Features

HNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.

By Gillian Howell

Here's how to reduce your tax bill when you withdraw money in retirement.

By Donna Fuscaldo

Don't be afraid of dating when you're older. But do be careful. We have some dos and don'ts for senior daters.

By Katherine Reynolds Lewis

Do your traditional IRA distributions count as income that could lower your Social Security benefits? It depends.

By Tom Taulli

Economic Forecasts More certainty on tariffs, but less on energy costs.

By David Payne

The best mid-cap ETFs to buy offer efficient and diversified exposure to a universe full of highly interesting companies.

By Tony Dong, MSc, CETF

Did you know there are things you can't return to Amazon? Before adding these 21 items to your cart, be sure to read Amazon's return policy first.

By Kathryn Pomroy

Social Security and Medicare trust funds, which help pay benefits, are projected to outspend their surpluses. What happens when the safety net faces a shortfall?

By Elaine Silvestrini

If you have a Y chromosome (because you're a guy), following the 'Y rule of retirement' can help you transition to this new life stage with grace.

By Jacob Schroeder

Analysts say these S&P 500 stocks have at least 45% price upside over the next year or so.

By Dan Burrows

The massive SpaceX IPO is almost here, with SPCX stock expected to start trading on the Nasdaq tomorrow, June 12.

By Karee Venema

Quiz Think you know the tax rules for a 529-to-Roth rollover? Take our 2-minute quiz to see if your account qualifies.

By Kate Schubel

You spent decades mastering your career, hobbies and savings. Now comes the hard part: learning how to be a novice all over again.

By Jacob Schroeder

529 plans are more versatile than ever. Take time this summer to assess whether you're making the best use of all the options — and any available financial aid.

By Matt Marinovich, CFP®

Don't wait until Q4 to talk to your tax adviser or CPA. Business owners and the self-employed should be using April's tax return to shape the rest of the year.

By Rachel Richards, CPA

Advisory firm owners often start investing in their business when a potential buyer or partner comes knocking. Why not gain the advantage by improving it now?

By Edward S. Karan, CFA®, CFP®

Client segmentation often conjures up administrative hassles, but when implemented correctly, it can become a powerful engine for organic growth.

By Alison Considine

These mundane activities won't make you the life of the party, but they will set you up for a rich retirement. Discover the 8 boring habits that build real wealth.

By Donna Fuscaldo

Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.

By Erin Bendig

Economic Forecasts Headline inflation of 4.2% in May is likely to be the peak, but not much easing can be expected.

By David Payne

Understand the critical two-year lookback period and why aggressive planning before you enroll in Medicare is the most effective way to minimize IRMAA.

By Donna LeValley

stocks to buy These stocks and ETFs are some of the best inflation-proof investments, and they're stable enough to shine even if price growth cools.

By Kyle Woodley

Sitting on little gold mines? It's natural to want to cash out when you retire. Here’s why you may not want to.

By Donna Fuscaldo

Florida drivers could soon see discounted premiums and cash refunds from USAA. Here's what you need to know.

By Rachael Green

Thanks to record contributions, the average IRA account balance is up nearly 8% over the past year despite market volatility that drove balances down in the first quarter of 2026.

By Adam Shell

Tax Breaks Hiring your child can potentially lower your tax bill and help kids develop skills, but there are some rules you need to know — and follow.

By Kelley R. Taylor

The May CPI report was released Wednesday morning. Here's what the inflation data shows.

By Karee Venema