Features

The average monthly Social Security check amount might surprise you. Here's a look at July's numbers and why they matter.

By Donna LeValley

Quiz Your Social Security raise isn't random. Take the quiz to discover your COLA IQ.

By Donna LeValley

Quiz You're only human. And your biggest error as an investor might be simply failing to recognize a basic evolutionary fact. Our quiz can help you do that.

By David Dittman

The past few years have undermined the notion that when stocks fall, bonds rise. But a solution is finally opening to individual investors.

By Christopher Zook

State Tax See which of the nine zero-tax states offer real cost savings on property taxes, insurance, and utilities.

By Kate Schubel

Tax Breaks A new law gives more tax breaks to victims of natural disasters. The IRS also has an assortment of resources for victims.

By Joy Taylor

State Tax Explore Delaware's state tax rates for income, sales, property, retirement, and more. Learn how Delaware compares nationwide.

By Katelyn Washington

Sentiment toward bonds is deeply negative right now, and opinions are divided on the best way to achieve diversification. How should investors move forward?

By Jesse W. Hurst, CFP®, AIF®

In this week's Wealth Wise advice column, financial experts answer four critical questions about rising tuition, shifting job markets, and navigating the new 529 plan rules.

By Maurie Backman

AI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.

By Frank J. Legan

By planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off.

By Julie Halpert

Spouses who collect substantial Social Security benefits may see a significant drop in income when one dies. These annuities can help make up for the loss.

By Ken Nuss

History shows that inflation erodes long-term returns, but investors can diversify their portfolio to help protect wealth against rising costs. Here's how.

By Charles Lewis Sizemore, CFA

Who better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?

By Lauren Traulsen

Social Security may still be part of the retirement picture for younger workers, but it shouldn't be the cornerstone of your strategy. How to adapt.

By Vincent Birardi, CFP®, AIF®, MBA

"I have not retired — I could. I just enjoy working. Now I am mentoring others on my team to help them grow and learn about investing and real estate."

By Joyce Lamb

Shifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.

By Vincent Sgro

It's time to enjoy the wealth you've built without worrying about inflation and surprise expenses wiping out your savings. Here's how.

By Rachael Green

Leaving a high-powered career brings freedom, but also an identity crisis. Four leaders share how to build a meaningful post-work chapter.

By David Conti, CPRC

Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.

By Ben Fuchs, CFP®, CPWA®

While high-yield savings accounts are a smart option for savers, another type of savings account promises higher gains. Here's why you want to lock one in now.

By Sean Jackson

Sudden wealth is less about the money and more about the discipline to manage it, so it's critical to pause and plan before making any major financial moves.

By Jeremy DiTullio, CFP®, AWMA®, CRPC®

Forecasts The Fed suggests that it is not likely to cut rates further unless the jobs market weakens more.

By David Payne

A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.

By Ella Vincent

Medicare Even if your Medicare premiums are deducted from your Social Security check, you can take tax-free withdrawals from a Health Savings Account to reimburse yourself.

By Kimberly Lankford

Aging in place meets high-energy fun with smart home upgrades that make hosting grandkids a breeze.

By Donna LeValley

Firms that don't consider the cost of training staff, reviewing outputs and ensuring regulatory compliance will fail to understand whether AI adds real value.

By John O'Connell, MBA