Features

For HNW Retirees, Tax and Estate Planning Are the Main Events

Tax and estate planning can have far-reaching results for wealthy retirees and are just as important as investment management. This financial adviser explains.

By Evan T. Beach, CFP®, AWMA®

This Diversification Tool Adds Resilience to Your Portfolio

Municipal bonds can provide a steady income and stability that's separate from federal shifts and global economic headwinds.

By Paul Malloy

What Will Happen to Your Business When You Retire?

Stepping away from work is extra challenging when you're a business owner, and a successful retirement requires planning that looks beyond the financials.

By Steve Parrish, J.D., RICP®, CLU©, ChFC©, AEP©

Best Bond ETFs to Buy Now

ETFs Bond ETFs are useful in a diversified portfolio, but investors should be aware of interest rate sensitivity, credit quality, liquidity and tax efficiency.

By Tony Dong, MSc

Quiz: Understanding Roth Conversions

Quiz Discover if a Roth conversion is the right move for you by taking our quick quiz.

By Donna LeValley

High-Yield Savings Accounts to Get Before the Fed Meeting

Even with rate cuts, some savings accounts can help you earn a rate that outpaces inflation and reaches your goals quickly.

By Sean Jackson

How to Cut Your Auto and Home Insurance Bills This Year

Protecting your car and home with insurance is getting a lot more costly. Use these tips to minimize the pain of rising premiums.

By David Rodeck

Debunking 6 Social Security Retirement Myths

Advertiser Content Ameriprise Financial Services, LLC

Sponsored Get the facts on how the Social Security program works for retirees.

By Ameriprise Financial

How Prices Have Changed in Trump's First Year

Trump campaigned on bringing prices down for Americans. Here's where prices stand one year into his second term.

By Rachael Green

When Is the Next Fed Meeting?

Markets expect interest rates to remain unchanged at the next Fed meeting.

By Dan Burrows

Your 5-Step Guide to Discovering Whether a Lawyer Is Shady

Research shows you can't rely on some state bar websites to vet a lawyer you're considering hiring. Here's how to check out a lawyer before you hire.

By H. Dennis Beaver, Esq.

Steps to Keep Your Student Focused on College, Not Finances

Too many students drop out due to financial strain. This plan can help families plan for the costs and get timely aid that sees students through to graduation.

By Sravani Atluri

How to be the Chief Vision Officer of Your Advisory Practice

The key is to transition from a tactical "doer" to a strategic "chief vision officer" by building the teams, processes and brand so your practice can grow.

By Ben Sullivan, CFA®, CFP®

How to Plan a (Successful) Family Reunion

From shaping the guest list to building the budget, here's how to design a successful and memorable family reunion.

By Emma Patch

These Unloved Energy Stocks Are a Bargain

Cleaned-up balance sheets and generous dividends make these dirt-cheap energy shares worth a look.

By David Milstead

You've Heard It Before, But This Investment Advice Still Pays Off

"Time in the market beats timing the market" — been there, done that, right? But don't write off the underlying advice. There's a reason it's a popular saying.

By Andrew Rosen, CFP®, CEP

How Advisers Can Respond When Clients Ask About Crypto in 401(k)s

Advisers need to establish clear frameworks to address client interest, navigate risks like volatility, and ensure they meet their fiduciary responsibilities.

By Ben Sullivan, CFA®, CFP®

3 Niche Oil and Gas Investments for Next-Gen Wealth Builders

Lesser-known segments of the oil and gas sector present unique opportunities for next-gen investors and family offices, as long as they're vetted thoroughly.

By Jay R. Young

How to save for college and retirement at the same time

Advertiser Content Ameriprise Financial Services, LLC

Sponsored Consider these steps to balance two of life’s most significant financial goals.

By Ameriprise Financial

8 ways to potentially lower your taxes

Advertiser Content Ameriprise Financial Services, LLC.

Consider these strategies to potentially reduce your taxes.

By Ameriprise Financial

6 common tax mistakes for investors to avoid

Advertiser Content Ameriprise Financial Services, LLC.

Sponsored Watch for these common tax mistakes to avoid for investors, to help manage the impact of taxes on your portfolio.

By Ameriprise Financial

6 Champagne Problems Successful Retirees Face

What do you do if your biggest financial threat is simply having too much of a good thing — money?

By Donna LeValley

A Portfolio Checklist If You're Planning to Retire in 2027

Sponsored by Zoe Financial

Are you planning to retire in 2027? This portfolio checklist will help put you on the right path.

By Coryanne Hicks

Standard Deduction 2025 and 2026: Amounts, Exceptions, and Who Should Itemize

Tax Breaks Most people claim the standard deduction on their federal tax return instead of itemizing deductions. How much can you claim?

By Kelley R. Taylor

How to Avoid Being Buried by the Tax Avalanche in Retirement

All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.

By Brian O. Butler, CRPC®, CPFA®, CEPA®

This Financial Pro Shares the Secret to Retirement Success

For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.

By Adam J. Bruno, Certified Financial Fiduciary®

Is Your Retirement Based on Social Security Fact or Fiction?

One in two Americans don't know much about Social Security — and some are basing their retirement on mistaken beliefs. It's time to separate fact from fiction.

By Kelly LaVigne, J.D.