Latest articles by Adam Shell
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You're High-Net-Worth: Should Your Retirement Savings Be in a Swiss Bank?
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should.
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Stock Market Winners and Losers of the 'Big, Beautiful' Bill
Defense, manufacturing and tech should prosper, while health care and green energy stocks face hurdles.
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Ways A Government Shutdown Could Disrupt Travel
A look at how a government shutdown could disrupt travel plans, which would have a great impact the longer a shutdown goes on.
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Want to Retire With $100K a Year? Here's How Much to Save
What "magic number" will be enough to generate $100K a year in retirement income? We do the math for you.
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Five Ways to Cash In On the $6,000 'Senior Bonus' Deduction
Taxpayers age 65 and older might be able to benefit from a $6,000 'senior bonus' deduction in the next four tax years. Here are five ways to make it pay.
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Are You Rich? The Average Net Worth by Age
Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.
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The 'Sequence of Returns' Risk Could Shrink Your Retirement Nest Egg
This little-known risk of a down market can damage your portfolio. Here's how to prevent it.
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Choose a Beneficiary for Your Estate Plan: It's Not 'Duck, Duck, Goose'
Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid.
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The Average IRA Balance by Age
Knowing how the average IRA balance of peers compares to your own could be the nudge you need to save more for retirement — or pat yourself on the back.
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National 401(k) Day: Do You Know How You Measure Up?
National 401(k) Day is a great opportunity to review your portfolio. Because "If you don’t know where you are going, you’ll end up someplace else."
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The Average 401(k) Balance by Age
How did your 401(k) balance rank vs savers your age in the second quarter? Learn the keys to building a 7-figure retirement balance.
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Eight Ways Trump Could Impact Your 401(k), Nest Egg and Retirement Readiness
From investment returns to Social Security and 401(k) investments, Trump could change your retirement in ways you might not expect.
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What Is a Living Trust?
A living trust protects your loved ones and simplifies your estate. Sometimes called a "revocable trust," it can avoid the cost of probate.
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Average Health Care Costs by Age and State: Can You Afford It?
Expect to pay more as you age and in some locations. We've got solutions for how to cover these costs, which can exceed $1,000 per month in your 60s.
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The Rule of $1,000: Is This Retirement Rule Right for You?
The rule of $ 1,000 a month can estimate how much you need to save for retirement. However, there are other guesstimates to use as a starting point.
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Top Four Retirement Withdrawal Strategies to Maximize Your Savings
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.
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Don't Let a "Clunker" Fund Drag Down Your 401(k)
401(k) lineups are loaded with overpriced, underperforming fund options. Here's how you can dump the clunkers.
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How to Invest as the AI Industry Grows Up
Here’s where to find the winners as artificial intelligence transitions from an emerging technology to an adolescent one.
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This 401(k) Withdrawal Snafu Could Knock Your Portfolio off Course
Few financial advisers have heard of this 401(k) withdrawal issue. Here's how to safeguard your portfolio.
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How to Protect Your 401(k) in a Down Market: Seven Solutions
Seven strategies to safeguard your funds if your 401(k) balance nosedives in a down market.
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Do You Need a Family Office? Four Signs for the Very Wealthy
You may need a family office if you are a high-net-worth individual, because "being wealthy turns a family into a family business."
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Stress Test Your Retirement Plan: Because Life Happens
The higher your stress test score, the more likely your retirement plan will hold steady in a crisis.
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You Could Be a 401(k) Millionaire. Here’s How
Joining the ranks of 401(k) millionaires can be withing your sights with these four strategies.
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Is a 401(k) Worth It? Here Are the Pros and Cons
A 401(k) is worth it for most people, but are you one of them? There are seven pros and four cons to consider.
