Latest
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Financial Professional's Key to Peace of Mind in Retirement: Income Planning
Creating guaranteed income sources in retirement will help you truly enjoy your golden years and spend less time worrying about money.
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Don't Let a Market Crash Crush Your Retirement
It's a comfort to know that with the right strategies, you can weather just about anything a crazy stock market can throw at you.
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Average Social Security Check Hit a New Record High in May
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter.
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Best High-Yield ETFs to Buy Now
These high-yield ETFs screen for stocks paying outsized yields. Here's how to evaluate which one is best for your portfolio.
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Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
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Eight Great Places to Live in Texas
Whether you're looking to retire or relocate, new residents are coming to Texas in droves to take advantage of the state's lack of personal income tax and affordable cost of living.
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The Best Credit Cards to Use When Renting Cars
Need a car when you travel? Here are the best credit cards that offer rental car insurance.
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Eight Things You Must Know About Retiring to the Carolinas
retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
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When Is the Next CPI Report?
CPI Reports When does the next CPI report land and what inflation rate is expected?
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The Best Covered-Call ETFs to Buy
Covered-call ETFs can provide consistent, above-average income generation, but they can also cap potential upside. Here's what to look for.
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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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Wealth Advisers: In Estate Planning, the End Is Just the Beginning
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time.
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Stood Up by a Radio Show: But Was It a Breach of Contract?
A conscientious financial planner reschedules his clients after being invited onto a talk show and ends up losing one of them at a cost of $5,000. What does the radio show owe him, if anything?
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The Eight Best Places to Retire for Renters
Kiplinger looked at great places to retire in the United States for people planning to rent their living space.
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Do You Really Need Home Insurance?
Homeowners insurance is required by most mortgage lenders, and is included in your mortgage payment.
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How to Help Your Children Buy a Home
Family Finances If you want to help your children buy a home your options range from family loans to outright gifts.
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How to Save on Booking a Cruise
Booking a cruise using credit card rewards and travel agents can help snag the best deals.
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What Trump’s 'Big Beautiful Bill' Means for Your Utility Bills
If passed, the 'Big Beautiful Bill' could make home energy upgrades more expensive and raise monthly costs. Here's how much more you might pay and how to prepare.
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What Boomers and Gen Xers Can Learn from Younger Colleagues
Whether you're Gen X or a baby boomer, your younger colleagues' opinions on work may help you find a new job or be happier in the one you've got.
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Ten Cheapest Places to Live in Texas
Property Tax Looking for a cheap place to live in Texas? Look no further. These counties have the lowest property tax bills in the Lone Star State.
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Over 50 and Still Paying Student Loans? Here's Some Help
It's the club no one wants to join. But if you are over 50 and still paying student loans, there are ways to tackle both debt and retirement savings.
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Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.
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The Six Pros This Adviser Says You Need to Sell Your Business
Selling your business isn't as simple as getting the best price and walking away. These are the six professionals you'll need to get a deal across the finish line.
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AI Is Missing the Wisdom of Older Adults: What It Means for You
AI will increasingly affect your health care and finances, but young workers are primarily designing the systems and getting most of the jobs.
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The Three C's to Financial Success: A Financial Planner's Guide to Build Wealth
Consistency, commitment and confidence in your chosen strategy are more critical to your financial success than finding the 'perfect' financial plan.
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A Financial Adviser's Guide to Solving Your Retirement Puzzle: Five Key Pieces
If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution.
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Baby Boomers vs Gen X: Who Spends More?
Baby Boomers and Gen X are guilty of spending a lot of money. Here's a look at where their money goes.
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Retire in Finland and Live the Nordic Dream
Here's how to retire in Finland as a U.S. retiree. It's ideal for those who value natural beauty, low crime and good healthcare.
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You're Close to Retirement and Cashed Out: How Do You Get Back In?
If you've been scared into an all-cash position, it's wise to consider reinvesting your money in the markets. Here's how a financial planner recommends you can get back in the saddle.
