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MYSTERIOUS: 5 | Mind Blowing Facts

How a Simple Clue Unlocked a Workplace Safety Crisis: All We Had to Do Was Listen

A lot of people with hearing issues resist wearing hearing aids. "Nicole" had a very good reason not to wear hers, but figuring out why took some sleuthing.

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If I Invest $1,000 Now into Apple Stock, What Will It Be Worth in 5 Years?

If you invest $1,000 in Apple stock today, see what analysts project it could be worth in five years based on growth and market trends.

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Buy and Hold … or Buy and Hope? It's Time for a Better Retirement Planning Strategy

Once you're retired, your focus should shift from maximum growth to strategic preservation and purposeful planning to help safeguard your wealth.

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It's Time to Bust These 3 Long-Term Care Myths (and Face Some Uncomfortable Truths)

None of us wants to think we'll need long-term care when we get older, but the odds are roughly even that we will. Which is all the more reason to understand the realities of LTC and how to pay for it.

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Fix Your Mix: How to Derisk Your Portfolio Before Retirement

In the run-up to retirement, your asset allocation needs to match your risk tolerance without eliminating potential for growth. Here's how to find the right mix.

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When It Comes to Retirement Planning, Be More Spock Than Scotty: It's Logical, Captain

If you're worried about your retirement, address the concerns in a logical sequence, talk honestly with your team and prepare to go boldly into the future.

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9 Ways the Wealthy Waste Thousands in Taxes: A Checklist for What Not to Miss

The tax code contains plenty of legitimate ways for the wealthy and business owners to cut taxes. Use this checklist to minimize taxes and stay compliant.

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How Celebrity Home Purchases Are Quietly Driving up Property Taxes for Locals

If your taxes have been creeping up in price lately, celebrities could be the reason why. Here's what states are doing to keep property taxes affordable.

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I'm a Financial Planner: This Retirement Strategy Helps Plot a Stress-Free Path to Cash Flow

Dividing funds into a safety bucket, an income bucket and a growth bucket can help to cover immediate expenses, manage cash flow and promote growth.

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For More Flexible Giving, Consider Combining a Charitable Remainder Trust With a Donor-Advised Fund

If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a donor-advised fund for more control.

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The Illinois 'Cliff Tax': A Single Dollar Could Cost Families Hundreds of Thousands

Illinois' estate tax "threshold" (rather than "exemption") can surprise families, but proactive planning can help preserve more for heirs and charitable causes.

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Super Bowl LX Gambling 2026: Expert Explains Tax Rules Every Winner Must Know

Legal sports betting is common across the U.S. However, gambling winnings are considered taxable. Brush up on IRS rules, state taxes, loss deductions and more.

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Don't Bury Your Kids in Taxes: How to Position Your Investments to Help Create More Wealth for Them

To minimize your heirs' tax burden, focus on aligning your investment account types and assets with your estate plan, and pay attention to the impact of RMDs.

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In Your 50s and Seeing Retirement in the Distance? What You Do Now Can Make a Significant Impact

This is the perfect time to assess whether your retirement planning is on track and determine what steps you need to take if it's not.

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I Asked ChatGPT Where Upper-Middle-Class Retirees Can Live Like Royalty on a Budget

Curious where an upper-middle-class income can stretch in retirement? Here’s what ChatGPT suggested for affordable, high-quality living at home and abroad.

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65 or Older? Cut Your Tax Bill Before the Clock Runs Out

Thanks to the OBBBA, you may be able to trim your tax bill by as much as $14,000. But you'll need to act soon, as not all of the provisions are permanent.

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I'm a Financial Adviser: This Is the $300,000 Social Security Decision Many People Get Wrong

Deciding when to claim Social Security is a complex, high-stakes decision that shouldn't be based on fear or simple break-even math.

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4 Ways Washington Could Put Your Retirement at Risk (and How to Prepare)

Legislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.

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The Met Opera May Sell Its Iconic Paintings. Is it a Good Investment?

Buying the Marc Chagall murals would come with a big stipulation attached.

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Taxes May Be a Certainty, But the Amount You Pay Doesn't Have to Be

Don't wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.

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The New Average Divorce Rate By Age: Are You in the Risk Zone?

While the overall divorce rate has seen a small but steady decline, gray divorces have been on the rise since the 1990s.

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I'm a Financial Adviser: This Is How You Can Minimize the Damage of Bad Market Timing at Retirement

Poor investment returns early in retirement on top of withdrawals can quickly drain your savings. The ideal plan helps prevent having to sell assets at a loss.

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'The Money Prism' Solves Retirement Money's Biggest Headache: Here's How

This simple, three-zone system (Blue for bills, Green for paycheck, Red for growth) helps you organize your retirement savings by purpose and time.

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Are You Winging Your Retirement Plan? A Wealth Adviser's Tips to Help Build Wealth and Navigate Risk

If you have no strategy tying together your accounts or haven't modeled scenarios to make sure your savings will last, then your plan is probably inefficient.

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4 Places Retirees Should Avoid Moving To in 2026 — According to Real Estate Agent

Here are four places retirees might want to avoid moving to in 2026, according to Damarys Cover, seniors real estate specialist.

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