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SHOCKING: 75 - What They Never Told You

How to Calm Your Retirement Nerves When It's Time to Shift from Savings Mode to Spending Mode

Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement.

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Why Wills and Trusts Aren't Enough in the Great Wealth Transfer, From an Attorney Who Knows

Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes.

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Private Markets for Main Street: What Financial Advisers' Clients Need to Know

With product innovation 'democratizing' private market access for everyday investors, advisers must step up their game to educate clients on the pros and cons.

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When an Extended Car Warranty is Worth It — and When it's Not

Got the "we're trying to reach you about your car's extended warranty" call? Here's what you need to know before buying.

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Dow Climbs 327 Points, Crosses 48,000: Stock Market Today

Markets are pricing the end of the longest government shutdown in history – and another solid set of quarterly earnings.

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The Best Homebuilder ETFs to Buy

The best homebuilder ETFs give investors efficient exposure to growth-oriented real estate assets.

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No-Penalty CD or High-Yield Savings? What Works Best Now

Discover which option can help you reach your savings goals quickly.

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I'm 58 and Dating Again, but Women Just Seem to Care About the Size of My Bank Account

Does size matter? We ask experts in dating, financial planning and law for advice.

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Seven Practical Steps to Kick Off Your 2026 Financial Planning

It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future.

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A Retirement Plan Isn't Just a Number: Strategic Withdrawals Can Make a Huge Difference

A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years.

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Retirees, Protect Your Savings With Umbrella Insurance

You may not realize you don’t have enough liability coverage until something catastrophic happens.

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Dow Climbs 559 Points to Hit a New High: Stock Market Today

The rotation out of tech stocks resumed Tuesday, with buying seen in more defensive corners of the market.

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Why You May Want to Stop Saving for Retirement Sooner Than You Think

Your money may be better served outside of a retirement account.

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The 5% Diversification Rule: Your Secret Weapon for Smarter Investing

When it comes to investing, sometimes less is more. Following the 5% Diversification Rule helps you keep a more balanced portfolio.

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An HSA Sounds Great for Taxes: Here’s Why It Might Not Be Right for You

Even with the promise of ‘triple tax benefits,’ a health savings account might not be the best health plan option for everyone.

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Emergency Tax Bill Ends $6,000 Senior Deduction and Tip, Overtime Tax Breaks in D.C.

Here’s how state tax conformity rules could immediately raise your income tax liability.

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The 'Pay Yourself' Rule of Retirement Spending

Get peace of mind in retirement with the 'Pay Yourself' rule.

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Dental Cost Advice for New Retirees, From a New Retiree

What I faced in my first dental bill after retiring.

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Fish and Chips? More Like Fish and a Side of Customer Confusion and Anger

You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant seemed to be violating truth-in-menu laws.

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What the 2026 Tax Landscape Means for Advisers, From a Financial Planner

The OBBB's impacts on 2026 are taking shape, amplifying the need for financial advisers' expertise in transforming stability into strategy for their clients.

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From Vision to Value: A Blueprint for Helping to Build Your Advisory Practice

As a financial professional, you can draw lessons from Advisors Excel's journey to find ideas, strategies and inspiration for growing your own advisory business.

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Risk Is On Again, Dow Jumps 381 Points: Stock Market Today

The stock market started the week strong on signs the government shutdown could soon be over.

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Does My Car Insurance Cover Rental Cars?

Is it safe to decline the extra coverage car rental companies offer you when booking? Here's what you need to know.

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Outsmarting the AI Job Algorithm: Why Older Women Need a Strategy

When you're job hunting, AI may undermine your best efforts. Here's how older women can throw a wrench in the algorithm.

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I'm an Investment Adviser: Here's Why You Should Resist a Zero-Down Mortgage

While it's certainly enticing, a zero-down mortgage comes with significant risks, especially if home values decline or you want to refinance.

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