can protect your legacy, many retirees stumble at the finish line by ignoring the strict state residency tests used to challenge their new status.
By Donna LeValley
