Features

What I Didn't Know About Health Care FSAs Could Have Cost Me

Although flexible spending accounts work on a use-it-or-lose-it basis, you may have options for unused funds. Make sure to read the fine print before enrolling.

By Jeff Briskin

6 Financial Questions Every Woman Should Ask in Her 30s

Your 30s are the time to start setting the foundation for future financial security. Asking yourself these questions can help get the building blocks in place.

By Julia Pham, CFP®, AIF®, CDFA®

Special Needs Planning: A Road Map for Long-Term Security

When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.

By Mindy Neira, CFP®, ChSNC®

Do Your Financial Adviser's Fees Reflect Value or Growth?

Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.

By Dr. Preston Cherry, CFP®

The Best Saving and Investing Advice of All Time

Investing greats, renowned economists, top advisers and other experts share their favorite saving and investing wisdom, both given and received.

By Ellen Chang

5 Years Until Retirement? Here Are 5 Investing Rules to Follow

Sponsored by American National

If you're planning to retire in five years, it's critical to get your portfolio in order. These five rules will ensure you're on the right financial track.

By Coryanne Hicks

The Best Time to Visit Ireland Might Not Be St. Patrick’s Day

The famous holiday draws huge crowds, but travelers who wait until May may find a better balance of weather, daylight and crowds.

By Carla Ayers

15 Estate Planning Terms You Need to Know

Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

By Donna LeValley

If You'd Put $1,000 Into Oracle Stock 20 Years Ago, Here's What You'd Have Today

ORCL Oracle stock has been an outstanding buy-and-hold bet for decades.

By Dan Burrows

I Met With Neuroscientists and Artists — Here Is My No. 1 New Health Habit

Lincoln Center became a lab for the 2026 Heartbeat Summit. I met the experts proving art is medicine. Here is the new habit I’m taking home.

By Donna LeValley

Spring Home Maintenance Checklist for 2025

real estate Use this 20-point checklist to get your home ready for spring.

By Patricia Mertz Esswein

Quiz: Do You Know Essential Estate Planning Terms?

Quiz Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.

By Donna LeValley

Crash for Cash: The Sneaky Scams Driving Up Every Driver's Insurance Bill

Learn how thieves scam auto insurance companies and how it impacts your wallet.

By Sean Jackson

Are You Behind on Retirement Savings? How Much You Need at 50, 55, 60 and 65

See how your retirement savings stack up compared with this Wall Street guide, ranked by age and income.

By Donna Fuscaldo

Obsessed With Rate Moves? This Financial CEO Explains How to Focus Less on the Fed

Reshuffling funds to get the highest yields? Holding out for the right time to borrow? Creating a durable plan for your cash means you can stop obsessing over interest rates.

By Kevin Brauer, MBA, CPA, CMA

Does the Market Feel Like We Do? It Does Not, and Here's Why

Shared moments are powerful, as fans of Peter Frampton's song "Do You Feel Like We Do" will testify. But that dynamic won't serve you as an investment strategy.

By Jesse W. Hurst, CFP®, AIF®

The Best Money Advice of All Time

Investing greats, renowned economists, top advisers and other experts share their favorite financial wisdom, both given and received.

By Ellen Chang

What Can You Do When Your Neighbor's Tree Is a Danger?

Some neighbors are jerks, but you don't have to be. Here's how to create a paper trail when asking a neighbor to deal with a tree that's a safety hazard.

By H. Dennis Beaver, Esq.

Green and Sustainable Bonds Can Help Portfolios and the Planet

The green and sustainable bond market continues to develop, creating opportunities for responsible investors who want portfolios that are diversified and impactful.

By Vishal Khanduja

10 Cheapest Places to Live in North Carolina

Property Tax From the Blue Ridge Mountains to the Outer Banks, we ranked the NC counties with the lowest property taxes in 2026.

By Kate Schubel

Best Cheap Stocks (Under $10) to Buy Now

When seeking out the best cheap stocks to buy under $10, investors should focus on quality and liquidity. Here are five we like.

By Jeff Reeves

3 Estate Planning Strategies That Thrive in Volatile Markets

From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.

By Donna Fuscaldo

The '120 Minus You Rule' of Retirement

The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's a better way to construct your retirement portfolio.

By Jacob Schroeder

What Is Stagflation and How Can Investors Prepare?

An oil supply shock and a weak jobs report have markets wondering about stagflation, when economic growth slows and the unemployment rate spikes.

By Coryanne Hicks

Not Even Death Can Cheat the IRS: Lessons From a Massachusetts Estate

Estate Tax If you owed money to the IRS while alive, your death isn’t going to stop them from collecting. Here's what you need to know about death and taxes.

By Roxanne Bland

Why After-Tax Returns Are the Only Returns That Matter

Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.

By Kelly Ann Winget

3 Financial Hurdles Coming Up for Women: How to Overcome Them

From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.

By Tony Drake, CFP®, Investment Advisor Representative