Features
-
The 5% Diversification Rule: Your Secret Weapon for Smarter InvestingWhen it comes to investing, sometimes less is more. Following the 5% Diversification Rule helps you keep a more balanced portfolio.
By Coryanne Hicks
-
What the Rich Know About Investing That You Don'tSuccessful investors become rich by following basic rules and being disciplined over the long term. Here's how to accumulate real wealth.
By Coryanne Hicks
-
Best Conservative Investments for Retirees in Search of Simple SafetyThe best conservative investments for retirees include low-cost mutual funds and ETFs that hold stocks and bonds as well as simple and safe money market funds.
By Mark R. Hake, CFA
-
12 Great Places to Retire in the MidwestHere are our retirement picks in the 12 midwestern states.
By Stacy Rapacon
-
7 Money Behaviors That Can Hold Back Financial SuccessThe everyday decisions that may be costing you more than you realize.
By Choncé Maddox
-
10 Reasons to Retire in an RVRV-loving retirees talk about the upsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt
-
15 Reasons You'll Regret an RV in RetirementHere's why you might regret an RV in retirement. RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel, or other recreational vehicle.
By Bob Niedt
-
Types of Retirement Income the IRS Doesn't TaxTax Breaks Thankfully, not all the money you receive in retirement is subject to federal income tax.
By Kelley R. Taylor
-
The Best Banks for High-Net-Worth Clients, 2026We studied interest rates, fees, premium services and other account features. These banks rose to the top for high-net-worth clients.
By Mallika Mitra
-
California Tax GuideState Tax Explore California's state tax rates for income, sales, property, retirement, and more. Learn how California compares nationwide.
By Katelyn Washington
-
The Many Definitions of Modified Adjusted Gross Income (MAGI)Income Tax The definition of modified adjusted gross income differs depending on what the calculation is used for.
By Joy Taylor
-
Is Real Estate Investing in 2026 Still a Safe Bet?Should you invest in real estate if its traditional benefits — appreciation, yield, depreciation and protection from inflation — can no longer be guaranteed?
By Alan Stalcup
-
How to Outsmart Vacation Food TrapsIf you want to eat local without the tourist tax, here's how you can find the best hotspots without emptying your wallet.
By Sean Jackson
-
How to Maximize a Late-in-Life InheritanceReceiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories.
By Maurie Backman
-
How You Can Debt as a Tool to Improve Your FinancesEliminating high-interest balances and strategically using lower-rate loans can help you use debt as a tool to help make you more money in the future.
By George Pikounis, CEP®, CFP®
-
Is Your Financial Adviser Qualified to Handle Your ESOP?Make sure your financial adviser knows how to manage your employee stock ownership plan (ESOP) by checking these credentials before you commit.
By Peter Newman, CFA®
-
Ask the Tax Editor: Questions on Estate TaxesAsk the Editor Joy Taylor answers questions from readers on federal and state estate taxes.
By Joy Taylor
-
AI Boom Pushes Bond Yields Higher: What It Means to InvestorsTech companies are borrowing so heavily to fund the AI build-out that they're driving up interest rates and setting up a government-debt headache.
By Blaine Townsend, CIMC®, CIMA®
-
Using Annuities as a Healthcare Expense Buffer in Late RetirementSponsored by Jackson National
Paying for medical expenses in retirement with guaranteed income can not only give you peace of mind, but also ensure rising healthcare costs don't ruin your golden years.
By Donna Fuscaldo
-
Why You Should Avoid Prediction MarketsYou could be going up against traders who have access to AI (and possibly inside information) that makes your chances of winning slim.
By Stephen P. Harbeck
-
The S&P 500 Is More Concentrated Than You Think. These ETFs Spread Your RiskThese U.S. equity ETFs offer non-equal-weighted alternatives to the increasingly concentrated S&P 500, while maintaining broad large-cap exposure.
By Tony Dong, MSc, CETF
-
4 Questions That Reveal if You’re Actually Ready to Age in PlaceIs your "forever home" actually a "Peter Pan house?" The age-in-place dream often hits these three unexpected roadblocks.
By Donna Fuscaldo
-
15-Year vs. 30-Year Mortgage: Pros and Consreal estate Consider these pluses and minuses before jumping into a loan you'll be paying for the next 15 to 30 years.
By Donna LeValley
-
15 Home Maintenance Tasks to Do Before the First Snowhome Don't wait for the first snowfall. These simple home maintenance tasks can help you avoid costly winter repairs and protect your wallet.
By Donna LeValley
-
Is Your Driver's License at Risk? What the DMV Requires From Retirees in 2026See which states require older drivers to retake vision tests to keep their licenses — and the one state that makes retirees retake their road test.
By Donna LeValley
-
These 2026 State Ballot Measures Could Affect Your TaxesA look at several state ballot measures that impact taxes in different states.
By Lisa Gerstner
-
Why a Big Savings Account Won't Guarantee Retirement PeaceEven wealthy pre-retirees worry about financial security in retirement. That's because peace of mind requires an income strategy, not just a high net worth.
By Lee Korn, CPWA®
-
Why Hospice Care Means Choosing Peace, Not Giving UpHospice is often viewed as a surrender or a last resort for a loved one's final days. In fact, it can be taken up sooner, improving life when time is limited.
By Joel Theisen, RN
-
How Self-Employed Deductions Impact Your MortgageYour business deductions can play a complicated role in determining your qualifying income. But there are ways around this issue with the right strategy and the right lender.
By Eric Bernstein
