Features
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What Is the Federal Funds Rate?The federal funds rate can impact a host of borrowing costs, and thus the entire U.S. economy. Here's how it works.
By Jeff Reeves
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Estate Planning for Singles: 10 Things to KnowHere's how to navigate estate planning as a single person.
By David Rodeck
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What Does the Federal Reserve Actually Do?The Federal Reserve has been a major plotline in the economy in recent years. So, how does the Federal Reserve work?
By Kim Clark
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Are You Ready To Retire At 70? Take Our QuizIs 70 the perfect age for you to retire? Answer these 5 questions and find out.
By Donna Fuscaldo
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Estate Tax vs Inheritance Tax: Who Actually Pays the Bill?Tax Planning Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.
By Chrissy Paradis
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The Best Banks for Travelers, 2026We studied interest rates, fees, premium services and other account features. These banks rose to the top for travelers.
By Mallika Mitra
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The Best Banks for High-Net-Worth Clients, 2026We studied interest rates, fees, premium services and other account features. These banks rose to the top for high-net-worth clients.
By Mallika Mitra
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Inflation Made I-Bonds Popular. What Now?savings bonds Inflation has made Series I savings bonds, known as I-bonds, enormously popular with risk-averse investors. How do they work?
By David Dittman
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The Best Banks for Retirees, 2026We studied interest rates, fees, premium services and other account features. These banks rose to the top for retirees.
By Mallika Mitra
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The Best Online Banks, 2026We studied interest rates, fees, premium services and other account features. These online banks rose to the top.
By Mallika Mitra
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The Best Regional Banks, 2026We studied interest rates, fees, premium services and other account features. These regional banks rose to the top.
By Mallika Mitra
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The Best Banks for Families With Kids, 2026We studied interest rates, fees, premium services and other account features. These banks rose to the top for families with kids.
By Mallika Mitra
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How to Inflation-Proof Your Retirement Without Cutting CostsThere are no two ways about it: Inflation will affect your retirement savings. But you can plan for rising costs without losing the lifestyle you want.
By John Vandergriff
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The Best National Banks, 2026We studied interest rates, fees, premium services and other account features. These national banks rose to the top.
By Mallika Mitra
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The Best Credit Unions, 2026We studied interest rates, fees, premium services and other account features. These credit unions rose to the top.
By Mallika Mitra
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He's 49 and 'Burned Out.' Can He Afford to Quit a $200K Job?With no mortgage and a solid nest egg, a reader in this week's advice column wants to take a year-long sabbatical in Europe. Is he nuts? Or brilliant?
By Maurie Backman
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Is a Delaware Statutory Trust Right for You? 5 Questions to AskReady to retire? A DST can help landlords complete a 1031 exchange without buying another property to manage. But the structure is not for everyone.
By Carl E. Sera, CMT
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Energy Resiliency and Oilfield Service Stocks: A Growth Opportunity?The war in Iran has thrown a spotlight on energy security. Should investors look toward oilfield service companies that make dependable supplies possible?
By Michael Joseph, CFA
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States With No Retirement Tax Ranked by Medical CareRetirement Tax Zero tax on retirement income sounds great, until you can't find a doctor. Here's how five "tax havens" compare on healthcare, property taxes, and living costs.
By Kate Schubel
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Could a Roth Conversion Today Make You Wealthier Tomorrow?Roth conversions sound like a no-brainer — pay more tax now to pay less in future. But you need to understand your tax bracket to make sure they'll work for you.
By Dale Smothers
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Power Pellets for Gen X Portfolios: Defensive Retirement PlaysAs Gen X enters its prime retirement-planning years, members of the "forgotten generation" face extra challenges in securing their future.
By Jeff Lorenzen, CFA®
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Why Buying Your First Home Is Way Harder Now Than in the '60sThis is what's happening for young Americans struggling to break into the housing market. Can family members who've already achieved their savings goals help?
By Jesse W. Hurst, CFP®, AIF®
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4 Essential Qualities to Consider When Choosing an ExecutorChoosing an executor requires evaluating a candidate's financial judgment, objectivity and capacity for the long-term commitment necessary to manage an estate.
By Leslie Gillin Bohner
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This Couple Chose Freedom Over Prestige: My First $1 Million"Retirement isn't the goal. Living well and by our values is the goal. Having money makes that possible."
By Joyce Lamb
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Should You Buy Individual Bonds?For investors seeking a specific level of income or who have cash needs down the road, a portfolio of individual bonds can make a lot of sense.
By Nellie S. Huang
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How the AI Entry-Level Freeze Is Delaying RetirementRecent college grads face endless job rejections, forcing parents in their 60s to put exit plans on hold. Here is how families can navigate the strain.
By Maurie Backman
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How to Avoid Overpaying Taxes in RetirementThe retirees who enjoy the lowest tax bills in retirement aren't those who earned the least — they're the ones who plan ahead for their retirement income.
By Paul Kisielewski, Investment Adviser Representative
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Is Retirement Putting Your Cognitive Portfolio at Risk?The most underestimated risk in retirement may be the one your financial plan can't prevent — the cognitive decline that happens when your mind isn't challenged.
By Richard P. Himmer, PhD
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How to Pass Down Wealth Without Destroying AmbitionParents planning to leave money to their children fear one thing: Will wealth make their character or break it? There are some practical ways to find out.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
