Financial Planning
18 States With Scary Death Taxes
18 States With Scary Death Taxes
Federal estate taxes are no longer a problem for all but the extremely wealthy, but several states have their own estate taxes and inheritance taxes t…
December 2, 2021
It Still Pays to Wait to Claim Social Security
It Still Pays to Wait to Claim Social Security
Despite dire headlines about the Social Security trust fund, you will be better off waiting to collect benefits.
November 23, 2021
Roth IRA Basics: 11 Things You Must Know
Roth IRA Basics: 11 Things You Must Know
A Roth IRA can be a great way to save for retirement since the accounts have no required minimum distributions and you withdraw the money tax-free.
November 23, 2021
The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs
The Basics of Required Minimum Distributions: 12 Things You Must Know About RMDs
Retirement savers who are 72 must start withdrawing funds from tax-advantaged retirement accounts. Here’s what you need to know about required minimum…
November 22, 2021
Where to Find Emergency Cash
Where to Find Emergency Cash
Even if you're debt-averse, having a credit card to pay for emergencies could be an important lifeline.
November 22, 2021
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7 Things Medicare Doesn’t Cover
7 Things Medicare Doesn’t Cover
Medicare Part A and Part B leave some pretty significant gaps in your health-care coverage. Here's a closer look at what isn't covered by Medicare.
November 16, 2021
11 Costly Medicare Mistakes You Should Avoid Making
11 Costly Medicare Mistakes You Should Avoid Making
If you don't make the right choices, you could end up with high Medicare premiums and big out-of-pocket costs.
November 16, 2021
Smart Money Moves to Make Before Year End
Smart Money Moves to Make Before Year End
You can take action now to lower your taxes, save money and enhance your finances for 2022.
November 15, 2021
Brandon Copeland on Reaching Financial Freedom
Brandon Copeland on Reaching Financial Freedom
This NFL player’s path to a future of financial independence after his pro career is over can help the rest of us plan.
November 2, 2021
Boost Your Retirement Savings for 2021, 2022
Boost Your Retirement Savings for 2021, 2022
The time is now to maximize contributions. Also, if you’ve got required minimum or charitable distributions to make, that deadline is coming up.
October 29, 2021
Minimizing Taxes When You Inherit Money
Minimizing Taxes When You Inherit Money
Some inherited assets are tax-friendly, but under new rules, others come with a hefty tax bill. We help you get the most out of a legacy.
October 29, 2021
What to Do When You’re the Executor
What to Do When You’re the Executor
You’ll likely need professional help, including an attorney with estate-planning experience, a tax pro and a financial adviser.
October 29, 2021
Make the Most of Your Charitable Donations
Make the Most of Your Charitable Donations
Take a closer look at whether you’re getting the most bang for your donated bucks.
October 28, 2021
Don't Give Up on Investing in China
Don't Give Up on Investing in China
Turmoil in China has been all over the financial news, but the volatile market is too big to ignore.
October 28, 2021
Smart Year-End Move: Manage Your Employee Benefits
Smart Year-End Move: Manage Your Employee Benefits
For 2021, employers may provide a 12-month grace period for both types of flexible spending accounts.
October 27, 2021
Don't Get Too Hung Up on a Retirement Savings Number
Don't Get Too Hung Up on a Retirement Savings Number
There's tons of advice about how big your nest egg should be for retirement but focusing too much on a single figure can lead to complacency.
October 26, 2021
From EBRI's CEO: What's on Retirees' Minds
From EBRI's CEO: What's on Retirees' Minds
Retirees feel more comfortable spending from steady sources of income rather than tapping their nest egg.
October 25, 2021
How Snowbirds Can Be Taxed as Florida Residents
How Snowbirds Can Be Taxed as Florida Residents
If you live in a high-tax state during the summer but winter in Florida, you can save big bucks by establishing residency in the Sunshine State.
October 25, 2021
The Pros and Cons of Target Date Funds with Tony Drake
The Pros and Cons of Target Date Funds with Tony Drake
The simplicity of target date funds has made them popular, particularly among 401(k) savers. But investors may be paying a price.
October 19, 2021
Oh Unlucky Heirs with Tim Steffen
Oh Unlucky Heirs with Tim Steffen
Just because you’re in the will doesn’t mean you’re sitting pretty. Also: Does October deserve its scary reputation for stocks?
October 5, 2021
A Simple Portfolio Is All You Need
A Simple Portfolio Is All You Need
It’s possible to build wealth with only a few funds—or even just one.
October 4, 2021
Trading Options for Your 401(k)
Trading Options for Your 401(k)
About 40% of companies offer self-directed brokerage accounts in their 401(k) plans, giving participants more investing options.
September 30, 2021
Nontraditional Options Let IRA Investors Crank Up the Risk
Nontraditional Options Let IRA Investors Crank Up the Risk
You can invest your retirement savings in everything from cryptocurrency to penny stocks. But that doesn’t mean you should.
September 30, 2021
A New Fund to Hedge Inflation
A New Fund to Hedge Inflation
Horizon Kinetics Inflation Beneficiaries ETF, introduced in January, offers some tools to battle inflation.
September 30, 2021
Don't Give Up on Small-Cap Stocks
Don't Give Up on Small-Cap Stocks
Small caps can still attract investors. These stocks offer undeniable value.
September 30, 2021