Features
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Is a 60/40 Portfolio Too Aggressive in Your Seventies?Generous pensions can act as a safety net, but concentration risk and healthcare gaps still loom large for retirees. This week's Wealth Wise advice column breaks it down.
By Maurie Backman
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How to Exit Real Estate Without a Huge Tax BillReal estate developers wanting to exit but facing a hefty tax bill can transition into a diversified portfolio of Delaware statutory trusts via a 1031 exchange.
By Dwight Kay
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5 Ways to Ensure Your Portfolio is Prepared for an AI BubbleAI could transform the economy, but not every stock will be a winner. Here's how to consider investing if you're worried about an AI bubble.
By Stephen B. Dunbar III, JD, CLU
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The $100-a-Day Retirement: 2026's Best Value DestinationsIt doesn’t take a small fortune to live affordably overseas, but it does take creativity and discipline.
By Brian O'Connell
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My Wife Was Laid Off at Age 64: 5 Questions We’re AskingEven people who work in financial services have questions when a layoff happens right before retirement. Here are five issues that need to be addressed.
By Kelly LaVigne, J.D.
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Why We Think NASA’s Budget Is Huge (When It’s Really Tiny)Your Taxes As millions watch the August skies, NASA accounts for just 0.36% of federal spending. Here's the reason we think it's more.
By Kate Schubel
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6 Ways to Stop Taxes Eating Into Your EstateWithout an estate tax plan, tax bills could eat into the wealth you worked hard to build. Here are six strategies to help ensure it passes into the right hands.
By Logan Queck, CFP®, ChFC®, CEPA®
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How to Read an IPO ProspectusThe IPO market is red-hot these days, but before you invest in an IPO, you need to read the prospectus. Here's what to look for and where to find it.
By Adam Shell
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4 Practical Ways to Prepare Your Kids for Their InheritanceThese steps can help you ensure that the wealth your children or grandchildren inherit is a catalyst for opportunity rather than a source of conflict.
By Chad Maggard, CFA®
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5 Ways to Prepare for an Aging Parent's Changing NeedsAging loved ones' care needs put pressure on financial plans and caregivers. It's important to talk openly about options before a crisis happens.
By Dennis D. Coughlin, CFP®, AIF®
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My First $1 Million: Blue-Collar Guide to Making $1 Million"We spent years paying rent and saving for our first home, so it is personally gratifying to see the next generation benefit from our hard work."
By Joyce Lamb
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Key Retirement Milestone Ages Most People MissRetirement planning is less about hitting milestone ages and more about understanding how financial decisions shape long-term income, taxes and healthcare costs.
By Michael Pappis, CFP®
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Beyond 1776: 4 Multi-Generational Road Trips for America's 250thSkip the crowded cobblestones of the 13 Colonies. These four regional routes prove America’s history is best learned on the open road.
By Donna LeValley
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Why River Cruises Are Winning Over Travelers Who Don’t Like CruisesSmall ships, personalized service and compelling destinations are a few of the reasons to travel on inland waterways.
By Martha C. White
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10 Cheapest Places to Live in OhioProperty Tax Looking for low living costs in the Buckeye State? Explore these ten Ohio counties with the lowest property tax bills.
By Kate Schubel
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The Estate Planning Mistake That Triggers Family FeudsWhile legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.
By John P. Micera
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How to Maximize Credit Card Rewards Without DebtMaximizing credit card rewards can be a fantastic way to unlock perks like free travel, but don't let the allure of points drive you into debt.
By Lawrence Sprung, CFP®, CEPA®
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Which Capital Gains Are Taxable and How to Calculate Your TaxCapital Gains Tax It's important to understand what capital gains tax is and how it's calculated, and what tax rates apply.
By Orla O'Connor
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Non-Refundable vs Refundable Tax Credits: What’s the Difference?Tax Credits Refundable tax credits and non-refundable tax credits can be confusing. Here’s how they work and how each can help you when you file your tax return.
By Katelyn Washington
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13 Habits to Steal From the WealthyThese practical moves aren’t just for the wealthy. Anyone can steal them to edge closer to the retirement they’ve been dreaming about
By Kathryn Pomroy
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What Types of Car Insurance Do You Need?These 11 types of car insurance can help cover everything from minor repairs to buying a new car. But which types do you really need?
By Sean Jackson
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What Is the 100,000-Mile Rule in Car Insurance?The 100,000-mile rule in car insurance can help you slash premiums by ditching coverage you can't use.
By Rachael Green
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A 10-Year Retirement Planning ChecklistKeep this 10-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
By David Rodeck
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Financial Silence Hurts Your Wealth: How to Break the CycleFinancial avoidance often stems from a lack of confidence, but you can build financial independence by seeking out a supportive network to help with decisions.
By Daniel Milan
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3 Signs Medicare Advantage is Wrong for YouWhile Medicare Advantage offers great perks, it isn't perfect. Here are three signs you should stick with original Medicare.
By Maurie Backman
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Ask the Tax Editor: Is it a hobby or a business?Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor explains the income tax differences between a hobby and a Schedule C business engaged in for profit.
By Joy Taylor
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Best 1031 Exchange Options for Retiring Landlords1031 investors tired of managing property have several alternatives beyond moving into a passive DST. It depends on how much control and work you want to keep.
By Jason Milton
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How to Pick the Right ETF for Your Financial GoalsWith thousands of ETFs to choose from, picking one that fits your financial needs is intimidating. Here's what to ask to determine which might be right for you.
By Tony Dong, MSc, CETF
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Why Buyers Drop Out of Minority Business SalesMinority-owned businesses contribute billions to the economy. But when it's time to sell, founders can struggle to close the deal. How to face the challenges.
By Sara Mostafa, Esq.
