Features

AI is this generation's Industrial Revolution. While investors wait for things to "settle down," opportunities to get in on the ground floor are passing by.

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

From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.

By Bob Niedt

Family Finances If you want to help your children buy a home your options range from family loans to outright gifts.

By Emma Patch

Warren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.

By Donna LeValley

Retirement Taxes It's important to know how common sources of retirement income are taxed.

By Kelley R. Taylor

State Tax Explore Minnesota's state tax rates for income, sales, property, retirement, and more. Learn how Minnesota compares nationwide.

By Katelyn Washington

State Tax Explore New Jersey's state tax rates for income, sales, property, retirement, and more. Learn how New Jersey compares nationwide.

By Kate Schubel

Big change catalyzed by top tech disruptors often leads to big growth.

By Jeff Reeves

Property Tax While the national average is climbing, homeowners in these states pay less than 0.53%. Compare your current tax bill against the 2026 rankings.

By Kate Schubel

Tax Credits Here's what you need to know about the federal child tax credit (CTC).

By Gabriella Cruz-Martínez

In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.

By Kathryn Pomroy

The earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the client's needs first.

By David Bromelkamp

Adulting is hard, but a focus on three key habits — paying yourself first, paying attention to your career and paying it forward — can help get you there.

By Mary Ware, CFP®, CIMA®, CDFA®

Taking a career break to care for family is natural for many women — but a pause can have lasting repercussions. Here's what to consider before stepping away.

By Angie Welsh

Tools With our mortgage calculator, you can easily determine your monthly mortgage payment.

By Carla Ayers

Retiree-friendly goods and services are available at no cost – if you know where to look.

By Bob Niedt

Does your older parent or spouse need to stop driving? It's one of the hardest transitions in aging, and there's no simple fix.

By Maurie Backman

New housing market data reveals the ten zip codes where in-demand homes spend the fewest days on the market.

By Ben Demers

Don’t let mandatory distributions catch you off guard. Test your RMD knowledge and discover strategies to maximize your retirement income today.

By Donna LeValley

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®