Features
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Will Retirement Be Enough to Break My Phone Habit?
Older adults spend more time on screens than any other age group — and retirement doesn't automatically change that. Here's what might actually help.
By Jacob Schroeder
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The Best Municipal Bond ETFs to Buy
Taxes can severely reduce the income a bond ETF produces. The best tax-free municipal bond ETFs can mitigate that impact on your portfolio.
By Tony Dong, MSc
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Middle Wealthy and Retired? Where to Find Financial Advice that Fits
Too rich for basic financial advice but not rich enough for private client services? What's the best way to plug the "middle wealthy" retirement planning gap?
By John Vandergriff
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The Real Reason You're Never Promoted (and How to Change That)
Delivering strong results but always passed over for promotion? Find out what's really behind your lack of advancement and how to get to the next level.
By Maharukh Dalal, MBA, CPCC
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Launching a Small Business? Avoid These 2 Costly Mistakes
Experts explain why skipping business insurance is a false economy, and how to avoid being accused of unfair competition when setting up a new business.
By H. Dennis Beaver, Esq.
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Mailing Your Tax Return This Year? What to Know Before You Do
Tax Filing There are plenty of reasons not to mail your tax return this year, but here’s what you should know if you are.
By Katelyn Washington
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Tax Day: Is the Post Office Open Late on April 15? What to Know for 2026
Tax Filing Tax Day means some people need to mail their federal income tax returns.
By Kelley R. Taylor
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10 States With the Lowest Sales Tax
Sales Tax Living in one of the lowest sales tax states doesn't always mean you'll pay less.
By Katelyn Washington
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5 Social Security Myths That Can Cost You Thousands
Before you collect Social Security benefits, make sure you don't believe any of these falsehoods.
By Donna Fuscaldo
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Is Your Estate at Risk? The 5 Trusts You May Be Missing
You can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
By Donna LeValley
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13 Worst Things to Buy at Dollar Stores
These discount retailers stock plenty of bargains, but not every product is worth the buck.
By Bob Niedt
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The New 65? Why the Healthiest Retirees Are Throwing Out the Old Playbook
How the healthiest retirees are rethinking the back half of retirement.
By Kathryn Pomroy
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Pershing Square IPO: Should You Buy the PSUS IPO?
Bill Ackman will take his Pershing Square hedge fund firm public in a rare "combined IPO" with a new closed-end fund. Here's what investors need to know.
By Karee Venema
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If You'd Put $1,000 Into Apple Stock 20 Years Ago, Here's What You'd Have Today
Apple stock may be slumping these days, but it's been a buy-and-hold beast for the ages.
By Dan Burrows
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Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
By Bob Niedt
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Tax Day 2025: Don’t Miss These Food Deals, Freebies and Special Discounts
Discounts You can score some sweet deals on April 15 in some select restaurants like Burger King, Shake Shack, Krispy Kreme, and more.
By Gabriella Cruz-Martínez
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Best Defense Stocks to Buy Now
stocks Government contractors and other defense stocks could soar if Washington passes a record defense budget. Here are some of Wall Street's favorite names.
By Kyle Woodley
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Already Filed Your Taxes? How (And When) to Change Your Return Without Delaying Your IRS Refund
Tax Returns Caught an error or missed a tax deduction after hitting submit? Before you rush to file an amendment, see which mistakes the IRS fixes for you and which ones require a Form 1040-X to save your refund.
By Chrissy Paradis
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10 Cheapest Places to Live in South Carolina
Property Tax From the outskirts of Myrtle Beach to the Upstate, these affordable gems have the lowest property tax bills in the state.
By Kate Schubel
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Your Mailed Tax Return Could Be Late Under New USPS Postmark Rules: Here's Why and How to Avoid IRS Penalties
Income Tax If you wait until April 15 to mail your IRS tax return, you might be in for an unpleasant surprise.
By Roxanne Bland
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6 Scary Retirement Risks (and How to Vanquish Them)
From the cost of long-term care to outliving your savings, aging is full of risks that are almost too scary to contemplate. Here's how to face them fearlessly.
By Shawn Maloney
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5 More Ways to Address the Conundrum of Concentrated Stock
Managing a concentrated stock position is a complex puzzle involving diversification, liquidity, cost, tax and risk. Here are five ways to solve it.
By Evan T. Beach, CFP®, AWMA®
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Stop Sweating the Small Stuff When You Spend Your Retirement Money
After retirees have spent a lifetime accumulating savings, one of their biggest hurdles is overcoming their reluctance to spend their money.
By Janet Bodnar
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9 Critical Tax Deadlines Falling on April 15, 2026
Tax Deadlines Sure, you must file federal income taxes, but do you know about all the other tax deadlines that fall on April 15?
By Katelyn Washington
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Our Grandchild Wants Help Paying for a $90k-Per-Year College.
We're 75 with $3.2 million. Our son is pressuring us to help pay for our granddaughter's college so she can avoid student loans. What should we do?
By Maurie Backman
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How Much Would the Smokey and the Bandit Run Cost Today?
See if the caper is worth today's gas prices in a Trans Am vs a modern car.
By Sean Jackson
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Why Long-Term Care Can Topple the Most Solid Retirement Plan
You'll most likely need long-term care as you age. Not planning for it puts your assets and your family's peace of mind at risk. Here's how to tackle the beast.
By Kara Stewart
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This Simple Rule Can Stop You From Blowing Your Inheritance
An inheritance can seriously improve your finances, but use the 30-60-90-day rule to avoid the temptation of spending it immediately or making rash investments.
By Phillip Reed, JD, CAPP™
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Retiring Early? ACA Subsidies Now Could Cause Tax Pain Later
Health care subsidies can be a valuable benefit in early retirement, but locking them in now can mean higher taxes later. Here's what you need to consider.
By Kyle Hammerschmidt, Investment Adviser
