Features

Wisdom can be a far greater gift than money. After all, what good is an inheritance if children don't know the values behind it or have the skills to handle it?

By Feroz Ansari, CFP®

One of this year's bestselling books is a timely reminder of the dangers of leaving money matters solely to your partner.

By Sathya Chey Patterson, CFP®, CDFA®, CSRIC®, AIF®

Due diligence can uncover implied easements that may not appear on public records or have not been disclosed, even though sellers are required to reveal them.

By H. Dennis Beaver, Esq.

Long-term bonds can be a trap in the current market. Discover this simple strategy to earn higher yields with short-term Treasuries and corporate bond funds.

By Jeffrey R. Kosnett

It can be hard to talk about estate planning, especially when it comes to your parents, siblings or children. Here's how to get past the awkwardness.

By Jacob Wolinsky

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

By Bob Niedt

Property Tax Looking for uncrowded spaces and financial relief? Discover the lowest property tax bills in the state.

By Kate Schubel

Lottery Taxes A Mega Millions jackpot winner will take home much less than the advertised jackpot amount, thanks to taxes.

By Katelyn Washington

With the threat of the estate tax sunset officially resolved, picking a trust is now a choice between long-term asset protection and tax-free basis step-ups.

By Ellen B. Kennedy

Retirement readiness is more about data than feelings. Focus on the hard numbers — your savings, income and debt — to determine whether you're truly prepared.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

Your decision will depend on several factors, such as your interest rate, the tax impact, your available deductions and your cash flow situation.

By Ben Fuchs, CFP®, CPWA®

Don't wait until filing season to plan a tax strategy for your company stock. On top of the usual taxes, you could face extra liabilities, penalties and risks.

By Stacy Francis, CFP®, CDFA®, CES™

Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.

By Maurie Backman

Your income will determine how much you pay, but here are some smart strategies that can help you lower your premiums.

By Meagan Dow, CFA®, CFP®

Technology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.

By Michael Aloi, CFP®

As retirement approaches, you need to shift focus from simply saving money to creating a plan for reliable retirement income while also protecting your wealth.

By Cameron Burskey

Many drivers prioritize aesthetics over economics. We break down the financial trade-offs of the "SUV tax" and show you how to keep thousands more for your future.

By Sean Jackson

Relocating to a tax-free state like Florida or Texas seems like a good idea, but unexpected expenses add up fast. Here is how to ensure your retirement move doesn't break the bank.

By Donna Fuscaldo

"I see now that, while I was fine with (delayed gratification) at the time, I missed out on a lot of amazing experiences and travel."

By Joyce Lamb

It's surprisingly easy for our finances to go off the rails. This practical plan can help you regain control by taking one positive step every month.

By Anthony Martin

The Social Security decision for the higher earner in an age-gap marriage is tricky, as claiming age can determine a widowed spouse's income for years.

By Ray R. Harris, MBA, RSSA®

The widow's penalty is when losing a spouse triggers a huge financial hit. It's an unfortunate twist of the tax system, but the good news is you can plan for it.

By Kyle Hammerschmidt, Investment Adviser

Most people guess their retirement number — don't be one of them. See how much you should save based on your current age and income.

By Donna Fuscaldo

Retirement unlocks a thrilling (and slightly scary) new world of possibilities. Why not kick it off with an overseas journey — the ultimate way to step boldly into this exciting new chapter of your life?

By Kathryn Pomroy

While the overall divorce rate has seen a small but steady decline, gray divorces have been on the rise since the 1990s.

By Donna LeValley

TSA PreCheck has been around for over a dozen years and has millions of users. Is the not-so-exclusive line still worth the cost?

By Alexandra Svokos

The best all-in-one ETFs are diversified funds that can simplify investing with a single low-cost holding.

By Tony Dong, MSc, CETF