Features

Prepare for rising Part D costs, shrinking drug plan options, and newly negotiated prescription prices before Open Enrollment begins.

By Donna LeValley

Failing to reach Social Security's 40-credit requirement doesn't mean your tax contributions are lost. Here are some options to help you secure benefits.

By Martha Shedden, CRPC®, RSSA®

A higher salary doesn't equate to a better job offer. Use this checklist to calculate the value of your noncash compensation and compare the full package.

By Stephen B. Dunbar III, JD, CLU

Debt can be a tool for long-term financial well-being. Loans for education, business expansion or high-interest consolidation can help you build wealth.

By David Kimball

retirement Whether you're planning ahead for your own heirs or have been asked to be the executor of an estate for someone else, it pays to understand what the role requires.

By Katherine Reynolds Lewis

Property Tax Permanent hardscaping and other installations may raise your property tax bill in 2026: here's what you may do about it.

By Kate Schubel

Having a power of attorney is critical should the time come when you can't make health and financial decisions on your own.

By Ella Vincent

Estate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.

By Deborah Yao

There are many steps you have to take if you're named the executor of an estate, and each estate is different, but there are some basic steps to follow.

By Sandra Block

Surprise! Just over half of Americans 65 and older currently have a pension. Here is how much these guaranteed lifetime benefits pay out in all 50 states.

By Adam Shell

Rather than formally retire, Serena Williams sought an "evolution."

By Alexandra Svokos

Are you accidentally sabotaging your own financial security? A top financial executive explains why doing what feels "safe" might be your biggest risk.

By Donna Fuscaldo

Traditional portfolios are becoming increasingly concentrated. Consider investing in real assets, such as commodities, infrastructure and real estate.

By Mamadou-Abou Sarr, CIFD

A securities-based line of credit can provide access to cash without requiring you to sell eligible investments. These are the opportunities and risks.

By Rich Guerrini

In addition to saving and investing, financial literacy should teach us how to manage 401(k) cash-outs and rollovers so we can protect our wealth.

By Spencer Williams

If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Disruptive innovation has made stocks a winning asset class over time, and a top-heavy index has helped accelerate long-term wealth creation for investors.

By Dan Burrows

The way Dolly Parton lived her life and made business decisions offers the rest of us lessons about money, purpose, resilience, generosity and courage.

By Feroz Ansari, CFP®

Compare your average Social Security check with others of your age, and plan for the future.

By Donna LeValley

Securing your future before life hands you a major transition, such as retirement or widowhood, is the best way to ensure you have clarity when it matters most.

By Becki E. Iacopelli, MT, CFP®, CFA®

A reader's minor vehicle dispute shows how jumping to drastic actions without checking the facts or considering the legal risks can land you in legal trouble.

By H. Dennis Beaver, Esq.

Many people treat their equity compensation like it's isolated from the rest of their investment plans, but it affects everything from taxes to cash flow.

By Elizabeth Schleifer, CFP®

Tired of lending money to Uncle Sam? There are other ways to invest your fixed-income dollars that are secure and can help you do good while doing well.

By Max Kulyk, CRPC®, CSRIC™

Advertiser Content Whittier Trust Company

Sponsored Trusted advice and the role of AI in wealth management

By Whittier Trust Company

As inflation persists, the 2027 Social Security COLA forecast has gone down from June's estimate of 3.8% to 3.6%.

By Donna LeValley

Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.

By Donna LeValley

Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.

By Donna LeValley