Features

An estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure your wishes are legally executed.

By John Vandergriff

Although millions of Americans don't have access to a 401(k), there are plenty of other ways to save for retirement. And the sooner you start, the better.

By Chad Waddoups

The new tax-advantaged vehicles can give kids a leg up on savings, but they're not the best option for everyone.

By Beth Braverman

With inflation rising, where you store your cash is more important than ever.

By Sean Jackson

The Brown Capital Management International Small Company Fund has been in a yearlong slump, but the tide may be turning.

By Nellie S. Huang

At both the federal and state levels, efforts are underway to give workers a retirement savings boost.

By Lisa Gerstner

In our retirement advice column, Wealth Wise, our reader turns 65 a year before their spouse. Here is how to seamlessly bridge the age gap using veteran benefits.

By Maurie Backman

Real life can lay waste to shaky retirement income formulas. It's better to build a stable plan for your money in three layers: Need, want and grow.

By Michael Reese, CFP®

Even the best financial plan can be derailed when we're too overwhelmed to follow the guidance it sets out, or worse, think we can always act on it tomorrow.

By Ronald “Skip” Skolnik

Cash balance plans are underused despite their potential to boost retirement savings and reduce tax liability for high earners. Time to give them another look.

By Omar A. Morillo, CFP®, ChFC®, AIF®

Patience and good advice are the keys to avoiding making permanent financial mistakes after getting an inheritance.

By Janet Bodnar

The Pimco 0-5 Year High Yield Corporate Bond ETF's tilt toward short-term debt and its high yield have helped it shine over the past year.

By Nellie S. Huang

Millionaires are relocating in record numbers. Discover the five countries attracting the most wealthy newcomers.

By Choncé Maddox

Before giving your kids money in retirement, ask these 3 questions to protect your nest egg and their financial future.

By Donna Fuscaldo

Make these moves to improve your credit health — and push your score to the top of the charts.

By Ella Vincent

"I used to sweat the small stuff, but I have learned, after my wife and I each had a bout with cancer, it's all small stuff."

By Joyce Lamb

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

By Martha Shedden, CRPC®, RSSA®

If you wrote off annuities in the past, you might be surprised to learn that higher interest rates and major product improvements have made them more effective

By Mike Decker, NSSA®

Retirees can trade financial anxiety for peace of mind by adopting these practical habits that build on structure, flexibility and consistency.

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

As scammers embrace new tech, use these strategies to safeguard your accounts.

By Kerri Anne Renzulli

A new crop of exchange-traded funds ranges from plain-vanilla offerings to complex income and cryptocurrency portfolios.

By Nellie S. Huang

Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on federal estimated tax payments and federal income tax withholding.

By Joy Taylor

High market valuations are triggering dot-com-era flashbacks, but panic isn't a financial strategy for retirement savers.

By Maurie Backman

The best Nasdaq stocks to buy include familiar tech-related names, as well as companies with strong long-term upside potential operating in other sectors.

By Kyle Woodley

Want to save for a child's future? Here's a look at the most common account types for starting their nest egg, even if you don't know what they'll need at 18.

By Isaac Morris

Investors should look at energy investing as a strategic asset class influenced by policy, security, infrastructure and capital discipline.

By Jay R. Young

Modern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.

By Anthea Tjuanakis Cox