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YOU WONT BELIEVE: 45 - You Need To See This

I'm a Financial Adviser: This Is Why a Second (Gray) Divorce Could Cost You Big-Time

Divorce isn't any easier the second time, especially if you've remarried later in life. Rushing to settle without proper advice can have serious consequences.

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A Matter of Trustees: Is Your Spouse the Best Person to Manage the Kids' Trusts?

Naming your spouse as trustee can provide invaluable familial insight and continuity, but you should carefully weigh those benefits against potential risks.

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Passive Muni Investors: Is Your Strategy Missing the Mark?

Passive investments in municipal bonds are popular, but do they come at a cost? Two recent examples show why an active approach can be more favorable.

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Dow Hits New High Ahead of January Jobs Report: Stock Market Today

A weak reading on December retail sales was in focus ahead of Wednesday's delayed labor market data.

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7 Bad Tax Habits to Kick Right Now

Ditch these seven common habits to sidestep IRS red flags for a smoother, faster 2026 income tax filing.

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The New Plan to End Surprise Taxes on Social Security 'Back Pay'

Taxes on Social Security benefits are stirring debate again, as recent changes could affect how some retirees file their returns this tax season.

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Oval Office Legacies: The Social Security History Quiz

Test your knowledge of the historical development of Social Security under various U.S. presidents from Roosevelt to Trump.

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Living in One State, Working in Another: How to Avoid a Tax Season Headache

Living and working in two states can take a heavy toll on your paycheck and give you a headache come tax time. Here's what to know.

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The Best Weekly Income ETFs to Buy

Weekly income ETFs are built for investors seeking yield-based products to offset uncertainty and volatility, but complexity and fees still matter.

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Hosting a Family Reunion? 10 Essentials for a Lasting Legacy

Rekindle old friendships, pass down traditions and have a ball at your family reunion. We answer 10 common planning questions.

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Tied Up in Knots Over a Concentrated Stock Position? This Strategy Will Help You Unravel

If you've built significant wealth through stock in one company, deciding your next move may be petrifying. Use this decision-making framework to get unstuck.

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How to Put Your IRA to Work for Change and to Help the Next Generation, Courtesy of an Investment Adviser

Unhappy with the environmental and social impact of your investments? An impact fund that aligns your portfolio with your values could make all the difference.

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A Wake-Up Call and a Healthy Dose of Terror: How to Survive Your First Days in Prison

This young man needed to be scared straight after his mother expressed her fear that he was on a path to prison. Hearing these eight do's and don'ts worked.

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Tech Stocks Fuel Strong Start to the Week: Stock Market Today

The blue-chip Dow Jones Industrial Average extended its run above 50,000 on Monday and there are plenty of catalysts to keep the 30-stock index climbing.

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I'm a Financial Adviser: Here's How to Help Derisk Your Portfolio in 2026

Signs of a possible economic slowdown call for balanced derisking that locks in portfolio gains without sacrificing future upside. Here's a step-by-step guide.

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Tariffs: An Uninvited Valentine's Day Guest

Expect to pay more for flowers and chocolates this year or find creative alternatives to save on Valentine's Day without looking cheap.

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Should I sell my old silverware and gold jewelry now that prices are so high? Or should I hand them down?

My family silver and gold have sentimental value, but I hardly use them. Should I sell? We asked a professional metals dealer and investment adviser to weigh in.

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From Age 55 to 70: Why Your Passport Is the Biggest Factor In Retirement Age

These countries have the highest and lowest retirement ages in the world — but that doesn’t give the full picture of which is best and worst for retirement.

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Why the Next Fed Chair Decision May Be the Most Consequential in Decades

Kevin Warsh, Trump's Federal Reserve chair nominee, faces a delicate balancing act, both political and economic.

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The 5 Biggest Tax Mistakes New Retirees Make in the First 5 Years

Making the wrong tax moves in the first few years of retirement can be costly for you and your heirs. These are the five biggest mistakes to avoid.

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Inherited an IRA? Don't Fall Into the 10-Year Tax Trap

Rules on inherited IRAs have tightened, and most non-spouse beneficiaries must empty the pot in 10 years or face stiff penalties. That calls for an action plan.

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How Money Guilt Holds Women Back (and How You Can Send It Packing)

Women shouldn't let guilt limit the way they manage their hard-earned wealth. It's time to separate emotion from financial decision-making.

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I'm a Retirement Psychologist: This Is Why a Supportive Marriage May Matter More Than Money in Retirement

In retirement, health is as important as finance. And research shows people in supportive marriages have fewer issues with weight, metabolism and self-control.

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Making Sports Bets vs Investing in ETFs: A Lesson in Expected Returns From an Investing Pro

The difference between sports betting and investing: One requires patience and diligence and has a positive long-term return, and the other is a zero-sum game.

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5 Vince Lombardi Quotes Retirees Should Live By

The iconic football coach's philosophy can help retirees win at the game of life.

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