Features

If you want 2026 to be a breakout year for your advisory firm, help build or refine your sales process using AI as an additional resource. Here's how to do it.

By Cody Foster

AI is now a permanent line in your operating budget, but don't treat it like a standard software subscription. It's a variable cost, so plan accordingly.

By John O'Connell, MBA

Conventional wisdom says to keep stocks, but experts outline three reasons you might want to go stock-free in retirement.

By Maurie Backman

Florida retirement not what you expected? You aren't alone. Explore the top four half-back states offering affordable living options closer to family.

By Donna Fuscaldo

If you have bank or investment accounts with your credit card issuer, you may qualify for extra cash back, waived fees and other benefits.

By Jason Steele

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

Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.

By David Rodeck

Your heirs will thank you for leaving any of these six assets as an inheritance.

By David Rodeck

social security The sudden windfall won't reduce your benefits. Here's why.

By Donna LeValley

If you're looking for more frequent payouts, you can still enjoy the benefits of low fees and broad diversification, thanks to these top monthly dividend ETFs.

By Tony Dong, MSc, CETF

Many retirees have built enough wealth to be secure. The harder challenge is learning how to trust the life their discipline has made possible.

By John J. Gardner, IAR

A simpler form, a real break for families who own a business or a farm, and a new hard cutoff for the Pell Grant. The 2026-27 FAFSA both gives and takes.

By Sravani Atluri

The National Association of Personal Financial Advisors (NAPFA) was set up to help consumers find unbiased financial advice. Today, it's more needed than ever.

By David Bromelkamp

Everyone tells caregivers to look after themselves, but rarely explains how. If you're exhausted from looking after a loved one, here is how to actually find relief.

By Alina Tugend

Here's a look at the smart, luxury modifications that prioritize your recovery, relaxation and effortless entertaining.

By Donna LeValley

Avoid costly IRMAA surcharges on Medicare Part B and D. See how timing your Roth conversion correctly can slash your future premiums.

By Donna Fuscaldo

Worried about the stock market's ups and downs? Follow the 'Me-First' (flooring) rule, which ensures your bills get paid no matter what's happening with Wall Street

By Donna Fuscaldo

Will you owe the Medicare IRMAA surcharge in 2027? Grab your 2025 tax return and check the projected brackets and surcharges for next year.

By Donna LeValley

As inflation persists, the 2027 Social Security COLA forecast has remained unchanged from May's estimate of 3.8%.

By Donna LeValley

Try the simple calculation of the "Rule of 25." Because sometimes, a back-of-the-napkin idea is all you need to get started.

By Jacob Schroeder

Knowing where to find the best 401(k) investments to put your money can be difficult. Here, we rank 10 of the largest retirement funds.

By Nellie S. Huang

Put these valuables in a home safe, not a bank safety deposit box (or under a mattress). You'll be glad you did.

By Donna LeValley

Savings One way to keep your earnings on track is to spread out your cash.

By Rivan V. Stinson

Saving The 50-30-20 budget rule keeps budgeting simple. You'll prioritize savings while paying off debt, but is it right for you?

By Erin Bendig

My strategy offers a guaranteed return that can earn you thousands effortlessly.

By Sean Jackson

If you're worried about the market or your personal circumstances, take these steps to help you sleep at night.

By Nellie S. Huang

Stable Fidelity funds can help you keep your cool through volatile markets and might even improve your performance during stock drawdowns.

By Kyle Woodley