Features

New members can get up to $40 on a Costco Shop card when they sign up for a one-year Costco membership thanks to a new deal from Stack Social.

By Carla Ayers

The 80% rule promises a comfortable lifestyle in retirement. Does it deliver, or should it go the way of paper checks and landline phones?

By Jacob Schroeder

Millennials may not have saved enough for retirement, but how bad can it be if your fake ID name is "McLovin"?

By Adam Shell

Incorporating housing wealth and lifetime annuities in your retirement income plan can offer a significant tax-cost advantage over an investment-only plan.

By Jerry Golden, Investment Adviser Representative

A donor-advised fund can help you make the biggest impact on your chosen causes while remaining tax efficient in light of market gains and OBBBA tax changes.

By Mark Froehlich, CPA, MBA

AI is transforming the legal profession, potentially leading to an employment crisis for law school graduates. What can they do?

By H. Dennis Beaver, Esq.

Covered-call ETFs can provide consistent, above-average income generation, but they can also cap potential upside. Here's what to look for.

By Tony Dong, MSc

The best Fidelity ETFs from the leading money manager include a little something for everyone.

By Jeff Reeves

The Fed is unlikely to cut rates at its April meeting, giving savers more time to capitalize on higher rates.

By Sean Jackson

Here's how to reduce your tax bill when you withdraw money in retirement.

By Donna Fuscaldo

Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that.

By Donna Fuscaldo

Looking for ways to stretch your retirement dollars? Follow these tips to get a deal on your next vacation.

By Donna Fuscaldo

Tax Tips From California to New York, a new survey reveals where Americans are cutting costs. Here's how to pivot those "broke behaviors" into strategic tax advantages.

By Kate Schubel

Oil rocks the price of just about everything that touches your life, from food to investments to gas and beyond.

By Simon Constable

If your stock portfolio took a beating this spring, there's a little-known tax strategy that lets you defer — and potentially eliminate — capital gains taxes.

By Daniel Goodwin

If you just wrote a check to the IRS, that could be a reminder that today's municipal bond market may offer better after-tax outcomes than you might expect.

By Paul Malloy

Retirement Taxes A $0 state income tax bill doesn’t always mean a cheaper retirement. See which states stretch your dollar further.

By Kate Schubel

Changes that take effect this summer will reshape how students and parents borrow and repay their federal loans.

By Reyna Gobel

We want all our grandkids to have a great childhood. How do we help their mother, our needier child, without creating resentment?

By Maurie Backman

Overlooking these three important, albeit boring, tasks could have disastrous consequences for the retirement savings you've worked so hard to accumulate.

By Evan T. Beach, CFP®, AWMA®

Millennials don't have the same approach to wealth as older generations. How can ultra-high-net-worth families and their advisers keep a legacy on track?

By Valerie Wong Fountain, CFA®

Lifestyle creep can quietly influence long‑term financial security. Here's how to check in on your spending and realign with your goals.

By Deana Healy, CFP®

Pulling money from a 401(k) to buy a property now means you'll lose the power of compounding — and decades of potential growth those funds could have generated.

By Mike McCracken

See which states require older drivers to retake vision tests to keep their licenses — and the one state that makes retirees retake their road test.

By Donna LeValley

Here's how to help your child while setting healthy boundaries.

By Sean Jackson

Where you park your car could impact your insurance and trigger fines.

By Paige Cerulli

Find out if your retirement savings are on track with our quick quiz.

By Donna Fuscaldo