Investing

9 Financially Savvy Tips for a Guilt-Free Vacation

Ditch the guilt part of your trip by intentionally budgeting, defining your own dream getaway and ensuring your financial and legal documents are in order.

By Mary Ware, CFP®, CIMA®, CDFA®

Don't Let Low Tax Rates Lull You Into the Torpedo Zone

The Social Security provisional income threshold can create a "tax torpedo" for disciplined savers, raising your effective marginal tax rate to 40.7% or more.

By Ray R. Harris, MBA, RSSA®

Don't Defer Retirement if You're a Landlord, Defer Taxes

A millionaire couple spent 30 years building a real estate empire — and nearly handed a million dollars of it to the IRS before discovering an exit strategy.

By Daniel Goodwin

Income and Life Expectancy Not Adding Up? Consider An Annuity

Increasing longevity means you could outlive the money you've saved for retirement. Social Security may not bridge the gap, but an income annuity could help.

By Ken Nuss

Hidden Fees and Hidden Agendas

Advertiser Content Whittier Trust Company

Sponsored Who’s benefiting the most from your investments?

By Tim McCarthy

Crude Oil Retreat Lifts Dow 1,124 Points: Stock Market Today

Whether the worst is behind us or there's still more to come in the Middle East, the stock market reaffirmed its resilience during the first quarter of 2026.

By David Dittman