Features
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What to Expect from the February Jobs Report
The February jobs report will be released Friday morning. Here's what economists expect the data to show.
By Karee Venema
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We're 65. Should we give our kids their inheritance now?
We have $3.9 million saved. Our adult children are struggling to pay for daycare and buy a home. Should we give them an advance on their inheritance?
By Maurie Backman
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Retiring With $500,000 to $5 Million? You Need A New Plan
Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health care expenses, including long-term care, without taking too much risk and paying too much in taxes.
By Jerry Golden, Investment Adviser Representative
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Common Oil & Gas Investing Mistakes and How to Stay Focused
The nature of energy markets exacerbates unhelpful behaviors. Understanding the psychology of oil and gas investing can help you make smarter decisions.
By Jay R. Young
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There's a New AI Bubble — And No One Is Talking About It
Companies are racing to adopt AI, but few can attribute any significant impact to it. Who will come out on top when this "implementation bubble" bursts?
By Ryan Orton
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Fee-Only Financial Advice: Do You Really Know What It Means?
How does fee-only financial advice differ from fee-based or commission-based advice? Knowing the difference is a critical step toward receiving unbiased help.
By David Bromelkamp
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Longevity Advice for Women, According to an Expert
An interview with aging expert Maddy Dychtwald on longevity advice for women.
By Janet Bodnar
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Don’t Make These 5 Common Mistakes on Your Tax Return
Tax Filing The IRS warns taxpayers to watch out for these common errors as they prepare to file.
By Gabriella Cruz-Martínez
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How Your HSA Can Reimburse You for Medicare Premiums and Expenses
Medicare Even if your Medicare premiums are automatically deducted from your Social Security check, you can take tax-free withdrawals from an Health Savings Account to reimburse yourself.
By Kimberly Lankford
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Need More Money for Retirement? You May Have Already Saved It. Here's How to Find Your Lost 401(k).
Over 29 million lost 401(k) accounts worth almost $1.65 trillion have been forgotten by their owners. Here are nine ways you can locate your account.
By Donna LeValley
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7 Gas-Saving Tips That Actually Work to Save Money at the Pump
These are gas-saving tips that will actually work for you and your car this year.
By David Muhlbaum
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The Little-Known Tool to Protect Your Retirement Savings in a Divorce
Learn why a divorce decree isn't enough to protect your retirement assets. You need a QDRO to divide the accounts to avoid paying penalties or income tax.
By Donna LeValley
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12 Things You Need to Know About Medicare
Medicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos
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How Your Social Security Check Changes at Ages 62, 65, 66, 67 and 70
The longer you wait, the bigger your Social Security check. We break it down by the most common ages at which people claim their benefits.
By Donna LeValley
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Would You Save More on Gas with Costco, Walmart or Another Membership?
Gas prices are expected to jump soon. Compare gas savings perks now to see whether you'd save the most with Costco, Sam’s Club, BJ’s, Walmart Plus or Amazon Prime.
By Rachael Green
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Best Defensive ETFs to Protect Your Portfolio
ETFs The best defensive ETFs can help ease investors' worries about volatility across the stock and bond markets by prioritizing stability over aggressive profit-making strategies.
By Tony Dong, MSc
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Safe or Seizable?: The IRA & Bankruptcy Protection Quiz
Quiz Depending on the type of IRA you own and/or how you inherited it, your "safe" money might actually be on the table for creditors.
By Donna LeValley
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Why You Should Have Defensive Stocks in Your Portfolio
Defensive stocks are worthy additions to any well-rounded portfolio, providing investors with stability in an uncertain market. Here's how they do it.
By Mark R. Hake, CFA
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A Bunch of IRS Tax Deductions and Credits You Need to Know
Tax Breaks Lowering your taxable income is the key to paying less to the IRS. Several federal tax credits and deductions can help.
By Kelley R. Taylor
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The Best Aerospace and Defense ETFs to Buy
The best aerospace and defense ETFs can help investors capitalize on higher defense spending and hedge against the potential of a large-scale conflict.
By Tony Dong, MSc
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The I-Bond Rate Until November Is Mildly Attractive. Here's Why.
Investing for Income The current I-bond rate, set in November, is active through April 2026. It presents an attractive value, if not as attractive as in the recent past.
By David Muhlbaum
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How to Find Your Pet Insurance Sweet Spot
Considering the potential for high vet bills, pet insurance can help you relax a bit over the health of your furry friends. Here's what to look for in a policy.
By Martin Baker, CFP®, CEPA®
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Turn a $1 Million Nest Egg Into a Lifetime Income Machine
The paychecks may stop, but the income shouldn't. Master the art of the "income machine" to fund your dream retirement.
By Adam Shell
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2 Ways to Invest if You're Risk Averse But CDs Don't Cut It
Investors looking for higher yields might want to consider these hybrid products, which blend the possibility of better returns with less downside risk than traditional investing.
By Jared Elson, Investment Adviser
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A Simple Clue Unlocked a Workplace Safety Crisis
A lot of people with hearing issues resist wearing hearing aids. "Nicole" had a very good reason not to wear hers, but figuring out why took some sleuthing.
By H. Dennis Beaver, Esq.
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How I Managed Decluttering My Paperwork After Retiring
Or: Why you don't need to keep tax returns from your 20s and 30s.
By Sandra Block
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How to Find a Tax Preparer: What to Look for in a Tax Professional
You want to find a tax preparer who's qualified, reasonable and knowledgeable to file your taxes. How do you get a tax professional that's right for you?
By Joy Taylor
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70 Valuable Things You Can Get for Free
savings Only one thing beats getting a good price on something, and that’s getting it for free.
By Bob Niedt
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Do I Still Need Travel Insurance If I Have Coverage Through a Credit Card?
Travel Many credit cards offer travel insurance as a perk, but is the coverage comprehensive enough to skip buying a separate policy?
By Rachael Green
