Features

The best active ETFs offer potential outperformance over an index benchmark, but be aware of higher fees, greater turnover and manager-specific risks.

By Tony Dong, MSc, CETF

IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.

By Donna LeValley

Tech Tax As we hit the halfway point of 2026, it's time to audit your mileage log before Uncle Sam audits it for you.

By Kate Schubel

Becoming a Homeowner Hurricane damage? Know what your insurance will and won't cover to make the most of your policy if you need to file a claim.

By Rachael Green

ETFs Bond ETFs can help diversify your portfolio, but you need to be aware of interest rates and inflation, as well as credit quality, liquidity and tax efficiency.

By Tony Dong, MSc, CETF

The World Cup kicks off this month and could give the global economy a $40 billion jolt. These are some of the stocks analysts think could benefit.

By Kyle Woodley

When seeking out the best buy-and-hold investments, look for assets that will last beyond short-term market noise.

By Jeff Reeves

Are you committing airport lounge faux pas without realizing it? Take this short quiz to find out.

By Rachael Green

Don'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

Shifting your identity from working and saving to spending and living can be tough, but here's why you need to do it for yourself and your family.

By Richard P. Himmer, PhD

Mineral rights offer deeded ownership with no tenants, monthly royalty income with no operating costs, a stepped-up basis for heirs and more.

By Alan Stalcup

One of your most important financial decisions is who you trust for advice. Your best bet is a fee-only professional legally committed to your best interests.

By David Bromelkamp

Stressed out by the high price of staying well? These strategies can save you hundreds, or even thousands, on your annual medical bills.

By Katherine Hobson

Retirement Taxes With more financial pros potentially turning to AI "agents", your private tax data — and nest egg — might be resting on a foundation of unverified code.

By Kate Schubel

An out-of-state property is a great inflation hedge, but the hidden tax hits and landlord headaches might not be worth it. Our retirement advice column answers your questions.

By Maurie Backman

You might be surprised: Most millionaires don't feel rich. But you might if you adopt these five key habits that could help you reach millionaire status.

By Michael Robustelli, ChFC®, CASL®, CLU®

You'll likely be earning the most in the last few years of your career. That's when to start planning how to generate income over 20 to 30 years of retirement.

By Ayden Hanes, CFP®, ChFC®

A new IRA marketplace will have the goal of encouraging more Americans to save for retirement, as well as offering a $1,000 contribution to those who enroll.

By Romi Savova

Tax Breaks Most people claim the standard deduction on their federal tax return instead of itemizing deductions. How much can you claim?

By Kelley R. Taylor

Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you're eligible.

By Kelley R. Taylor

If The Pitt’s chief attending has you rethinking the daily grind, it might be time to plan a strategic career pause — before you call it quits for good.

By Maurie Backman

MU stock has been a massive market beater for anyone who could stomach the ride.

By Dan Burrows

Parents spend May juggling packed calendars, emotional labor and rising costs. Here are a few worthwhile ways to finally splurge on themselves this summer.

By Choncé Maddox

"We are enjoying the fruits of our labor, but feel like it was not as difficult as we'd thought. It just takes time and focus. We started out with very little."

By Joyce Lamb

What looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.

By Christopher C. Giambrone, CFP®, AIF®

Want to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.

By Evan T. Beach, CFP®, AWMA®

We owe it to our loved ones to consider what will happen when we pass away. Taking care of our own paperwork now will spare them time, stress and money later.

By Mary Ware, CFP®, CIMA®, CDFA®