Latest
-
Is a White Elephant Gift Exchange Right for Your Group?
Feature Discover the fun, quirks and festive alternatives to white elephant exchanges — and make your holiday gathering unforgettable.
-
Are You Saving Too Much for Retirement? Know These Surprising Downsides
Your money may be better served outside of a retirement account.
-
The Best High-Yield Savings Accounts of November 2025
Our high-yield savings account picks earn you rates as high as 4.35%, helping you outpace inflation and grow your savings quicker.
-
Best Dividend Kings for Decades of Dividend Growth
dividend stocks Dividend Kings are the crème de la crème of dividend growers and should be top of mind for any investor who puts income stability above all else.
-
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.
-
How to Redefine Retirement on Your Own Terms
Sponsored by Guardian
-
An HSA Sounds Great for Taxes: Here’s Why It Might Not Be Right for You
Health Savings Even with the promise of ‘triple tax benefits,’ a health savings account might not be the best health plan option for everyone.
-
IRS Direct File: What You Need to Know for 2025
Tax Filing The Trump administration has ended this free IRS tax filing program. Find out what's happening and what it means for you.
-
Oklahoma Tax Guide 2025
State Tax Explore Oklahoma's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Oklahoma compares nationwide.
-
The 'Pay Yourself' Rule of Retirement Spending
Get peace of mind in retirement with the 'Pay Yourself' rule.
-
Fish and Chips? More Like Fish and a Side of Customer Anger
You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant could be violating the truth-in-menu laws.
-
What the 2026 Tax Landscape Means for Financial Advisers
The OBBB's impacts on 2026 are taking shape, amplifying the need for financial advisers' expertise in transforming stability into strategy for their clients.
-
A Blueprint for Helping to Build Your Advisory Practice
As a financial professional, you can draw lessons from Advisors Excel's journey to find ideas, strategies and inspiration for growing your own advisory business.
-
Two Ways To Stop and Restart Social Security: Ditch the Regret
Get a Social Security do-over. Learn how to stop and restart Social Security.
-
When Is Cyber Monday?
When is Cyber Monday? And for that matter, what is it? Our guide to the online shopping event.
-
What To Know About Black Friday
The biggest shopping event of the year is right around the corner. We'll help get you prepared to go deal-hunting.
-
Nine Ways Seniors Can Save on Car Insurance
Seniors tend to pay more for car insurance, but these discounts and strategies can help you keep rates down.
-
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.
-
The 'First Year of Retirement' Rule
The 'first year of retirement' rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
-
Best Dividend ETFs to Buy Now
ETFs Are you a set-it-and-forget-it income investor? These dividend ETFs generate cash through a variety of long-term strategies.
-
Outsmarting the AI Job Algorithm: Why Older Women Need a Strategy
When you're job hunting, AI may undermine your best efforts. Here's how older women can throw a wrench in the algorithm.
-
An Expert's Take: Why You Should Resist a Zero-Down Mortgage
While it's certainly enticing, a zero-down mortgage comes with significant risks, especially if home values decline or you want to refinance.
-
I'm Embarrassed to Ask: What Is a Life Insurance Trust?
Life insurance trusts, particularly irrevocable life insurance trusts (ILITs), can minimize estate taxes and protect your heir's inheritance.
-
Are Your Employees Quietly Cracking? What to Do About That
Some employees who are unable to change jobs due to economic conditions are doing only the bare minimum, leading to decreased work quality and team morale.
-
New RMD Rules: Can You Pass This Retirement Distributions Tax Quiz?
Quiz Take our RMD quiz to test your retirement tax knowledge. Learn about RMD rules, IRS deadlines, and tax penalties that could shrink your savings.
-
I'm 61 and need $50,000 for home repairs. Should I borrow, given today's rates, or take a withdrawal from my $950,000 401(k)?
We asked financial experts for advice.
-
Credit Score News Could Help First-Time Homebuyers
Lenders who sell mortgages to Fannie Mae and Freddie Mac used to only be able to use FICO for loan qualification. Now there's VantageScore, owned by the three major credit bureaus.
-
Headed for the Retirement Red Zone? This Plan Avoids Fumbles
These strategies help safeguard your nest egg and ensure long-term financial success during the five years before retirement and the five years after.
-
I'm a Financial Planner: How You Can Get Started With RMDs
The IRS will come knocking for its share of your tax-deferred retirement savings when you hit 73, but planning ahead for RMDs will ensure you're ready.
