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EXPLAINED: 37 - The Real Truth

An Estate Planning Guide for Women: 5 Essential Moves to Prepare for When Life Happens

A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.

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Social Security Family Maximum Benefits: Are You Eligible and How Much Can You Receive?

Thanks to the family maximum benefit, when a retiree starts collecting Social Security, certain family members may also receive support. Here's a complete guide.

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Will Inheriting the Family Money Make You or Break You?

Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall.

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A Financial Planner's Guide to 4 Tools That Help Advisers Take Estate Planning to the Next Level

Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.

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Alternatives and Tax Season: Here's How to Prevent K-1 Chaos From Eroding Client Trust

Growing client exposure to alternative investments means K-1 forms can overwhelm an advisory firm's operations during tax season. Here's how to keep up.

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Iran Hits Gulf Tanker, Dow Drops 784 Points: Stock Market Today

Stocks sink and fear rises as the conflict in the Persian Gulf escalates toward total war.

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5 Dolly Parton Quotes Retirees Should Live By

Dolly knows that life isn’t just about the "9 to 5." Discover the legendary singer’s inspiring tips for finding joy and purpose in retirement.

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Estate Planning Checklist: 5 Tasks to Prioritize to Make Things Easier for Your Family

Doing these things now, while you're still physically and mentally healthy, can smooth an already-difficult and emotional process when the time comes.

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3 Ways to Lower Your Child Care Costs in 2026

Working parents can take advantage of tax breaks and local assistance programs.

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California Retirement Tax 2026: Is the 'Social Security Shield' Enough?

The Golden State won't touch your Social Security, but high rates on pensions and IRAs tell a different story. Can you afford retirement in California?

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Women Are Strong Savers. So, Why Do Their Balances Often Lag Behind?

Many women are consistent savers, but long-term balances don't always reflect those habits. Here's what's behind the gap — and what can help change it.

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The Average Retirement Withdrawal Rate by Age

Clinging to 'safe' income and hoarding your principal isn't protecting your wealth; it's shortchanging the retirement you earned.

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The To-Do That's Costing You: A Financial Professional Makes the Case for Delegating Your Investing Decisions

While some DIY investors are happy to be hands-on with their portfolio, others can only dip in and out. When is it time to start delegating those decisions?

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The 5 W's of a Successful Estate Planning-Focused Family Meeting, From a Wealth Adviser

Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.

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Are You Ready to Merge Finances With Your Significant Other? We Need to Talk

Merging your money as a couple requires an honest conversation that clarifies what you're both walking into — and prevents bigger problems down the line.

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4 Strategies for Parents to Help the Class of 2026 in a Tight Job Market

Despite a weak entry-level job market, the college degree's return on investment is still achievable for this year's grads. Here's how parents can help them.

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Stocks Bounce in a Buy-the-Dip Session: Stock Market Today

Mega-cap stocks led a rebound on Wall Street Wednesday, with Nvidia, Amazon and Tesla among the big winners.

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The 5 Best Copper ETFs to Buy

Gold and silver are more precious, but copper will benefit most from growth in the modern economy. Copper ETFs offer efficient exposure to the industrial metal.

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February Jobs Report Shows a Surprise Drop in Payrolls

The Federal Reserve is unlikely to cut interest rates anytime soon, even with a shockingly weak February jobs report. Here's why.

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State Farm Giving Out $5 Billion in Refund Checks: Are You Getting One?

Drivers in some states will soon see a $100 check from State Farm. Here's what you need to know.

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We're 65 With $3.9 Million. Should We Give Our Adult Children Their Inheritance Now to Pay for Daycare and Buy a Home?

We have $3.9 million saved. Our adult children are struggling to pay for daycare and buy a home. Should we give them an advance on their inheritance?

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It's Time to Redefine Retirement for Retirees With $500,000 to $5 Million: Here's How

Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health care expenses, including long-term care, without taking too much risk and paying too much in taxes.

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5 Mistakes to Avoid in Oil and Gas Investing (Plus, 6 Ways to Stay Focused)

The nature of energy markets exacerbates unhelpful behaviors. Understanding the psychology of oil and gas investing can help you make smarter decisions.

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There's a New AI Bubble No One Is Talking About: What Companies Can Do to Keep Up

Companies are racing to adopt AI, but few can attribute any significant impact to it. Who will come out on top when this "implementation bubble" bursts?

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Fee-Only Financial Advice: Do You Really Know What It Means?

How does fee-only financial advice differ from fee-based or commission-based advice? Knowing the difference is a critical step toward receiving unbiased help.

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