Features

Don't believe the hype around private equity eating up independent clinical practices. This is the best way to respond when a salesperson calls with an offer.

By Brian Hanks, MBA, CFP®

This law, which affects out-of-state contractors, too, creates a trap by making it illegal to include complaint-withdrawal clauses in settlement agreements.

By H. Dennis Beaver, Esq.

The year you were born determines when you become eligible for your Social Security full retirement age benefit (FRA). Use our calculator to determine your FRA.

By Jackie Stewart

Tax Breaks The IRS allows limited deductions for medical expenses and long-term care insurance premiums. See if you qualify.

By Gabriella Cruz-Martínez

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

By Sean Jackson

The young and old can disagree on what being successful feels like. Real financial freedom comes from a healthy relationship with money, whatever your age.

By Seth Miller, CFP®, CEPA

Travel Looking for a fall getaway? Discover three destinations offering California sunshine, Oregon wine country and spectacular New England foliage.

By Marcia DeSanctis

You're stretched thin, and she has millions. This week's Wealth Wise advice column asks experts how to handle the financial and emotional rules of taking money from your parents.

By Maurie Backman

If you're ignoring private markets, you could be missing out on legal, tax-efficient strategies that boost after-tax returns without adding extra risk.

By Kelly Ann Winget

The 10-year Treasury yield is climbing. Here's how higher yields could affect mortgage rates, car loans and credit card debt.

By Choncé Maddox

Taking on a side hustle to boost earnings? It may be better to spend time and energy growing your career or pursuing work that aligns with long-term goals.

By Robert Baird

Some milestone moments are cause for popping some bubbly and calling your accountant. These are the financial considerations that accompany certain life events.

By Mary Ware, CFP®, CIMA®, CDFA®

A charitable remainder trust can help if you're anxious to escape a concentrated stock position without a capital gains tax hit.

By Klaus Gottlieb, Esq.

The top companies in your 'diversified' ETF spend hundreds of billions on AI, and many more are tied in to the technology. Time to check your concentration risk.

By John O'Connell, MBA

"We've got in savings, retirement accounts, trading accounts, etc., as much money as we've earned in our entire lifetimes!"

By Joyce Lamb

Roth conversions are useful in the right circumstances, but "always convert" is a dangerous motto. Here are five situations where a Roth is a deal-breaker.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

Although equal splits look fair on paper, they can ignore lifetime gifts, different needs or hard-to-divide assets and leave siblings fighting long after you’re gone.

By Kathryn Pomroy

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Travel Summer crowds are gone and peak winter travel hasn't arrived. These seven destinations could offer better value for a fall getaway.

By Choncé Maddox

Building a "war chest" of short-term Treasuries before you stop working can help protect your portfolio if there's a market downturn early on in your retirement.

By Kyle Hammerschmidt, Investment Adviser

Winning at baseball and building wealth require patience, sound judgment and discipline. Here are five ways the sport can show you how to be a better investor.

By Les Carter

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.

By Deborah Yao

Rising prices don't have to derail your retirement. Ask yourself these three questions to ensure your savings and withdrawal strategy are inflation-proof.

By Donna Fuscaldo

Will you owe the Medicare IRMAA surcharge in 2027? Grab your 2025 tax return and check the projected brackets and surcharges for next year.

By Donna LeValley

ETFs The best small-cap ETFs offer a contrarian way to potentially outperform the market over the long term.

By Tony Dong, MSc, CETF

Buying a second home in retirement can be a pretty smart money move, especially if you’ve got a solid nest egg. Just make sure you weigh the pros and cons first.

By Kathryn Pomroy

Inheriting money or stocks is life-changing, but it comes with a big responsibility. Take our quiz to see if you're ready to invest your new windfall wisely.

By Karee Venema

Your 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.

By Jeremy Keil, CFP®, CFA®, CKA®