Features

Investors should start seeing SpaceX as a vertically integrated infrastructure giant spanning space transportation, global communications and AI compute.

By Mike Alves, MSAFP, CFP®, CEPA®, CRPC®

Buying an "inflation protection" investment in retirement, instead of making sure your financial plan can withstand rising costs, is a big mistake.

By Pam Krueger

While borrowers reap the benefits of lower interest rates, savers are seeing their savings earning less. What are your options if you're disillusioned?

By Roland Chow, Investment Advisor

An insurance policy isn't a lottery ticket — it's a contract that acts as a backstop against disaster, which is why the best claim is the one you never have.

By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS

Medicare There's a good chance you can get your IRMAA eliminated or reduced if your income has dropped in the past two years.

By Jackie Stewart

Quantum computing stocks offer exposure to mind-boggling problem-solving potential, and the Trump administration plans to take equity stakes in some of them.

By Tom Taulli

When you're trying to balance a fixed income with an enjoyable retirement, the cost of living is a crucial factor to consider. Is your city the best?

By Stacy Rapacon

Utility stocks are defensive plays for investors, offering stability and reliable dividends. Here's how you can find the best ones to buy.

By Kyle Woodley

From online to in-store, retailers track your behavior to set maximum prices. Here's how to fight back.

By Sean Jackson

Delaying your claim until age 70 locks in a permanent, lifelong pay raise. Here's your blueprint to construct an income bridge that safely funds your retirement gap years.

By Adam Shell

It's easy to lose track of spending when you're focused on your family and career. But this is what you're risking when you don't save or protect your income.

By Kelsey M. Simasko, Esq.

Turns out, an adviser's long tenure is not a reliable indicator of their true expertise, especially in crucial areas like retirement income and tax planning.

By Jared Trexler

Businesses that want employees to work with AI need to break down some barriers first, as U.S. workplaces have become fractured, fearful and full of mistrust.

By Dr. Cornelia Shipley Bearyman, MBA, PCC, BCC

Property Tax Looking for affordable Georgia living? These counties offer the lowest property tax bills in the state.

By Kate Schubel

Understand the critical two-year lookback period and why aggressive planning before you enroll in Medicare is the most effective way to minimize IRMAA.

By Donna LeValley

Because 70% of wealthy families lose their wealth by the second generation, it's clear how important communication can be to your estate plan's success.

By Justin Biance, Certified Estate Planner

Medicare Here's what you need to know about who gets charged and why, as well as when the fees can be waived.

By Rachel L. Sheedy

World Cup ticket prices might be falling, but scammers are still cashing in. Here’s how to spot fake listings and protect yourself before kickoff.

By Sean Jackson

The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.

By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®

Quiz Take our 10-question quiz see if your hard-earned nest egg is truly protected from hidden liabilities, or if you are exposed to unexpected risks.

By Donna LeValley

The Letter As the financial fortunes of the wealthy diverge from everyone else, some businesses are poised to thrive, while others struggle with weakening sales.

By Jim Patterson

How can a couple get retirement timing "right" when one spouse comes from a long-lived family and the other doesn't?

By Maurie Backman

This tax-advantage savings account is perfect for students.

By Lisa Gerstner

Hopefully, life after work won't be a battle, but you'll need to be able to defend your position if old foes like inflation and volatile markets rise up against you.

By Michael B. Schwartz

Several factors besides demand push up the prices of products you love. Understanding what's going on behind the scenes can help you decide what to buy and when.

By David Abraham

It's never too early to discuss how to pay for long-term care — and as May is Older Americans Month, let's do it now, so you can rest easy in your golden years.

By Tony Drake, CFP®, Investment Advisor Representative

Beginner investors might wonder "what is a mutual fund?" Here, we answer that question and look at the pros and cons of investing in one.

By Kyle Woodley