Gifts to Minors: LLCs Can Protect Them from Creditors and Predators
family savings

Gifts to Minors: LLCs Can Protect Them from Creditors and Predators

You’ve decided to fund a Uniform Gifts to Minor Account, but have you thought about how to make sure that legacy will be secure?
August 11, 2020
6 Money-Smart Ways to Spend Your Stimulus Check
Tax Breaks

6 Money-Smart Ways to Spend Your Stimulus Check

If you don't have to use your stimulus check for basic necessities, consider putting the money to work for you. You'll thank yourself later.
July 30, 2020
Emergency Funds: How to Get Started
Making Your Money Last

Emergency Funds: How to Get Started

There’s no one-size-fits-all formula for how much you’ll need.
July 30, 2020
10 Ways to Save On Your Cell Phone Plan
family savings

10 Ways to Save On Your Cell Phone Plan

We’ve rounded up 10 techniques to cut expenses on both your cell phone plan and your device.
July 20, 2020
10 Good Reasons to Cancel Amazon Prime
Budgeting

10 Good Reasons to Cancel Amazon Prime

You probably aren't using most of the perks tucked into that $119 annual fee -- which you don't need to pay to get the free Amazon shipping you crave.
July 19, 2020
Wealthy Families Need More Than a Financial Succession Plan: They Need a Process
family savings

Wealthy Families Need More Than a Financial Succession Plan: They Need a Process

A true succession plan is about much more than an estate plan. It’s about fostering open communications and getting your family on the same page about…
July 15, 2020
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 Breaks

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
Travel Planning in the Time of Coronavirus
Travel

Travel Planning in the Time of Coronavirus

Insurance may not cover canceled vacations, but airlines and hotels may be flexible.
June 11, 2020
Property Tax Breaks for Retirees
retirement

Property Tax Breaks for Retirees

Planning to buy a home in a different state? Property taxes should be examined closely, because they can be quite a bit higher than income taxes in ma…
June 10, 2020
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
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
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
Millennials Face Their Second Recession
Making Your Money Last

Millennials 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