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YOU WONT BELIEVE: 2 - What They Never Told You

How to Turn Wealthy Clients' Charitable Giving Into a Cohesive Plan

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.

SpaceX IPO: Updates and Commentary

SpaceX IPO: Updates and Commentary

The SpaceX IPO has come and gone, resulting in the largest offering ever. Here, Kiplinger reported on all things related to SPCX stock.

Dow Adds 929 Points on New Signs of Peace: Stock Market Today

Dow Adds 929 Points on New Signs of Peace: Stock Market Today

If nothing else, President Donald Trump knows how to use the tools at his command to generate attention, in markets as well as any public sphere.

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New Bill Proposes $1 Million Capital Gains Tax Exclusion for Those Over Age 65

The latest capital gains tax relief proposal being floated on Capitol Hill would double the existing exclusion for eligible older homeowners.

From Expert to Amateur: For High Achievers, Retirement Demands a Beginner’s Mind

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

School's Out — and Summer Is the Perfect Time to Reassess Your 529 Plan

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.

I'm a CPA: These Are the Q2 Tax Moves Every Business Owner Should Be Making Now

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.

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Want to Improve the Curb Appeal of Your Advisory Firm? Don't Wait Until the Open House

Want to Improve the Curb Appeal of Your Advisory Firm? Don't Wait Until the Open House

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?

How Client Segmentation Can Help Your Advisory Boost Profitability

How Client Segmentation Can Help Your Advisory Boost Profitability

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

Straight Talk for Seniors: Affordable Plans Without the Age Requirement

Straight Talk for Seniors: Affordable Plans Without the Age Requirement

Straight Talk doesn't offer senior discounts, but its low-cost plans, flexible pricing and phone selection may make it worth considering.

Dow Dives 953 Points on Iran, Inflation Worries: Stock Market Today

Dow Dives 953 Points on Iran, Inflation Worries: Stock Market Today

Renewed attacks against Iran and another hot inflation reading sent stocks tumbling on Wednesday.

USAA Giving Out Nearly $1 Billion in Refund Checks and Discounts in Florida: Are You Getting One?

USAA Giving Out Nearly $1 Billion in Refund Checks and Discounts in Florida: Are You Getting One?

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

Inflation Is at 4.2%: These Savings Accounts Are Outpacing It

Inflation Is at 4.2%: These Savings Accounts Are Outpacing It

The latest CPI report shows inflation is far from cooling, meaning that many savings accounts are not outpacing inflation.

Invested in Index Funds? Here's What You Need to Know About Mega-Cap IPOs

Invested in Index Funds? Here's What You Need to Know About Mega-Cap IPOs

SpaceX and other mega-cap IPOs, such as Anthropic and OpenAI, could impact the makeup of your index funds — but not all portfolios will see an immediate impact.

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California Made It Easier to Delete Your Data — Why Everyone Should Pay Attention

From people-search sites to data brokers, your information may be easier to find than you think. Here's how to reduce your digital footprint.

When a $1 Valet Tip Becomes $5: What Tipping Anxiety Says About Inflation and the Outdated Price List in Your Head

Inflation is having an impact on everything from valet tips to childcare. But updating your mental price list can help keep everyday costs under control.

Many Retirees With a Pension and $1 Million-Plus Do These 7 Things (and Regret It Later)

If you're lucky enough to have both a pension and a $1 million nest egg, your biggest threat isn't running out of money — it's not fully using what you have.

The Big Three IPOs: What Retirees Need to Know Now

As SpaceX, OpenAI and Anthropic head toward massive public listings, retirees should avoid the hype and focus on a disciplined, diversified financial plan.

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Should Your Asset Allocation Change When You Retire?

Retirement isn't just about playing it safe. It's about having a plan that manages taxes, protects cash flow and keeps your portfolio aligned with your goals.

Legacy Planning for Moms: How to Protect Your Family From Chaos and Conflict

Organizing your financial, digital and legal affairs and talking openly about your final wishes is one of the most loving gifts you can give your family.

Nasdaq Slides as Chip Stocks Slump: Stock Market Today

Stocks gave back early gains as geopolitical tensions ramped up and tech stocks sold off.

You May Not Want to Downsize in Retirement: Here's Why

Your financial planner may urge you to downsize in retirement. Your kids may even pressure you. But be sure it's right for you before you make a move.

How to Manage Your Qualified Dividends in 2026

You're never going to avoid paying taxes completely, but knowing how to manage your dividend income can help reduce what you pay to Uncle Sam each year.

New Poll Shows People Hate Data Centers: Billions in Tax Exemptions Are One Reason Why

Data centers in Virginia and other states are sparking backlash about how AI, cloud computing, and investment affect local communities.

What's Next for Apple with a New CEO

After CEO Tim Cook's dream run, his successor has a tough, megasize act to follow.

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