Latest
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What Would $1.46M In Savings Do For Your Retirement Lifestyle? How about $3.93M?
Americans think $1.46 million is the ideal amount of money to have saved for retirement, according to a survey. What would that amount of money mean for your lifestyle in retirement?
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Revocable Living Trusts: The Good, the Bad and the Ugly
People are conditioned to believe they should avoid probate at all costs, but when compared with living trusts, probate could be a smart choice for some folks.
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How to Plan for Retirement When Your Child Has Special Needs
When your child has special needs, your retirement plan should include a plan for when you'll no longer be able to care for them yourself. A five-step guide.
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What is the 80% Rule in Homeowners Insurance?
The 80% rule in homeowners insurance says to receive full coverage, homeowners must have coverage costing at least 80% of their home’s total replacement cost value.
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3 Uranium ETFs That Pack a Nuclear Punch
ETFs Uranium prices have moderated but remain supported by the AI revolution and other long-term trends. Uranium ETFs can capture upside from rising power demand.
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IRS Layoffs Spark Delays, Doubt This Tax Season
Tax Season Tax experts say Trump’s downsizing of the IRS is already causing problems.
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States with the Highest Income Tax Rates for Retirees
State Tax You may reconsider living and retiring in one of these states due to high taxes.
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Four Ways to Invest in Quantum Computing
Quantum computing offers mind-boggling problem-solving potential. Here are four ways investors can gain exposure to quantum computing stocks.
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Retirement Fears Keeping You Up at Night
Get a better night's sleep by overcoming these five retirement fears.
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What Is the Rule of 72 and How Can Investors Use It?
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.
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What Is an IPO?
investing Buzz around the IPO calendar is almost constant these days, with several high-profile companies filing to go public. What is an IPO and how do investors evaluate them?
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Seven Common Tax Preparation Mistakes (and How to Avoid Them)
Don't let the dark cloud of tax time hang over your head this year.
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What Retirees Need to Know About Taxes
Take steps to avoid a surprise tax bill and underpayment penalties.
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My Husband Is Terrible With Money. I Worry He'll Quickly Spend Our $1.3 Million Nest Egg. We are 62, But How can I Ever Retire?
We asked expert financial advisers and therapists to weigh in.
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Roth Conversion in a Down Market: Is it Right For You?
Facing a future tax hit on your retirement savings? A Roth conversion may be a way to lower the taxes you owe.
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Tax Advantages of Oil and Gas Investments: What You Need to Know
Tax incentives allow for deductions and potential tax-free earnings — benefits accessible only to accredited investors in small producer projects.
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Charitable Contributions: Five Frequently Asked Questions
Make the most of your good intentions by understanding the ins and outs of charitable giving. A good starting point is knowing what's deductible and what isn't.
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Financial Leverage, Part Two: Don't Say We Didn't Warn You
A lesson in how highly leveraged investments can benefit the first movers and crush the next round of buyers.
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Taxes in Retirement: What ESOP Participants Need to Know
Most Employee Stock Ownership Plans (ESOP) participants transfer company stock to an IRA starting around age 55, so taxes on that money have been deferred.
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What Is an IRA and Which Type is Best for You?
An Individual Retirement Account (IRA) is a tax-advantaged savings account to help you boost your nest egg. Learn which type of IRA is best for you.
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The Average Social Security Check by Age
Compare your average Social Security check to others of your age, and plan for the future.
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What Is a P/E Ratio and How Do I Use It in Investing?
The price-to-earnings ratio, or P/E ratio, is a tool you can use to measure whether you're getting a good deal on a stock. Here's how it works.
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10 Strategies to Consider When Retiring During a Volatile Market
If you're retiring when the stock market is volatile, there are strategies to follow to be more in control.
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IRA Rules at a Glance: Contribution Limits, Income Limits and Rollover Options
Here are IRA contribution limits, income limits and rollover rules for Roth, traditional, SIMPLE and SEP IRAs at a glance.
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Six Tax Breaks That Get Better With Age
Tax Breaks Depending on your age, several tax credits, deductions, and amounts change — sometimes for the better.
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The Best Vanguard ETFs to Buy
The best Vanguard ETFs all feature rock-bottom fees, large asset bases and long trading histories. Here are a few of our favorites.
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Ten Tax-Friendly States for Retirees
Retirement Tax If you’re looking for the best place to retire, you may want to consider one of these most tax-friendly states for retirees.
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States With the Lowest Property Tax
Property Taxes Homeowners in these states received some of the lowest property tax bills in the U.S. How does yours compare?
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
