Features
-
Estate Planning When You Have a Skeleton in the Closet
We asked estate planning experts how to keep transgressions secret, even after death.
By Donna Fuscaldo
-
Should You Withhold Tax From Social Security Benefits?
Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
By Kelley R. Taylor
-
Arkansas Tax Guide
State Tax Explore Arkansas's state tax rates for income, sales, property, retirement, and more. Learn how Arkansas compares nationwide.
By Katelyn Washington
-
New Trump Tax Bill: 5 Changes Homeowners Need to Know Now
Tax Changes Trump’s new tax legislation is reshaping how tax breaks for homeowners work.
By Gabriella Cruz-Martínez
-
Arizona Tax Guide
State Tax Explore Arizona's state tax rates for income, sales, property, retirement, and more. Learn how Arizona compares nationwide.
By Kelley R. Taylor
-
Ways to File Taxes for Free This Year
Free Filing Tax season is about to begin, and if you’re looking to save money, there are several ways to file your taxes for free.
By Kelley R. Taylor
-
Should You Be Investing in Emerging Markets?
Economic growth, earnings acceleration and bargain prices favor emerging markets stocks right now.
By Anne Kates Smith
-
Social Security: Are You and Your Financial Adviser in Sync?
Deciding when to claim Social Security is tricky if you and your adviser haven't thoroughly covered the topic. Here's how to ensure you're on the right track.
By Myles J. McHale, Jr. AIF®, CRPP®
-
How to Find the Best International Moving Company
It's best to use an international moving company to protect your belongings and budget when relocating to another country. Here's how to find a reputable firm.
By Alastair Johnson
-
How to Plan Your First Global Retirement Adventure in 2026
Retirement unlocks a thrilling (and slightly scary) new world of possibilities. Why not kick it off with an overseas journey — the ultimate way to step boldly into this exciting new chapter of your life?
By Kathryn Pomroy
-
5 Best Commodity ETFs to Buy Now
ETFs These commodity ETFs provide exposure to a broad basket of raw materials via futures contracts. But their relative complexity comes with higher fees.
By Tony Dong, MSc
-
Should You Get a Long-Term or Short-Term CD Before the Fed Meeting in January?
Is a long-term or short-term CD better to open before the Fed meeting next week? Here's what you need to know.
By Erin Bendig
-
How Federal Reserve Rate Decisions Impact Mortgage Rates in 2026
Mortgage rates are still fluctuating after a series of Fed rate cuts. Learn how interest rate changes affect your monthly payments and what buyers should watch for this year.
By Dori Zinn
-
Three Reasons to Skip the 401(k) Super Catch-Up
Older workers may want to forgo the 401(k) super catch-up and put their money to work elsewhere.
By Maurie Backman
-
The Average Monthly Social Security Check: Latest Info
The average monthly Social Security check amount might surprise you. Here's a look at November's numbers and why they matter.
By Donna LeValley
-
12 Tax Strategies Every Self-Employed Worker Needs in 2026
Your Business Navigating the seas of self-employment can be rough. We've got answers to common questions so you can have smoother sailing.
By Roxanne Bland
-
When Are Estimated Tax Payments Due in 2026?
Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
-
5 Core Stocks Every Investor Should Own in 2026 and Beyond
Core stocks generate reliable and growing returns for you and your portfolio. Here are five core stocks we like for the long term.
By Kyle Woodley
-
7 Hybrid Adviser Services, Reviewed
These hybrid adviser services aim for a sweet spot that combines digital investing with a human touch.
By Nellie S. Huang
-
If You'd Put $1,000 Into UPS Stock 20 Years Ago, Here's What You'd Have Today
United Parcel Service stock has been a massive long-term laggard.
By Dan Burrows
-
5 Ways Trump Could Impact Your Portfolio This Year
Investors are facing a changing landscape this year, from lower interest rates to a massive tax and spending bill. Here's how to prepare your portfolio.
By Karee Venema
-
I'm retiring with $2.6 million. I'm worried about RMDs and taxes.
We asked professional wealth planners for advice.
By Maurie Backman
-
For HNW Retirees, Tax and Estate Planning Are the Main Events
Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains.
By Evan T. Beach, CFP®, AWMA®
-
This Diversification Tool Adds Resilience to Your Portfolio
Municipal bonds can provide a steady income and stability that's separate from federal shifts and global economic headwinds.
By Paul Malloy
-
What Will Happen to Your Business When You Retire?
Stepping away from work is extra challenging when you're a business owner, and a successful retirement requires planning that looks beyond the financials.
By Steve Parrish, J.D., RICP®, CLU©, ChFC©, AEP©
-
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.
By Tony Dong, MSc
-
Quiz: Understanding Roth Conversions
Quiz Discover if a Roth conversion is the right move for you by taking our quick quiz.
By Donna LeValley
-
High-Yield Savings Accounts to Get Before the Fed Meeting
Even with rate cuts, some savings accounts can help you earn a rate that outpaces inflation and reaches your goals quickly.
By Sean Jackson
-
How to Cut Your Auto and Home Insurance Bills This Year
Protecting your car and home with insurance is getting a lot more costly. Use these tips to minimize the pain of rising premiums.
By David Rodeck
