Features
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Get Free Credit Reports WeeklyCheck your credit report weekly for free as the three major credit bureaus made a pandemic-era initiative permanent.
By Lisa Gerstner
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The Retirement Bucket Rule: Your Guide to Fear-Free SpendingForget market declines or rising inflation. With this strategy, you won’t have to worry about any of that during retirement.
By Donna Fuscaldo
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What is FDIC Insurance? Plus Other Agencies that Protect Your MoneyFDIC, NCUA and SIPC insurance all protect your money. Learn how they work and how much each one covers.
By Emma Patch
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Eight Biggest Financial Planning Myths: How Many Do You Believe?These financial planning myths are some of the whoppers you may hear when you're approaching retirement.
By Donna Fuscaldo
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Is Pet Insurance Worth It?You can fend off big veterinary bills with a policy that covers your furry companion. But is it better to just stash those premiums in an emergency fund?
By Donna Fuscaldo
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What You Will Pay for Medicare in 2026Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here's how much you'll pay in 2026.
By Donna LeValley
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10 Tax-Friendly States for Retirees in 2026Retirement Tax If you’re looking for the best states to retire for taxes, you may want to consider one of these most tax-friendly states for retirees.
By Kate Schubel
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Vanguard Money Market Funds: What You Need to Knowinvesting Vanguard money market funds are useful asset storage tools. Here's what you need to know about the firm's six offerings.
By Kent Thune
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Why You Need to Start Your Social Security Claim 4 Months EarlyEven a perfect Social Security plan can fail if you hit a login wall, an ID check snag or a direct-deposit problem. Here's how to make sure that doesn't happen.
By Ray R. Harris, MBA, RSSA®
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3 Ways to Protect Family Wealth Like the Ultra-RichYou've done well if you've set up a basic estate plan, but don't stop there. You can now adopt the same principles the wealthy use to establish a legacy.
By Steven Bowles, CLU®
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Looking for Financial Advice? Start With This QuestionBefore you search for a financial professional, ask yourself what kind of financial advice you need. You'll then know where to look — and what fees to expect.
By David Bromelkamp
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Direct Energy Investing: Tax Advantages for High EarnersDirect energy investing offers unique tax benefits, although high-income households should carefully evaluate its risks, not just its tax treatment.
By Jay R. Young
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My Husband's Dementia Puts Our Retirement Savings at RiskMy husband's new diagnosis has me reeling; how do I protect our $1.6 million savings?
By Maurie Backman
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How to Avoid the Tax Torpedo That Targets Wealthy RetireesIf you've saved millions for retirement, take cover from the "tax torpedo" of RMDs, IRMAA and the NIIT, which all conspire to spike your marginal tax rate.
By Evan T. Beach, CFP®, AWMA®
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Is This 1950s Investing Strategy Holding Your Portfolio Back?The diversification-focused modern portfolio theory has been the investing "rulebook" for decades, but it might be worth considering whether it fits your goals.
By Thomas Scorcia
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Money Lessons for Kids (and Adults) From a Financial AdviserIt's never too early to get started understanding wealth — and what generations who came before you did to set you on your path.
By Mary Ware, CFP®, CIMA®, CDFA®
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Are You a Woman Who Has No Time for Financial Planning?Many women forgo financial planning because it's just another thing to add to their lengthy to-do list. Here's why you should bump it to the top of your list.
By Beth Bosworth, CFP®
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70% of Savers Forget To Do This One Critical ThingMany people focus on saving money. But do you have intentions beyond merely saving?
By Sean Jackson
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We Love Hosting Guests at our $3.2M Beach House All Summer. Given Inflation, Should We Cut Back?We asked financial advisers if this couple should cut expenses or borrow money to host this summer.
By Donna Fuscaldo
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My First $1 Million: Attorney, 55, Rhode Island"Start a business with regular income and the potential for the occasional home run. Keep it small and profitable — don't build a monster you have to feed."
By Joyce Lamb
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Think Like Warren Buffett as You Near RetirementAre you taking needless risks? It might be time for a financial check-in to see how much you really need to invest in the markets.
By Barry H. Spencer, Registered Investment Adviser
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If You're Too Rich for a Roth, Consider a Mega Backdoor RothA mega backdoor Roth IRA allows high-income earners to potentially move tens of thousands of dollars into a tax-free retirement account. This is how it works.
By Nancy Hite, CFP®, CLU®, ChFC®, RFC®
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Is Spring Fever Compelling You to Refresh Your Portfolio?Spring fills us with optimism but investors shouldn't confuse a good feeling with a good decision. Here are three ways emotions can undermine decision-making.
By Anthea Tjuanakis Cox
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How to Set the Price to Sell Your Homereal estate If you're selling your home, setting the right price is crucial. Don't overprice or you'll scare away prospective buyers.
By Donna LeValley
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Should You Get Walmart+ or Amazon Prime?Walmart+ and Amazon Prime both promise free shipping, exclusive deals, and a suite of add-on services. But which one should you get, if any?
By Rachael Green
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The Best Places to Retire in the WorldWhen it comes to the best places to retire in the world, which country is at the top of the list? And where does the U.S. feature on the leaderboard? We investigate.
By Elaine Silvestrini
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If Not Long-Term Care Insurance, Then What?If you don't buy long-term care insurance, how can you plan to cover your long-term care needs once they (most likely inevitably) arise?
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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S&P 500 ETFs: 7 Ways to Play the IndexETFs Trillions of dollars are benchmarked to the ubiquitous S&P 500. These S&P 500 ETFs let you play the index directly or with a twist.
By Jeff Reeves
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Ask the Tax Editor: Will I be Audited by the IRS?Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on your chances of an IRS audit and audit red flags you should know.
By Joy Taylor
