Features

This plan for Gen X parents running the Bank of Mom & Dad can help you get a handle on how to manage the financial support you give your adult children.

By Dr. Preston Cherry, CFP®

Rising premiums, fewer options and limited benefits can make a long-term care policy hard to find and hard to afford. There are alternatives to cover the costs.

By David Abraham

If you're not talking openly with your adult children about money, you're failing to help build their financial independence.

By Neale Godfrey, Financial Literacy Expert

This Roth retirement savings strategy allows high earners to sock away up to $72,000 a year — if their workplace plan permits it.

By Adam Shell

Retirement is the perfect time to cruise! Discover these six standout cruise lines known for ultimate comfort, effortless luxury and unforgettable adventures.

By Kathryn Pomroy

Use our calculator to determine how much umbrella insurance is right for you.

By Rachael Green

Economic Forecasts Energy prices are headed up again. Will core inflation follow?

By David Payne

Fed Chair Kevin Warsh, the new leader of the most important central bank in the world, faces multiple challenges to his still-emerging authority.

By David Dittman

The OBBBA set some "tax traps" that target some of the executive suite's financial perks. Here's how you can dodge those sneaky ambushes.

By Mike Palmer, CFP®

Wisdom can be a far greater gift than money. After all, what good is an inheritance if children don't know the values behind it or have the skills to handle it?

By Feroz Ansari, CFP®

One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.

By Sathya Chey Patterson, CFP®, CDFA®, CSRIC®, AIF®

Long-term bonds can be a trap in the current market. Discover this simple strategy to earn higher yields with short-term Treasuries and corporate bond funds.

By Jeffrey R. Kosnett

Due diligence can uncover implied easements that may not appear on public records or have not been disclosed, even though sellers are required to reveal them.

By H. Dennis Beaver, Esq.

It can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.

By Jacob Wolinsky

Retiree-friendly goods and services are available at no cost — if you know where to look.

By Bob Niedt

Property Tax Looking for uncrowded spaces and financial relief? Discover the lowest property tax bills in the state.

By Kate Schubel

Lottery Taxes A Mega Millions jackpot winner will take home much less than the advertised jackpot amount, thanks to taxes.

By Katelyn Washington

With the threat of the estate tax sunset officially resolved, picking a trust is now a choice between long-term asset protection and tax-free basis step-ups.

By Ellen B. Kennedy

Retirement readiness is more about data than feelings. Focus on the hard numbers — your savings, income and debt — to determine whether you're truly prepared.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

Your decision will depend on several factors, such as your interest rate, the tax impact, your available deductions and your cash flow situation.

By Ben Fuchs, CFP®, CPWA®

Don't wait until filing season to plan a tax strategy for your company stock. On top of the usual taxes, you could face extra liabilities, penalties and risks.

By Stacy Francis, CFP®, CDFA®, CES™

Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.

By Maurie Backman

Your income will determine how much you pay, but here are some smart strategies that can help you lower your premiums.

By Meagan Dow, CFA®, CFP®

Technology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.

By Michael Aloi, CFP®

As retirement approaches, you need to shift focus from simply saving money to creating a plan for reliable retirement income while also protecting your wealth.

By Cameron Burskey

Many drivers prioritize aesthetics over economics. We break down the financial trade-offs of the "SUV tax" and show you how to keep thousands more for your future.

By Sean Jackson

Relocating to a tax-free state like Florida or Texas seems like a good idea, but unexpected expenses add up fast. Here is how to ensure your retirement move doesn't break the bank.

By Donna Fuscaldo