Features
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The Private Assets Held in Public Companies
Shareholders of some of the most widely owned stocks are investing indirectly in private equity and debt.
By Anne Kates Smith
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Are You Really on the Right Financial Track? How to Find Out
If you're asking, 'Am I really on the right financial track?', it's time for a deep-dive review of your finances to ensure all the pieces are working together.
By Pam Krueger
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How to Ensure Your Kids Never Hear, 'We Might Lose the House'
Instead of seeing retirement planning as a game of optimizing returns, try to view it as building a plan that keeps your family steady when life punches first.
By Joe Harl
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Oregon Could Be the Retirement Haven You Don't Know About
Looking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.
By Dr. Kim Hall, CFP®
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457 Plan Contribution Limits for 2026
There are higher 457 plan contribution limits in 2026. That's good news for state and local government employees.
By Kathryn Pomroy
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How to Lower Your Tax Bill Next Year
Knowing how to lower your tax bill (pay less taxes) requires some strategizing. Here are a few tax tips to help make it happen.
By Katelyn Washington
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10 Can't-Miss Tax Breaks for Homeowners and Homebuyers
Homeownership These real estate tax breaks can help homeowners get some money back.
By Gabriella Cruz-Martínez
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403(b) Contribution Limits for 2026: Good News for Teachers
403(b) contribution limits for 2026 increased by $1,000 from 2025. That's good news for teachers and other nonprofit workers.
By Jackie Stewart
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The 9 Key Milestone Ages In Retirement
These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
By Donna LeValley
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March CPI Report: Iran War Is Expected to Boost Inflation
The March CPI report will be released Friday morning. Here's what economists expect the inflation data to show as energy costs spike.
By Karee Venema
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States With No Income Tax in 2026: Ranked by Real Cost of Living
State Tax When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other levies determine your true cost.
By Kelley R. Taylor
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War in the Middle East Spells Higher Inflation for Consumers
The Letter The economy can probably withstand the jump in fuel costs, but prices figure to rise faster, straining many budgets.
By Matthew Housiaux
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The Best Vanguard Bond Funds to Buy
Investors seeking the best Vanguard bond funds can pick between mutual funds and ETFs spanning maturities, credit qualities, tax treatment and geographies.
By Tony Dong, MSc
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These 6 'Spring Surprises' Are Costing Our Retirement a Fortune
Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 hidden expenses retirees must plan for in 2026.
By Donna Fuscaldo
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Does Your Retirement Plan Ignore Half of Your Net Worth?
Including your housing wealth in your retirement plan can lead to higher lifetime income and a larger legacy than a plan based on selling the home for the cash.
By Jerry Golden, Investment Adviser Representative
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Real-World Examples of Societal Impact That Can Inspire
What motivates the creation of societally impactful ventures? We can find some answers in the invention of a life-saving gadget and an author's book.
By H. Dennis Beaver, Esq.
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What to Know About Dynamic Pricing — and How to Beat It
From airlines to food-delivery platforms, many businesses use high-tech strategies to adjust their prices online.
By Emma Patch
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Investing in Farmland: A Scarce Asset With High Potential
Investing in farmland can offer a natural hedge against inflation and positive returns with lower volatility, driven by rising food demand and new technologies.
By Jeff Carlin, CFA®
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Roth IRA Contribution Limits for 2026
Roth IRAs Roth IRAs allow you to save for retirement with after-tax dollars while you're working, and then withdraw those contributions and earnings tax-free when you retire. Here's a look at 2026 limits and income-based phaseouts.
By Jackie Stewart
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Roth 401(k) Contribution Limits for 2026
retirement plans The Roth 401(k) contribution limit for 2026 has increased, and workers who are 50 and older can save even more.
By Jackie Stewart
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Seven Great Places to Retire in Florida
The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, and a relatively low cost of living. Here's a look at where to live.
By Kathryn Pomroy
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7 Assets to Leave Out of Your Roth IRA
Instead of treating your Roth IRA as "the best account" for everything, consider keeping these seven assets in accounts with better tax benefits or flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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How to De-Risk Your Portfolio in 5 Different Scenarios
If you're worried about the market or your personal circumstances, take these steps to help you sleep at night.
By Nellie S. Huang
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Options for the Stock You Have Too Much Of (Plus, Its Risks)
When it comes to stock, too much of a good thing is risky. Here are five ways to get out of a concentrated stock position — and the potential drawbacks of each.
By Evan T. Beach, CFP®, AWMA®
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Is Your Financial Adviser's Fee Model Outdated?
Your adviser probably uses technology that lets them manage your portfolio at the touch of a button, so why haven't they updated how they charge for their work?
By Mike Decker, NSSA®
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Berkshire Hathaway After Buffett: What's Next for Investors?
CEO Greg Abel's playbook looks a lot like Warren Buffett's, but with some twists.
By Dan Burrows
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We Will Inherit $3 Million: Can We Retire Now?
We're 60 with $550K saved. We know we'll inherit when my elderly father passes away. Can we retire now, even though we can't technically afford it?
By Maurie Backman
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Smart Transportation Alternatives for Seniors to Avoid Rising Gas Prices
With gas prices averaging more than $4 per gallon, small changes can lead to big savings.
By Sean Jackson
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How to Tackle the Nowhere-to-Be Thing in Retirement
Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?
By Phil Wright, Certified Fund Specialist
