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For Financially Responsible Kids, Do NOT Do These 3 Things
family savings

For Financially Responsible Kids, Do NOT Do These 3 Things

The key to putting your kids on the right financial path can be boiled down into one sentence.
July 1, 2020
10 Tax Breaks for the Middle Class
tax deductions

10 Tax Breaks for the Middle Class

Tax breaks aren't just for the rich. There are plenty of them that are only available to middle- and low-income Americans.
June 30, 2020
Household Budget Worksheet
family savings

Household Budget Worksheet

A good budget helps you reach your spending and savings goals. Work out a proposed household budget by inputting your sources of income and projected …
June 18, 2020
The Answers to More RMD Questions
retirement

The Answers to More RMD Questions

The CARES Act made 2020 required minimum distributions optional. But what are your next moves?
June 12, 2020
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Travel Planning in the Time of Coronavirus
business

Travel Planning in the Time of Coronavirus

Insurance may not cover canceled vacations, but airlines and hotels may be flexible.
June 11, 2020

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Pass Along Life Lessons With an Ethical Will
retirement

Pass Along Life Lessons With an Ethical Will

Create a legacy letter to communicate values, experiences and life lessons to your family.
June 9, 2020
13 Reasons You Will Regret an RV in Retirement
retirement

13 Reasons You Will Regret an RV in Retirement

RV-loving retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
June 8, 2020
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52 Super Deals and Discounts for 2020
spending

52 Super Deals and Discounts for 2020

With a special nod to those of you spending more time at home, we found dozens of deals and discounts, plus ways to save (or make) money.
June 6, 2020
4 Legal Documents Everyone Needs on Hand
retirement

4 Legal Documents Everyone Needs on Hand

COVID-19 has forced a lot of people to think about hard life-and-death decisions. Filling these documents out now will make sure you and your loved on…
June 5, 2020
The Wage Gap Persists Into Retirement
retirement

The Wage Gap Persists Into Retirement

The difference can compound and leave women with far less retirement income.
June 5, 2020
Where to Put Your Money Now: Our 2020 Midyear Investing Outlook
investing

Where to Put Your Money Now: Our 2020 Midyear Investing Outlook

The market is finding its way in a changed landscape. Our advice: Tilt toward stocks rather than bonds and cash, and favor U.S. over international hol…
June 5, 2020
Why I’m Optimistic
investing

Why I’m Optimistic

If we look ahead and see straight—and focus on what’s good for all of us—we will emerge from the darkest hours even stronger.
June 5, 2020
How to Get Your Money Back
spending

How to Get Your Money Back

Some refund policies have been relaxed during the pandemic, but reimbursement isn’t always automatic.
June 5, 2020
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A View of Life After the Pandemic
savings

A View of Life After the Pandemic

Among the forecasts: The work-from-home trend will last, and we’ll welcome more robots.
June 5, 2020
The Long-Term Cost of Stimulus Spending
spending

The Long-Term Cost of Stimulus Spending

Heavy borrowing already on the books before the crisis hit will make the recovery even tougher.
June 5, 2020
Lessons for Kids From the Crisis
savings

Lessons for Kids From the Crisis

One of the greatest opportunities presented by the pandemic is to give children an appreciation for the workings of the economy.
June 5, 2020
How to Find a Financial Planner You Trust
investing

How to Find a Financial Planner You Trust

Use our road map to find an adviser who will truly look out for your best interests.
June 5, 2020
Finding Affordable Health Care Now
insurance

Finding Affordable Health Care Now

The pandemic has caused millions of people to lose their jobs — and their health coverage. Here’s a guide to finding affordable insurance.
June 4, 2020
Milliennials Face Their Second Recession
credit & debt

Milliennials Face Their Second Recession

Forty percent of millennials say the pandemic will likely cause them to delay payments on their debts. Does that include you? Time to take action.
June 4, 2020
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When Savings Bonds Make Sense
credit & debt

When Savings Bonds Make Sense

Series I savings bonds are safe options, but don’t go all in.
June 3, 2020
9 Things You'll Regret Keeping in a Safe Deposit Box
savings

9 Things You'll Regret Keeping in a Safe Deposit Box

Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
June 1, 2020
11 Best Things to Keep in a Safe Deposit Box
savings

11 Best Things to Keep in a Safe Deposit Box

Certain documents and valuables, including certain things with sentimental value, should be stored securely at your bank.
June 1, 2020
When Is Amazon Prime Day 2020?
spending

When Is Amazon Prime Day 2020?

Circumstances beyond its control have forced Amazon to move its annual Christmas-in-July Amazon Prime Day blowout sale in 2020 to ... not July.
May 29, 2020
Practical Financial Tips for the 'Sandwich Generation'
retirement

Practical Financial Tips for the 'Sandwich Generation'

Many people are stuck in the middle, caring for parents and children at the same time ... and they are getting squashed, emotionally and financially. …
May 29, 2020
Gray Divorce: Amicable Terms for Your Finances
retirement

Gray Divorce: Amicable Terms for Your Finances

How does divorce after a lengthy marriage impact your investment strategies and long-term planning? Having a plan in place throughout the process is k…
May 28, 2020