Features
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Why Exercise Is Your Best Retirement InvestmentRegular physical fitness can defer long-term care by two years, yielding a financial return that most portfolio strategies cannot match.
By Richard P. Himmer, PhD
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The AI Bubble May Burst: 5 Ways to Protect Your PortfolioTech giants are borrowing heavily to fund the AI boom. Here is what older investors must do if those debts trigger a market crash.
By Simon Constable
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Inherited an IRA? IRS Distribution Rules Beneficiaries Should KnowInherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor
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Our Parents Lived 'Forever.' How Do We Plan for Long-Term Care?Even if you're very wealthy, you may need to plan for long-term care through age 100. Our Wealth Wise columnist asks the experts what to do.
By Maurie Backman
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5 ETFs to Help Build Your Emergency Fund and Keep It SafeThe best ETFs to help build your emergency fund prioritize safety and liquidity, while some variants offer regular income or superior tax efficiency.
By Tony Dong, MSc, CETF
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Why a 'Fee-Based' DST Investing Sales Pitch Is a Red FlagAn AUM fee on a Delaware statutory trust can cost investors far more than a one-time commission in the long run. So why are fiduciary advisers proposing it?
By Dwight Kay
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Planning for Couples Who Have a Big Age GapYou must coordinate different retirement timelines while stretching your savings to cover a longer lifespan.
By Martha C. White
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Before You Move Abroad, Try Living There FirstYour dream vacation in Italy can't tell you what it's really like to live there. But there's a simple way to find out before you commit to a permanent move.
By Marco Bersani
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Why the Smartest Retirees Are Handing Out Inheritances NowOlder generations hold $124 trillion in assets. Here is why financial experts say giving your heirs an inheritance early might be the smartest move you can make.
By Donna Fuscaldo
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Give While You Live Or Wait Until Death? Take Our Quiz to Find OutThe Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow.
By Donna Fuscaldo
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No One Wants to Ask Their Aging Parents About Their Finances, But Here's HowUse these tips to help you open the door to conversations about their financial health before it’s too late.
By Kathryn Pomroy
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Why Building a Legal 'Moat' Is the Best Defense Against LawsuitsAsset protection planning places valuable assets out of the reach of potential claimants and creditors, discouraging lawsuits before they get off the ground.
By Jeffrey M. Verdon, Esq.
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Would You Take a Vacation Just to Sleep? Inside the Sleepcation TrendSleepcations are becoming a popular travel trend, but some hotel sleep packages come at a premium. Here's how to decide what's worth paying for.
By Beth Braverman
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How the Latest Fed Rate Hike Impacts Your WalletWith the Fed hiking rates, knowing how this impacts your finances can help you make smart decisions and save money.
By Sean Jackson
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Conversations to Have With Aging Parents NowIt's difficult to ask aging parents about financial and medical decisions, and future living arrangements, but it's vital to talk about it while you still can.
By Kelsey M. Simasko, Esq.
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Why You Shouldn't ‘Set and Forget’ Your AnnuityYour annuity shouldn't be left to gather dust. Regular reviews and comparisons with newer products will help make sure it's still the best option for you.
By Jason Chalmers
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Capital Gains Tax on Real Estate and Home SalesCapital Gains Selling your home or a rental property? Here are important capital gains tax rules to keep in mind.
By Joy Taylor
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My First $1 Million: Health Insurance Executive, 54, Arizona"I would tell my younger self to continue with your plan, but take a few more moments to let loose and create more experiences."
By Joyce Lamb
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How 30 Everyday Millionaires Are Navigating the Great Wealth TransferMillionaires from the My First $1 Million series tell us how they're talking with their kids about money, balancing inheritance splits and sharing their wealth.
By Joyce Lamb
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Why Legal Documents Won't Save Your Family's WealthA successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.
By Lisa G. McCurdy, Esq.
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Why Invest In Index Funds When Prediction Markets Pay Big?Betting on prediction markets may seem like a quick and easy way to make money, but index funds have historically been a better way to build wealth. Here's why.
By Kyle Woodley
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Finding Meaning and Passion in RetirementWith life expectancies rising, 65 is no longer the finish line. Here are the questions you should ask yourself and resources for finding your next act.
By Jaclyn Greenberg
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Why Retirees Hoard Savings and How to Stop UnderspendingA charitable remainder unitrust (CRUT) can create a lifetime income stream and alleviate worry for retirees who underspend out of fear their money won't last.
By Klaus Gottlieb, Esq.
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10 Financial Habits Every Couple Should ShareWhen it comes to money, both partners need to know what's going on. Here's how to build a more transparent — and resilient — financial partnership.
By Mary Ware, CFP®, CIMA®, CDFA®
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Why Is My First Medicare Bill So High?Your first Medicare bill may be higher than expected for several reasons. If your premiums aren't taken out of your Social Security benefit, the bill can be huge.
By Donna LeValley
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CD vs. High-Yield Savings Account: Which is better?Deciding between a CD and a high-yield savings account? Here's how to choose based on your savings goals.
By Sean Jackson
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Quiz: Do You Know What Medicare Gives You for Free?Quiz This quiz tests your knowledge of the services that Medicare provides at no cost to you.
By Donna LeValley
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Is the Hilton Honors Amex Surpass Card Worth It?Frequent Hilton guests can get more from their stays with the Hilton Honors American Express Surpass Card. Here’s what to know about its hotel perks, rewards and travel benefits.
By Sean Jackson
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Which Delta SkyMiles Credit Card Is Right for You? Gold, Platinum and Reserve ComparedDelta offers three SkyMiles credit cards with different annual fees, rewards and travel perks. Here's how Gold, Platinum and Reserve compare.
By Sean Jackson
