Features

Ask the Editor Joy Taylor answers questions from readers on tax breaks for victims of hurricanes, tornadoes, wildfires and other federally declared disasters.

By Joy Taylor

Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money.

By Jacob Schroeder

Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.

By Craig Corn

Small tweaks to your sales process can uncover new opportunities and better serve your clients' retirement goals.

By Jim Bowman

Financial advisers shouldn't fear being replaced by AI. Instead, embrace the role of a trusted guide who helps clients apply information they get from AI tools.

By Salvatore M. Capizzi, CEPA, CBDA

Investors seeking the best Vanguard bond funds can pick between mutual funds and ETFs spanning maturities, credit qualities, tax treatment and geographies.

By Tony Dong, MSc, CETF

Find out what travel insurance covers and whether or not you need it on your next vacation.

By Rachael Green

Pet Savings Learn how pet insurance works and what your coverage options are for both routine and emergency vet bills.

By Rivan V. Stinson

spending It's not always cheaper on Amazon, and it's definitely not always worth it. Here are 10 things you shouldn't buy on Amazon.

By Andrea Browne Taylor

The Rule of 72 is a simple calculation tool for investors to use, but it's not necessarily the most accurate. Here are some more precise options to try.

By Coryanne Hicks

The Rule of 72 is an easy way to calculate how long it will take your investment to double in value. Here's how it works.

By Charles Lewis Sizemore, CFA

Learn how to add a driver’s license, state ID or passport-based Digital ID to Apple Wallet, where you can use it and when you still need physical ID.

By Laura Gariepy

A credit card cash advance can be a quick solution when you need emergency help with money. But you'll pay for the convenience with high interest and fees.

By Ella Vincent

A high-yield savings account can help your money earn more while keeping it accessible. Learn how HYSAs work, current rates and their pros and cons.

By Erin Bendig

AI can track spending, organize expenses, watch for unusual activity and remind us when to pay bills, but it can't offer personalized financial advice.

By Kevin Brauer, MBA, CPA, CMA

Inheritance Tax If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.

By Kate Schubel

A 1031 exchange gives you 45 days to identify your replacement property, but starting the clock unprepared can cost you. Here's how to manage the process.

By Carl E. Sera, CMT

The government will add $1,000 to Trump Accounts for eligible children, but families who contribute regularly and use them as a learning tool can benefit most.

By Jason “JB” Beckett

Moving to Europe from the U.S. can get more complicated the wealthier you are. Find out what it really takes for a successful move — and how to plan for it.

By Alex Ingrim, Chartered MCSI

There are high-quality, low-priced opportunities in this market, but you need to know where and how to look. Here are five undervalued stocks to buy right now.

By Kyle Woodley

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

Dividing assets equally can still trigger family drama. Here’s how to navigate tax traps, emotional heirlooms, and blended families so your heirs feel loved — not cheated.

By Maurie Backman

Your Social Security income and RMDs will most likely combine to deliver a tax torpedo, but there are ways to reduce your income in retirement to pay less tax.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Adding pension income to Social Security benefits and income from required minimum distributions could see you facing a tax torpedo and higher Medicare costs.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

ETFs REIT ETFs can generate above-average real estate-linked income in a brokerage account without the hassle of property management.

By Tony Dong, MSc, CETF

Women should move beyond simple saving to a strategy that optimizes taxes, asset location and diversification, so every dollar works toward long-term goals.

By Stacy Francis, CFP®, CDFA®, CES™

From monetizing garage space to selling niche expertise, retirees are boosting cash flow on their own terms.

By Maurie Backman