Features
-
How to Organize Your Financial Paperwork for Your HeirsA guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
-
How Your HSA Can Pay for Medicare Premiums and ExpensesMedicare Even if your Medicare premiums are deducted from your Social Security check, you can take tax-free withdrawals from a Health Savings Account to reimburse yourself.
By Kimberly Lankford
-
Grandparents by Design: 5 Upgrades for Unforgettable VisitsAging in place meets high-energy fun with smart home upgrades that make hosting grandkids a breeze.
By Donna LeValley
-
The Real Cost of AI: How to Measure True ROI for Your FirmFirms that don't consider the cost of training staff, reviewing outputs and ensuring regulatory compliance will fail to understand whether AI adds real value.
By John O'Connell, MBA
-
Financial Pro Red Flags: Are You Getting Unbiased Advice?How can you be sure you're getting unbiased, comprehensive financial advice that fits your life, not product recommendations that reward your financial pro?
By David Bromelkamp
-
Ask the Tax Editor: Are More Tax Changes Coming From Congress?Ask the Editor Joy Taylor answers questions from readers on on various tax proposals in Congress that taxpayers and preparers should keep an eye on this year and next.
By Joy Taylor
-
ESOP Retirement Planning: Avoid Costly Mistakes in Your 50sYour 50s mark the start of a critical retirement planning window. For those with significant wealth in an ESOP, failing to plan can get expensive.
By Peter Newman, CFA®
-
Best and Worst Grocery Chains in the USBased on customer reviews, these are the best and worst grocery chains across the country.
By Rachael Green
-
5 Investing Rules You Can Steal From MillennialsMillennials are reshaping the investing landscape. See how the tech-savvy generation is approaching capital markets – and the strategies you can take from them.
By Coryanne Hicks
-
Do Your Successful Kids Really Need an Inheritance?Your adult kids are financially secure, so why save a massive windfall for later? Here’s why it might be time to spend your hard-earned money now.
By Donna Fuscaldo
-
States With No Income Tax Ranked By Homeowner CostsState Tax See which of the nine zero-tax states offer real cost savings on property taxes, insurance, and utilities.
By Kate Schubel
-
5 Years Until Retirement? Here Are 5 Investing Rules to FollowSponsored 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
-
Do You Know Why a Roth Conversion Isn't Right for Everybody?Quiz Roth conversions can be a game-changer for retirees with pensions facing higher tax rates. Find out how much you know about conversions' impact on your money.
By Joyce Lamb
-
How to Add Your Driver’s License or Passport to Apple WalletLearn how to add a driver’s license, state ID or passport-based Digital ID to Apple Wallet, where you can use it and when you still need physical ID.
By Laura Gariepy
-
Are Registered Index-Linked Annuities Right for You?Investors might want to add "buffered" strategies like registered index-linked annuities (RILAs) to their investing toolkit to balance downside risk.
By Gregory L. Olsen, CFP®, AIF™, CLTC
-
10 Riskiest Places to Give Your Social Security NumberIdentity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
-
8 Estate Planning Secrets You Can Borrow from the Ultra-WealthyTry these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.
By Kathryn Pomroy
-
How Everyday Families Can Prepare to Transfer WealthOver the next two decades, a Great Wealth Transfer will occur between baby boomers and the generations that follow. Is your family prepared to handle it?
By Tony Drake, CFP®, Investment Advisor Representative
-
A Parent's Playbook for Raising Financially Fit KidsTeaching your kids about money is a lifelong journey, so start early with hands-on lessons to help them build good habits that will pay off in the long run.
By Nicole Farbo, CFP®
-
What You'll Pay for Medicare in 2026Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here's how much you'll pay in 2026.
By Donna LeValley
-
What the Ultra-Rich Know About Money That Most People Don’tMillionaires may seem extraordinary, but their success often comes down to three simple financial habits anyone can adopt.
By Jacob Wolinsky
-
Why the 'Great Wealth Transfer' Could Disappoint HeirsDon't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
By Donna Fuscaldo
-
When Are Estimated Tax Payments Due in 2026?Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
-
Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
-
Why Retirees With Pensions Need Roth ConversionsRetirees with pensions and large tax-deferred accounts often find themselves pushed into permanently higher tax brackets. Here's what you can do about that.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
-
States That Won't Tax Your DeathEstate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
-
'What I Wish I’d Known at 45': Financial Advice from RetireesTurning 45? Retirees reveal the biggest investing, saving, and spending mistakes they made during their peak earning years—and how to fix them today.
By Donna Fuscaldo
-
How Real Estate Investors Can Prep for Opportunity Zone 2.0The new IRS guidelines for Opportunity Zone 2.0 bring key rule changes and enhanced incentives for rural investments. Here is what investors need to know.
By Daniel Goodwin
-
Does Your State Tax Retirement Income? Take Our QuizQuiz Figuring out retirement taxes can be hard, but it doesn't have to be. See if your state exempts retiree income.
By Kate Schubel
