Features

K-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.

By Joy Taylor

Your Medigap plan could be much cheaper with another carrier. It's easier than you might think to switch — but beware of the timing trap that can trip you up.

By Hans Scheil, CFP®, CLU®, ChFC®, CASL®, CLTC®

Are you pursuing your own financial goals or what society expects? Find out by asking what you'd change if you could redesign your life, and what you'd keep.

By Feroz Ansari, CFP®

Defaulting to the oldest child isn't always the best move. Follow these guidelines to select a trustworthy executor and keep the peace among your heirs.

By Donna LeValley

Making Your Money Last Kiplinger provides guidance on how to make a Medicare Medigap switch to get the best plan for your budget.

By David Rodeck

There's no magic formula to fit all cases, but these tips for using stock screeners can help you identify risks and rewards on your terms.

By Jeff Reeves

We compare all five ETFs available for Trump Accounts, including their fees, diversification, historical performance and long-term growth potential.

By Tony Dong, MSc, CETF

insurance Delaying enrollment in a medigap policy can lead to higher premiums and denial of coverage in most states.

By Kimberly Lankford

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Fiber internet installation and equipment don't always cost extra. Here's what to check before switching providers.

By Choncé Maddox

Inheritances Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.

By Kate Schubel

Fee-only advisors don't get commissions, referral fees or sales incentives. They give transparent advice that improves lives, paid for directly by the client.

By David Bromelkamp

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®