Features

State Tax High-tax states aren’t always the most expensive to live in, and low-tax states don’t always mean bigger savings. Here’s how tax burdens really compare across the U.S.

By Kelley R. Taylor

Here's a simple way to make your money work smarter for you.

By Sean Jackson

We have saved $7 million, and our round-the-world trip will cost $800K. We both had parents who died in their 60s, so we want to travel while we are "young."

By Maurie Backman

Americans faced a similar oil crisis 47 years ago. Here’s how today compares.

By Rachael Green

CDs aren't the only way to keep money safe while generating interest. These low-risk, cash-like ETFs are liquid and flexible potential substitutes.

By Tony Dong, MSc

Medicare costs can spike if your income triggers the income-related monthly adjustment amount. Here's what to expect in 2026 and how to avoid it in the future.

By Philip Segal, CLU®, ChFC®, RICP®

The estate tax was repealed in 2010, meaning billionaires could pass on their wealth tax-free. OBBBA tax provisions aren't that, but high-net-worth families should still act.

By Eric W. Bond

Children are constantly absorbing financial lessons from their parents, and your behaviors shape how your children will manage their money as adults.

By Jodi Krausman, PhD, CPA, CFP®, ChFC®

With crude oil near $100 a barrel and a global energy crisis, the financial case for clean energy has never been more actionable for everyday investors.

By Peter Krull, CSRIC®

This 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.

By Erin Bendig

Economic Forecasts Consumers spent freely in March, despite the strong rise in gasoline prices.

By David Payne

Traders and speculators are already executing their respective plans. Here's what investors can do about the energy shock.

By David Dittman

The average monthly Social Security check amount might surprise you. Here's a look at March's numbers and why they matter.

By Donna LeValley

The new way to sail: Why boutique yacht cruises are the ultimate retirement reward.

By Kathryn Pomroy

Think you may have more retirement savings than your peers? Here's your answer.

By Donna LeValley

If you can hold off buying a new car — and have the discipline to reinvest the savings — you could turbocharge your retirement savings.

By Kyle Woodley

A money expert shares the big and small ways to look out for the earth while saving money.

By Alexandra Svokos

We asked estate planners how to protect his one-year-old dog when his heirs aren't up to the task.

By Donna Fuscaldo

Business trends promising success will come and go — but leaders who stick to these four tried-and-trusted principles will help their companies go the distance.

By Gayle Jennings-O'Byrne

Before you confirm any estate plans, look in the mirror — your philosophy on life will inform your legacy, and that will allow a meaningful plan to unfold.

By Feroz Ansari, CFP®

Bladder cancer survivors and a therapist share the realities of living with a stoma and how relatives can support loved ones as they rebuild their identity.

By H. Dennis Beaver, Esq.

Compare your average Social Security check with others of your age, and plan for the future.

By Donna LeValley

Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.

By Donna LeValley

Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.

By Donna LeValley

ETFs The best health care ETFs offer diversification across medical industries as well as exposure to a sector with lower volatility than the broader market.

By Tony Dong, MSc

Americans will eventually need to apply for approval under ETIAS to travel to Europe, but the system has been repeatedly delayed.

By Alexandra Svokos

Your home insurance doesn’t cover earthquakes, but paying extra for earthquake insurance isn’t just for Californians.

By Rachael Green