Latest
-
What Is Preferred Stock?
investing Thinking of adding preferred stock to your portfolio? Read on for a breakdown of the pros and cons to buying preferred shares.
-
Calculating Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
-
Stock Picks That Billionaires Love
stocks to buy Billionaire investors are scooping up mega-cap tech stocks amid the sector's red-hot rally.
-
529 Plans: Everything You Need to Know About Saving for College
529 Plans 529 plans offer convenience and potential tax savings when putting money aside for education. That said, there are still a range of rules you’ll need to know (and follow).
-
Louisiana Tax Guide
State Tax Louisiana state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
-
Four Keys to Planning Your Retirement Income Distributions
retirement planning When you have a well-thought-out retirement income plan, you can quit worrying about running out of money in retirement.
-
2024 Thanksgiving Meal Cost: Grocery Taxes and Your Food Budget
Food Prices Some families are navigating high food prices influencing what’s on the table this Thanksgiving.
-
Three Reasons Why Your Adviser Won't Talk Taxes
Financial advice and tax advice go hand in hand — or at least they should. But a lot of times, they don’t. Here's why and what to watch out for.
-
Why Your Life Insurance Should Cover More Than Just Death
If you became ill or an injury left you unable to work, how would you cover your expenses? Life insurance with living benefits could be the answer.
-
What Not to Do When Planning Your Retirement
Committing any of these four common mistakes can set you back in your golden years. Here's how to increase your chances of a successful retirement.
-
Best Bond Funds to Buy
Investing for Income The best bond funds provide investors with income and stability – and are worthy additions to any well-balanced portfolio.
-
9 Year-End Money Moves to Make Now
Boost your retirement savings, lower your taxes and get the most out of your health insurance.
-
Six Ways Trump Could Change Your Retirement
From Social Security to Medicare and beyond, Trump could change your retirement in ways you may not expect.
-
The Three Financial Questions Every Retiree Asks (or Should)
Unless you can answer these three important questions, you may be at risk for the biggest retirement worry there is: Running out of money.
-
Mega Millions After Taxes: How Much Will the Winner Get?
Lottery Taxes A Mega Millions jackpot winner will take home much less than the advertised jackpot amount, thanks to taxes.
-
Best High-Yield ETFs to Buy Now
The best high-yield ETFs show that there's no shortage of ways to balance risk and reward in the quest for better-than-average income.
-
Can I Stop Social Security and Restart it Later? Get a Do-Over
Get a Social Security do-over. Learn how to stop and restart Social Security.
-
What to Know About CD Ladders, A Flexible Way to Save
Savings One way to keep your earnings on track is to spread out your cash.
-
How to Find the Best Jumbo CD Rates
Check out some of the top jumbo CD rates available today.
-
Best No-Penalty CD Rates
A no-penalty CD is a type of certificate of deposit that allows individuals to withdraw funds early without a fee. Right now, some of the best ones are offering rates of over 4%.
-
Find Out in Five Minutes if You Have Enough to Retire
It's a common question these days: Can I afford to retire? To calculate a ballpark answer, here's a quick and easy exercise.
-
Nine Expert Tips for Becoming a Successful Financial Adviser
Be someone your clients can trust and learn to lean on for some of their most personal decisions.
-
Financial Topics You Can Safely Discuss at Thanksgiving Dinner
Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
-
Six Missteps to Avoid as You Transition to Retirement
Don't lose sight of your finances when you finally reach retirement. These six classic missteps can chip away at the nest egg you’ve worked so hard to build.
-
Why Does One Claim Jack Up My Insurance After Years of No Claims?
Even loyal customers can be hit with an insurance premium hike after a claim, despite going many years without any claims. There's a reason for that.
-
What To Know About Black Friday
The biggest shopping event of the year is right around the corner. We'll help get you prepared to go deal-hunting.
-
Estate Planning for Millionaires: Teamwork, Trusts and Taxes
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
-
Best Bond ETFs to Buy Now
ETFs The bond market has been a roller coaster in recent years, but investors with a longer-term view should consider these bond ETFs to balance their portfolios.
-
Tariffs Could Make Your Holiday Shopping Pricier in 2025
Tax Policy Trump’s tariffs would drive prices of clothes, toys, and furniture higher, according to a new study.
