Latest
-
The 'Permission to Spend' Rules of Retirement Spending
Here’s how to spend guilt-free when you are in retirement.
-
W-4 Form: Tax Withholding Tips to Optimize Your Taxes This Year
Tax Forms Knowing how the W-4 form works can help with new jobs, tax refunds, and avoiding estimated tax payments.
-
The Best 3-Year CDs of 2025
Savings Our top 3-year CDs help you achieve your savings goals while outpacing inflation.
-
Major Insurers Scale Back Medicare Advantage and Part D Plans for 2026. What You Need to Know.
Beneficiaries enrolled in Medicare Advantage and Part D prescription drug plans might be losing their plan as UnitedHealthcare, Humana, and Aetna (CVS Health) scale back offerings for 2026.
-
If You'd Put $1,000 Into IBM Stock 20 Years Ago, Here's What You'd Have Today
IBM Big Blue has been a big bust for truly long-term investors.
-
I want to retire, but I have to keep working so my adult kids have insurance. Help!
It's a tricky period when your adult child is under 26 but needs health insurance. We ask financial experts for advice.
-
Preferred Bank Stocks: The Investment Retirees (and Others) May Be Missing Out On
Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make room for them in your portfolio?
-
Don't Let Your Equity Compensation Trip You Up: A Financial Expert's Guide
Stock options, RSUs and other executive perks can come with some serious strings attached. To avoid a nasty tax surprise, you need a plan.
-
Qualified Dividends vs Ordinary Dividends: What to Know
dividend stocks What are qualified dividends vs ordinary dividends? Here, we examine which is which, how each one is taxed and what it means for investors.
-
The Easiest Asset Allocation Rule
The easiest asset allocation rule is a quick calculation that helps determine how much of your portfolio is in stocks or in bonds. Here's how it works.
-
How to Roll Over a 401(k) in Five Steps
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
-
Convert a 401(k) into a Roth 401(k): An Ideal Move for High Earners
Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
-
You'll Probably Need Long-Term Care at Some Point. Here's How to Pay for It
Most people will need long-term care, but insurance is pricey. Here’s a guide to covering the expenses.
-
6 Steps to Protect Your Retirement Savings
Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long as you do.
-
You're High-Net-Worth: Should Your Retirement Savings Be in a Swiss Bank?
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should.
-
Should You Replace Your Financial Adviser with AI?
Sponsored by Savant Wealth Management
Financial Help Many people already ask AI for financial advice. But is it good enough to replace a human financial adviser?
-
The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions.
-
Adapting to AI's Evolving Landscape: A Survival Guide for Businesses
Like it or not, AI is here to stay, and opting out could be disastrous for your organization. Instead, focus on what you can control and be flexible, as AI is still evolving.
-
FSA or HSA-Eligible Amazon Prime Deals You Can Shop Now
Double down on savings by taking advantage of these FSA or HSA-eligible early Prime deals. Save on the smart rings, air purifiers, baby gear and more.
-
S&P 500 ETFs: 7 Ways to Play the Index
ETFs 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.
-
Five Things to Consider Now If You Want to Retire in 2026
Sponsored by Savant Wealth Management
To retire with confidence in the year ahead, tackle these essential tasks right now.
-
21 Things You Can't Return to Amazon
Did you know there are things you can't return to Amazon? Before adding these 21 items to your cart, be sure to read Amazon's return policy first.
-
What the Government Shutdown Means to Retirees
Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.
-
Amazon Outlet: The Secret to Finding Overstock Deals Online
Amazon Prime At Amazon Outlet, shoppers can get up to 70% off housewares, tech, automotive, jewelry, shoes and more.
-
Are You Entitled? A Social Security Spousal Benefits Quiz
Quiz Test your knowledge of Social Security spousal benefits in our quick quiz.
-
Savvy Savings Moves to Make Now – Or You Could Lose Thousands
Despite a rate cut and inflation, these moves can still help you reach your savings goals quickly.
-
IRS Income Tax Refund Schedule 2025: When Will Your Refund Arrive?
Tax Refunds Where is your IRS tax refund? Well, it may be arriving sooner than you think.
-
All 30 Dow Jones Stocks Ranked: Buy, Sell or Hold?
blue chip stocks Microsoft, Amazon.com and Walmart are Wall Street's top Dow Jones stocks to buy now. Some other names might surprise you.
-
If You'd Put $1,000 Into Walmart Stock 20 Years Ago, Here's What You'd Have Today
Walmart Walmart stock has beaten the broader market by a slim margin over the past couple of decades.
