Latest
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North Carolina Tax Guide 2025
State Tax Explore North Carolina's 2025 state tax rates for income, sales, property, retirement, and more. Learn how North Carolina compares nationwide.
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Monetizing a Hobby in Retirement: The Benefits and Pitfalls
Get extra cash in retirement to do what you love.
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How One Widow Nearly Missed Out on $213,000 in Social Security
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help.
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Simple Ways to Make Your Executor's Job Less of a Pain
Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts.
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'Trump Accounts' for Newborns: A Great Idea That Could Be Better
According to this financial professional, limitations on the proposed $1,000 deposit at birth highlight shortcomings in our retirement landscape, but the potential is there to make a big difference.
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You Could Be a 401(k) Millionaire. Here’s How
Joining the ranks of 401(k) millionaires can be withing your sights with these four strategies.
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Roth IRAs: What They Are and How They Work
Roth IRA A Roth IRA is an individual retirement account that allows tax-free investment growth and distributions, as long as key rules are followed.
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Bond Basics: Municipal Bonds (Munis)
The higher your tax bracket, the more you'll benefit from Munis — bonds issued by state and local agencies.
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Age in Place or Move? How to Decide Where to Live in Retirement
Retiring in place or moving is a big decision. Here's what you need to consider.
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10 Things You Need to Know About Health Savings Accounts
insurance If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.
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Is a 401(k) Worth It? Here Are the Pros and Cons
A 401(k) is worth it for most people, but are you one of them? There are seven pros and four cons to consider.
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How to Appeal a Health Insurance Denial
If your insurer refuses to pay for a treatment or procedure that you believe should be covered, use our guide to appeal.
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Opportunity Zones Expert Sees Bright Future in 'Big, Beautiful Bill'
New legislation introduces rural "super incentives" and expanded access, though a potential investment freeze could stall billions in community development funding. Here's what every investor needs to know.
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Sorry, But AI Alone Doesn't Cut It for Financial Planning
Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that require a human touch.
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Five Divorce Settlement Blind Spots: An Expert's Guide to What You Can't Afford to Miss
Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, so specialist advice is vital from the outset.
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What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
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Protect Your Social Security with a Retirement Safeguard You've Never Heard Of
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.
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Are You a Retirement Millionaire Too Afraid to Enjoy Your Wealth?
If you are too scared to spend money in retirement, you may be saddled with regret. Here are four ways to safely enjoy your sizable retirement nest egg.
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Can Stocks Picked by Artificial Intelligence Beat the Market? 3 Stocks to Watch
stocks An AI stock-picking platform identifying high-potential equities has been sharp in the past. Here are three of its top stocks to watch over the next few months.
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Best CD Rates — A Risk-Free Way to Save
Savings Watch your money grow effortlessly with a CD. Here are our top picks.
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Increase Your Social Security Payments up to $2,187 Each Month
retirement This strategy can delay starting Social Security, building a bridge from retirement to higher monthly income.
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If You'd Put $1,000 Into Intel Stock 20 Years Ago, Here's What You'd Have Today
Intel Intel stock has been a catastrophe for long-term investors.
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12 Great Places to Retire in the Midwest
Places to live Here are our retirement picks in the 12 midwestern states.
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Six Travel Destinations for Retirees Worthy of the Next Season of 'The White Lotus'
Whether you're a retiree looking for adventure or relaxation, we have the perfect luxury vacation idea for you.
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Target-Date Funds Aren’t For Everyone
Here’s when target-date funds don’t make the most sense for your retirement savings.
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How to Thaw a Credit Freeze — and Why You Would
As you shop for a loan or credit card, you must open up access to your credit reports.
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Why Women May Want to Work Longer: It's About More Than Money
Single women over sixty see the most benefit, but all older women should take note when deciding when to retire.
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Preparing for the Worst: Retirement During a Recession
If you're close to retirement and today's economic uncertainty has your stomach in knots, follow my parents' example. They made it through, and so can you.
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Is a Robo-Adviser Right for You? The Pros and Cons
For many folks, robo advice can likely be fine. It's inexpensive and easy ... but also a little one-size-fits-all. More complex financial situations may need a human touch.
