Features

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

The average monthly Social Security check amount might surprise you. Here's a look at July's numbers and why they matter.

By Donna LeValley

Quiz Your Social Security raise isn't random. Take the quiz to discover your COLA IQ.

By Donna LeValley

Quiz You're only human. And your biggest error as an investor might be simply failing to recognize a basic evolutionary fact. Our quiz can help you do that.

By David Dittman

The past few years have undermined the notion that when stocks fall, bonds rise. But a solution is finally opening to individual investors.

By Christopher Zook

State Tax See which of the nine zero-tax states offer real cost savings on property taxes, insurance, and utilities.

By Kate Schubel

Tax Breaks A new law gives more tax breaks to victims of natural disasters. The IRS also has an assortment of resources for victims.

By Joy Taylor

State Tax Explore Delaware's state tax rates for income, sales, property, retirement, and more. Learn how Delaware compares nationwide.

By Katelyn Washington

Sentiment toward bonds is deeply negative right now, and opinions are divided on the best way to achieve diversification. How should investors move forward?

By Jesse W. Hurst, CFP®, AIF®

In this week's Wealth Wise advice column, financial experts answer four critical questions about rising tuition, shifting job markets, and navigating the new 529 plan rules.

By Maurie Backman

AI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.

By Frank J. Legan

By planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off.

By Julie Halpert

Spouses who collect substantial Social Security benefits may see a significant drop in income when one dies. These annuities can help make up for the loss.

By Ken Nuss

History shows that inflation erodes long-term returns, but investors can diversify their portfolio to help protect wealth against rising costs. Here's how.

By Charles Lewis Sizemore, CFA

Who better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?

By Lauren Traulsen

Social Security may still be part of the retirement picture for younger workers, but it shouldn't be the cornerstone of your strategy. How to adapt.

By Vincent Birardi, CFP®, AIF®, MBA

"I have not retired — I could. I just enjoy working. Now I am mentoring others on my team to help them grow and learn about investing and real estate."

By Joyce Lamb

Shifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.

By Vincent Sgro

It's time to enjoy the wealth you've built without worrying about inflation and surprise expenses wiping out your savings. Here's how.

By Rachael Green

Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.

By Ben Fuchs, CFP®, CPWA®