Features

Thankfully, not all the money you receive in retirement is subject to federal income tax.

By Kelley R. Taylor

See which states require older drivers to retake vision tests to keep their licenses — and the one state that makes retirees retake their road test.

By Donna LeValley

A look at several state ballot measures that impact taxes in different states.

By Lisa Gerstner

Even wealthy pre-retirees worry about financial security in retirement. That's because peace of mind requires an income strategy, not just a high net worth.

By Lee Korn, CPWA®

Hospice is often viewed as a surrender or a last resort for a loved one's final days. In fact, it can be taken up sooner, improving life when time is limited.

By Joel Theisen, RN

Your business deductions can play a complicated role in determining your qualifying income. But there are ways around this issue with the right strategy and the right lender.

By Eric Bernstein

From saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.

By Bob Niedt

investing Vanguard money market funds are useful asset storage tools. Here's what you need to know about the firm's six offerings.

By Kent Thune

If you're looking for more frequent payouts, you can still enjoy the benefits of low fees and broad diversification, thanks to these top monthly dividend ETFs.

By Tony Dong, MSc, CETF

Economic Outlooks Aggressive builder discounting and rate buydowns drive a surge in new-home sales.

By Rodrigo Sermeño

Core stocks generate reliable and growing returns for you and your portfolio. Here are five we like for the long term.

By Kyle Woodley

Planning for a long retirement is a high-stakes math problem. Check these five longevity green flags to see if you have the habits and the history to beat the averages.

By Donna Fuscaldo

At $4 million, you don’t have to pinch pennies, but here’s why you still need a strict withdrawal strategy to fund the high life.

By Maurie Backman

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.

By Donna LeValley

Successfully transferring generational wealth means preparing heirs, protecting your assets and treating estate planning as an ongoing family conversation.

By Mark B. Murphy, CLU®, ChFC®

A tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.

By Aaron R. Simpson, CFP®, ChFC®, RICP®

Tariffs and conflict and oil, oh my! These safe mutual funds are ideal places to hide if you fear this uncertain market.

By Kyle Woodley

IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.

By Donna LeValley

Learn how to deposit a large check, avoid common bank deposit restrictions and make the process go as smoothly as possible.

By Sean Jackson

If you're looking to shield your $100k from market volatility, this savings option earns you thousands.

By Sean Jackson

Mortgage rates have climbed above 7%, cooling demand. Here's what homeowners considering refinancing, downsizing or a new mortgage should know.

By Choncé Maddox

Use these tips to stand out to prospective employers and land the right position for you.

By Ella Vincent

Higher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.

By Luke A. Palmer, CFP®, AAMS®, CRPS®, AWMA®

You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.

By Kathryn Pomroy

The real financial question may not be how many workers artificial intelligence replaces, but how many new jobs, businesses and opportunities it creates.

By Neale Godfrey, Financial Literacy Expert

Advertiser Content Humana

Sponsored Medicare prescription drug coverage has changed significantly over the past several years, and more updates are coming in 2027.

By Jay McKnight

Savings Compare today's top CD rates and find the right account to help you earn a competitive return on your savings.

By Sean Jackson