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MYSTERIOUS: 17 - You Need To See This

I'm a Financial Planner: This Is Why Your 2025 Tax Bill Shocked You (Plus, 5 Tips to Keep This Year's Taxes Under Control)

Many taxpayers were expecting higher tax refunds this year, only to find they owed money to the IRS. What was to blame — and how can you avoid it next year?

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High Incomes Don't Stretch as Far as They Used To: Here's How to Fix That Without Earning More

While the average annual salary in the U.S. is about $64,500, even those on higher incomes can still feel like they're struggling. Earning more isn't the answer.

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Spring Is Deceptively Dangerous for Your Finances: These 2 Low-Effort Moves Can Help Keep Your Spending in Check

By spring, the holidays are a distant memory, bills are out of mind, and we're using discounts to justify convenience shopping. Time for a quick financial reset.

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Ohio’s New Self-Checkout Rules Could Change How You Shop — And Other States Are Watching

Ohio is moving toward stricter self-checkout limits, from item caps to staffing requirements — and similar rules are gaining traction across the U.S.

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We Want to Give Our Daughter $200K for a Home. We Already Paid for Her Wedding, and Our Sons Say We Are Being Unfair.

We paid for our daughter's $75K wedding. Now she is earning less than our sons and needs more help to buy a house. Are we being unfair, or even sexist?

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Here's What It Takes to Join the 1% Club: The Real Numbers and Habits Behind the Super Wealthy

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

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Gary Has a Plan for Retirement: Crash on the Sofa and Veg. Here's the Problem With That …

"Doing nothing" in retirement can be a relief at first. But to thrive, your brain and body need you to replace the challenges and purpose work provided.

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We've All Heard the Buzz About Roth Conversions, But Not Everyone Will Like the Reality

Roth conversions have become a hot financial buzzword in recent years, but they're frequently misunderstood. Here's why they aren't the best move for everyone.

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These 7 Investment Behaviors Hurt Retirees the Most, But It's Not Too Late to Change Your Ways

From holding too much cash to failing to factor in taxes, these investment behaviors can hurt more in retirement, when you've less time to recover from mistakes.

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5 Billy Joel Lyrics Retirees Should Live By

Ready for your next chapter? Discover five timeless Billy Joel lyrics that offer the perfect wisdom for retirement, from embracing your freedom to finding joy in every moment.

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I’m a Retirement Expert Who Just Turned 65. Here’s the Advice I’m Actually Following

After decades writing about retirement — first at Fidelity Investments and now as an independent writer and coach — an expert turns 65 and reflects on what he's learned.

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How to Relist Your Home After a Sale Falls Through: What to Change on Price, Agent and Home Issues

A failed home sale isn't the end. Learn how to relist your home, reset pricing and marketing and improve your chances of closing.

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My First $1 Million: Director in Higher Ed/Consulting, 48, the Midwest

The best part: "Not losing any sleep over how to pay for retirement and then knowing I have enough time for compound interest to (make me) a multimillionaire."

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5 Key Insights We Learned From 50 First-Time Millionaires

We've published more than 50 profiles of regular people sharing how they made their first $1 million. Their stories are rich with helpful insights.

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I'm a Financial Pro: This Is What No One Will Tell You About Getting Rich

From awkward talks and family tension, to unexpected privacy issues and increased stress — these are the side effects of wealth that no one talks about.

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Forget the 80% Rule When Budgeting for Retirement: Think 80-70-60

Spending in retirement often starts off strong then tapers off, so why rely on planning methods that assume it stays constant? Here's a more realistic approach.

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To Love, Honor and to Pay: 4 Ways to Keep Wedding Costs from Ruining Wedded Bliss

Wedding season is approaching, and as the cost of getting married soars even higher, here are four ways to ensure the big day doesn't lead to years of debt.

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S&P 500 Hits New High on Apple Earnings: Stock Market Today

Apple rounded out a big week of mega-cap earnings on a high note, sending two of the three main equity indexes to new highs on Friday.

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We’re New Yorkers With $3.8M. We Plan to Retire in South Carolina, but My Wife Worries We Will Regret It.

We’re New Yorkers with $3.8M. We plan to retire in South Carolina. My wife worries we'll miss our family and old friends. Is she right?

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Don't Make This Common Retirement Mistake: As Life Changes, So Should Your Strategy

This plan can help you shift from tax diversification in early retirement to risk management, income creation and intentional legacy planning later in life.

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What the Nasdaq's New 'Fast Entry' Rule Means for Investors

New rules could leave passive investors holding the bag in massive IPOs.

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What the Fed's Rate Pause Really Means for Your Money

The Federal Reserve isn't cutting rates any time soon. While this benefits savers, learn how it impacts you when you need to borrow money.

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Ask the Tax Editor, May 1: 10-Year Rule for Inherited IRAs

In this week's Ask the Editor Q&A, Joy Taylor answers questions on inherited IRAs and the 10-year cleanout rule for non-spousal IRAs inherited after 2019

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America Plays Catch Up on Drones

Washington lags competitors in crucial defense technology.

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