Retirement
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5 Ways the Second Trump Term Could Affect Your Finances
Income tax cuts are likely to be extended, but electric vehicle tax credits could disappear.
By Sandra Block Published
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Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of its provisions while you still can.
By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
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A Frugal Saver's Guide to Spotting Investment Costs
Some of the fees that come with buying or holding stocks, bonds and other investments are obvious. Others can hide in plain sight.
By James Martielli, CFA®, CAIA® Published
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12 FAQs About Medicare
Medicare When you turn 65, you have to master a new health care system. We’re here to help.
By Kimberly Lankford Last updated
Medicare -
5 Changes to Social Security in 2025
Social Security changes in 2025, impact the COLA, wage cap and credits rules, impacting recipients and workers.
By Donna LeValley Last updated
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Life Insurance Beneficiary: What It Is and How It Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
By Karon Warren Last updated
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Five Changes Coming to IRAs and 401(k)s in 2025
The 2025 rule changes for Roth and traditional IRAs could mean more money for your retirement. But you have to pay attention to reap the rewards.
By Donna LeValley Last updated
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The Cheapest Places To Retire in the US
retirement When you're trying to balance a fixed income with an enjoyable retirement, cost of living is a crucial factor to consider.
By Stacy Rapacon Last updated
retirement -
Social Security Tax Limit for 2025
Social Security Wealthier taxpayers will have more Social Security tax taken from their paychecks this year.
By Kelley R. Taylor Last updated
Social Security