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DARK SECRETS: 31 - The Real Truth

This Is How the 'Brady Bunch' Safety Net (aka a QTIP Trust) Protects Your Kids' Inheritance

If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.

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Hitting Tax Deadlines Is Smart, and Year-Round Tax Planning Is Even Smarter

Meeting tax deadlines is crucial, but good year-round habits — including making use of workplace benefits — can help lower your tax bill and your stress levels.

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The Best Family Finance Advice of All Time

Investing greats, renowned economists, top advisers and other experts share their favorite family finance wisdom, both given and received.

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Dow Dives 739 Points as Oil Prices Spike: Stock Market Today

Surging oil prices sparked another volatile session for stocks on Thursday – and exacerbated worries of rising inflation.

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We're Retired with $1.5 Million, but My Wife Won’t Stop Shopping. Am I Being Cheap, or Are We Going Broke?

We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.

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These 3 States Might End Property Taxes: What Homeowners Should Know

High property taxes are squeezing homeowners’ wallets, and some states are crafting plans to eliminate them. But is eliminating property tax really a good idea?

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Is Costco Still Worth It After Your Kids Move Out?

Now that you're only shopping for two, is it time to cancel your Costco membership? We did the math.

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5 Tax-Efficient ETFs to Diversify Your Portfolio

Exchange-traded funds are generally less onerous tax-wise than mutual funds, but these tax-efficient ETFs stand apart.

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Is That Really Your Grandkid Calling, or an AI Scam Trying to Rip You Off? 3 Tips to Protect Your Money

AI has given fraudsters new tools that make it even easier to identify vulnerable retirees and steal their money. What can you do to stay safe?

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You May Still Be Able to Defer Your 2025 Capital Gains

People who realized a capital gain in 2025 can still use Qualified Opportunity Fund tax incentives to defer it, even if they've already filed their taxes.

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Longevity Disrupts Asset Allocation Rules: Here's How to Think About the Right Stock-Bond Split for You

Using age to determine your stock-bond mix is the default for retirement investing. But now retirement can last 30 years or more, it's time to rethink the rules.

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5 Ways to Help Sort the Best From the Rest When Hiring a Financial Adviser

Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.

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The Best Retirement Advice of All Time

Investing greats, renowned economists, top advisers and other experts share their favorite wisdom, both given and received, about retirement.

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How Alternative Assets Are Reshaping the IRA: The Rise of Self-Directed Retirement Investing

Investors are exploring self-directed IRAs where they can hold traditional and alternative investments in one account.

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Nasdaq Rises Amid Middle East Uncertainty: Stock Market Today

Governments and global organizations are responding to the threat of a potential energy crisis stemming from the war in the Middle East.

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Investing Scams: How to Protect Yourself and Your Money

Investors are prime targets for scammers – and the financial hit if you're impacted can be massive. Here's what to watch for and how to protect yourself.

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Decluttering and Selling Your Stuff? What You Need to Know About Taxes

Clearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.

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United Airlines' New Policy Could Get Passengers Permanently Banned

United Airlines quietly added a new headphone requirement to its contract of carriage. Here's what travelers need to know.

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We're 62 and Plan to Sell Our $1.2 Million House to Retire, but Our Daughter and Grandkids Live With Us. My Wife Says We Should Stay. I'm Ready to Ask Them to Move.

My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.

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What I Didn't Know About Health Care FSAs Could Have Cost Me: Don't Make the Mistake I Almost Made

Although flexible spending accounts work on a use-it-or-lose-it basis, you may have options for unused funds. Make sure to read the fine print before enrolling.

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6 Financial Questions Every Woman Should Ask in Her 30s

Your 30s are the time to start setting the foundation for future financial security. Asking yourself these questions can help get the building blocks in place.

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Managing the Financial Dominoes of Special Needs Planning: A Practical Guide for Long-Term Security

When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.

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Why Flat Fees for Financial Advice Work When They're Tied to Value Rather Than Portfolio Growth

Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.

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The Best Saving and Investing Advice of All Time

Investing greats, renowned economists, top advisers and other experts share their favorite saving and investing wisdom, both given and received.

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Utah is #1 for Happiness, but Minnesota Wins on Health: 2026’s Surprising Retirement Rankings

Utah tops the list for having the happiest retirees, while Minnesota ranks high for best overall health care. Where does your state rank?

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