Features

You can be a "good" executor of an estate, even though carrying out someone's final wishes can be challenging. Here are seven steps to follow.

By Adam Shell

The secret to helping ensure a secure retirement is to create a coordinated strategy for how you'll manage your withdrawals, taxes and healthcare expenses.

By John Jones, CFP®, ChFC®, EA, BCP®

Retirement Tax The 30-year retirement rule is outdated. Is your tax strategy ready for what comes next?

By Kate Schubel

We like seeing our assets climb, but that won't last forever, and recovery can take a long time. Act now to ensure your assets can carry you through a downturn.

By Barry H. Spencer, Registered Investment Adviser

Learn how to tap Medicaid or other programs for income in this week's Wealth Wise advice column. You may be able to balance caregiving with your career.

By Maurie Backman

It can be hard to let go of stocks that have served you well, especially when a hefty tax bill results. What are the options when holding on becomes too risky?

By Robert Gorman

RMDs can have a serious knock-on effect on your finances in retirement. The key is knowing what's at stake and taking action way before the IRS comes calling.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

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

By Katelyn Washington

Tax Planning Certain summertime activities might help lower your taxable income.

By Kelley R. Taylor

Retirement Plans The SECURE 2.0 Act makes significant changes to retirement savings plans. Here's what you need to know.

By Kelley R. Taylor

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

By Katelyn Washington

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

By Kelley R. Taylor

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

By Katelyn Washington

Before you pay new medical charges, ask AI to audit your bill and explain the cryptic insurance jargon. It could find hidden errors, like it did for me.

By Mike Palmer, CFP®

Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.

By Eric Bernstein

Looking back, "I would have chosen memories over material purchases. I'd have taken my parents on vacations with me instead of driving a new Jeep."

By Joyce Lamb

Keep your relationship thriving in your golden years by aligning your money with your shared dreams.

By Jacob Schroeder

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

By Katelyn Washington

Capital Gains Turn market drops into lower taxes by offsetting your capital gains.

By Kate Schubel

State Tax Washington State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.

By Kelley R. Taylor

Quiz Test your knowledge of IRS rules that impact how much money you keep in your wallet.

By Kelley R. Taylor

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

By Katelyn Washington

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

By Katelyn Washington

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

By Kelley R. Taylor

Retirement can be nerve-racking, even if you're good with money. Rebuild your confidence by learning how retirement income, investments and taxes work together.

By Daniel Thompson

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

By Alexandra Svokos

The math behind the 60/40 split has changed, while options for investors have increased. Why not broaden your portfolio to move with the times?

By Alan Stalcup