Features

Amazon agreed to a historic $2.5 billion settlement over its Amazon Prime memberships. Find out if you're eligible for a refund and how to claim it.

By Rachael Green

Fraudsters have found clever ways to alter the names and amounts on checks you've written. Use these simple steps to prevent them from taking your money.

By Ella Vincent

By applying a time-honored philosophy to 21st-century finances, you can protect your wealth and spare your kids. You'll have a happier retirement, too.

By Jacob Schroeder

ETFs The best preferred stock ETFs allow you to reduce your risk by investing in baskets of preferred stocks.

By Kyle Woodley

ETFs Commodity ETFs provide exposure to a range of raw materials, including crude oil, via futures contracts. But relative complexity comes with higher fees.

By Tony Dong, MSc, CETF

Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers readers' questions about the taxation of I bonds in various situations.

By Joy Taylor

Use our guide to help you choose among these popular retirement-saving options.

By David Milstead

Quiz Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?

By Charlotte Gorbold

Generous yields are sometimes built on rickety foundations. But the above-average yields from these safe dividend stocks are also well-covered.

By Kyle Woodley

Investment risk must match your time horizon. Choose safer assets for short-term goals and embrace the volatility of stocks only when time is on your side.

By Scott McClatchey, CFP®

Disability insurance can ensure your family is taken care of if serious illness or injury strikes. But sometimes only a real-life story drives that message home.

By Jane Schroeder, CLTC

If you want 2026 to be a breakout year for your advisory firm, help build or refine your sales process using AI as an additional resource. Here's how to do it.

By Cody Foster

AI is now a permanent line in your operating budget, but don't treat it like a standard software subscription. It's a variable cost, so plan accordingly.

By John O'Connell, MBA

Conventional wisdom says to keep stocks, but experts outline three reasons you might want to go stock-free in retirement.

By Maurie Backman

Florida retirement not what you expected? You aren't alone. Explore the top four half-back states offering affordable living options closer to family.

By Donna Fuscaldo

If you have bank or investment accounts with your credit card issuer, you may qualify for extra cash back, waived fees and other benefits.

By Jason Steele

Tax Planning Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

By Chrissy Paradis

Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.

By David Rodeck

Your heirs will thank you for leaving any of these six assets as an inheritance.

By David Rodeck

social security The sudden windfall won't reduce your benefits. Here's why.

By Donna LeValley

If you're looking for more frequent payouts, you can still enjoy the benefits of low fees and broad diversification, thanks to these top monthly dividend ETFs.

By Tony Dong, MSc, CETF

Many retirees have built enough wealth to be secure. The harder challenge is learning how to trust the life their discipline has made possible.

By John J. Gardner, IAR

A simpler form, a real break for families who own a business or a farm, and a new hard cutoff for the Pell Grant. The 2026-27 FAFSA both gives and takes.

By Sravani Atluri

The National Association of Personal Financial Advisors (NAPFA) was set up to help consumers find unbiased financial advice. Today, it's more needed than ever.

By David Bromelkamp

Everyone tells caregivers to look after themselves, but rarely explains how. If you're exhausted from looking after a loved one, here is how to actually find relief.

By Alina Tugend

Here's a look at the smart, luxury modifications that prioritize your recovery, relaxation and effortless entertaining.

By Donna LeValley

Avoid costly IRMAA surcharges on Medicare Part B and D. See how timing your Roth conversion correctly can slash your future premiums.

By Donna Fuscaldo