Features

Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.

By Robert H. Yunich

Market valuations are at levels that have historically preceded long, flat stretches. Why does that matter for your retirement and are there any solutions?

By Mike Decker, NSSA®

An inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.

By Julia Pham, CFP®, AIF®, CDFA®

Private equity is finding its way into 401(k)s, but the risks (or benefits) for you may depend on how close you are to retirement. Here's what to look out for.

By Jay Annis, CFP®, CIMA®, AIF®

These pantry staples, freezer favorites and household essentials are among the products members return for again and again.

By Choncé Maddox

When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.

By Maurie Backman

Olympian Lauryn Williams found that financial confidence comes from actively understanding your own money and now helps others take ownership of their finances.

By Lauryn Williams, CFP®, CSLP®, AFC®

Preventive health spending is a type of risk management that can lower future costs while protecting your health and your money. Here's how it works.

By David Abraham

When markets are volatile, your impulse might be to flee, but sometimes that's the worst choice if you want to maintain a healthy portfolio.

By Matt Gentzkow, CIMA®

Income Tax Many surviving spouses are surprised to discover that losing a partner can mean paying higher taxes on less income.

By Chrissy Paradis

You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?

By Rachael Green

Finding income investments in retirement requires a careful balance. Here are five ways to boost your cash flow without taking on unnecessary risk.

By Coryanne Hicks

You're supposed to slow down in retirement, but many do the exact opposite. Here is why treating retirement like a full-time job is a big mistake, and what you can do instead.

By Donna Fuscaldo

"We all suffer from lifestyle creep, but you have to ... focus on wealth, frugal living and stability. It will give you peace of mind in your later years."

By Joyce Lamb

Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.

By Ron Mark

The paradox of retirement freedom is that the system you retired from gave you order but took away control. True freedom lies in giving life a new structure.

By Richard P. Himmer, PhD

Everyone — not just corporate executives — should map out their finances, tax strategy and healthcare needs to be ready for retirement on their own terms.

By Zachary Ashburn, CFP®, EA, AFC®

Stop worrying about the balance. From legacy gifts to bucket list travel, here are 8 ways to spend your retirement savings without the guilt.

By Donna Fuscaldo

Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers tax questions for investors, including queries on capital gains and qualified small business tock.

By Joy Taylor

Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait.

By Donna Fuscaldo

Homeowners insurance is a national crisis — and retirees are hit especially hard.

By Chris Taylor

Medicaid Asset Protection Trusts can help protect your savings from being drained by long-term care costs, ensuring assets remain available for your family.

By Scott Tucker, Investment Adviser Representative

Losing a spouse is hard enough without the stress of managing finances. This framework will help you cope in the days, weeks and months following your loss.

By Julie Virta, CFP®, CFA, CTFA

Even if both parties want a divorce, dividing assets and splitting up a household is a bitter pill. Trained professionals can guide you through the transition.

By Mary Ware, CFP®, CIMA®, CDFA®

Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.

By Stacy Rapacon

How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.

By Sandra Block

For retirees, the rule of 1,000 hours brings intention and clarity to your day. Because time is the most valuable thing you can spend.

By Jacob Schroeder