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EXPLAINED: 7 | Vintage Vibes

I'm an Investment Strategist: This Is How the Fed's Next Rate Move Could Impact Your Wallet

Interest rate cuts might be coming, which could affect everything from your credit card debt to your mortgage. It's smart to prepare now — here's how.

I'm a Retirement Planner: These Are Three Common Tax Mistakes You Could Be Making With Your Investments

I'm a Retirement Planner: These Are Three Common Tax Mistakes You Could Be Making With Your Investments

Don't pay more tax on your investments than you need to. You can keep more money in your pocket (or for retirement) by avoiding these three common mistakes.

Want to Shave 10 Hours Off Your Workweek? A Startup Expert Shows How AI Can Help

Want to Shave 10 Hours Off Your Workweek? A Startup Expert Shows How AI Can Help

Artificial intelligence is overhauling how companies operate, freeing up entrepreneurs and their workers to skip the menial stuff and get down to business.

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Four Clever and Tax-Efficient Ways to Ditch Concentrated Stock Holdings, From a Financial Planner

Holding too much of one company's stock can put your financial future at risk. Here are four ways you can strategically unwind such positions without triggering a massive tax bill.

Beyond Banking: How Credit Unions Serve Their Communities

Credit unions differentiate themselves from traditional banks by operating as member-owned financial cooperatives focused on community support and service rather than shareholder profit.

Answers to Every Early Retiree's Questions This Year, From a Wealth Adviser

From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year.

The Risks of Forced DST-to-UPREIT Conversions, From a Real Estate Expert

Some new Delaware statutory trust offerings are forcing investors into 721 UPREIT conversions at the end of the hold period, raising concerns about loss of control, limited liquidity, opaque valuations and unexpected tax liabilities.

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I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It

I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It

The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy.

From Job Loss to Free Agent: A Financial Professional's Transition Playbook (and Pep Talk)

From Job Loss to Free Agent: A Financial Professional's Transition Playbook (and Pep Talk)

The American workforce is in transition, and if you're among those affected, take heart. You have the skills, experience and smarts that companies need.

A Financial Planner's Top Five Items to Prioritize When Your Spouse Is Ill

A Financial Planner's Top Five Items to Prioritize When Your Spouse Is Ill

During tough times, it's easy to overlook important financial details, but you'll be so much better off if you take care of these things right now.

An Expert Guide to Outsmarting Inflation: Don't Let It Restrict Your Retirement

An Expert Guide to Outsmarting Inflation: Don't Let It Restrict Your Retirement

Inflation is often underestimated when estimating retirement income, education funding or investment returns. These strategies can help preserve your purchasing power and reduce your financial anxiety.

Your 401(k) Options Just Got More Complicated: Here's What You Need to Know

Your 401(k) Options Just Got More Complicated: Here's What You Need to Know

Private equity, real estate and expanded annuities are now options, but they are more complex, less flexible and more expensive to own.

One Big Beautiful Bill, One Big Question: Will We Keep Giving?

One Big Beautiful Bill, One Big Question: Will We Keep Giving?

The rules on charitable giving are changing. For some, tax deductions for donations are now an option. For others, that option may have been curtailed.

I'm a Financial Planner: Here Are Five Phases of Retirement Planning You Have to Get Right

I'm a Financial Planner: Here Are Five Phases of Retirement Planning You Have to Get Right

A solid retirement plan is a must, but you can't go halfway. Neglecting just one area of your plan could cause the whole thing to collapse.

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Financial Pros Provide a Beginner's Guide to Building Wealth in 10 Years

Building wealth over 10 years requires understanding your current financial situation, budgeting effectively, eliminating high-interest debt and increasing both your income and financial literacy.

How Can I Prepare for an Unexpected Financial Emergency?

We asked some of our contributing financial experts what to do to cover emergencies, in addition to having an emergency fund. They give some great suggestions.

Experts Share the Real Estate Investing Trends They're Seeing Now

We asked some of our contributing financial experts to tell us about real estate investing trends they’re seeing right now and how investors might jump on board.

Financial Advisers Share the Best Financial Advice They’ve Ever Received

Some of our favorite advisers take a walk down memory lane to share with readers the financial advice that’s made a big difference in their lives.

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