Features
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States With No Income Tax Ranked By Homeowner CostsState Tax See which of the nine zero-tax states offer real cost savings on property taxes, insurance, and utilities.
By Kate Schubel
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5 Years Until Retirement? Here Are 5 Investing Rules to FollowSponsored by American National
If you're planning to retire in five years, it's critical to get your portfolio in order. These five rules will ensure you're on the right financial track.
By Coryanne Hicks
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Do You Know Why a Roth Conversion Isn't Right for Everybody?Quiz Roth conversions can be a game-changer for retirees with pensions facing higher tax rates. Find out how much you know about conversions' impact on your money.
By Joyce Lamb
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How to Add Your Driver’s License or Passport to Apple WalletLearn how to add a driver’s license, state ID or passport-based Digital ID to Apple Wallet, where you can use it and when you still need physical ID.
By Laura Gariepy
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Are Registered Index-Linked Annuities Right for You?Investors might want to add "buffered" strategies like registered index-linked annuities (RILAs) to their investing toolkit to balance downside risk.
By Gregory L. Olsen, CFP®, AIF™, CLTC
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10 Riskiest Places to Give Your Social Security NumberIdentity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
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8 Estate Planning Secrets You Can Borrow from the Ultra-WealthyTry these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.
By Kathryn Pomroy
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How Everyday Families Can Prepare to Transfer WealthOver the next two decades, a Great Wealth Transfer will occur between baby boomers and the generations that follow. Is your family prepared to handle it?
By Tony Drake, CFP®, Investment Advisor Representative
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A Parent's Playbook for Raising Financially Fit KidsTeaching your kids about money is a lifelong journey, so start early with hands-on lessons to help them build good habits that will pay off in the long run.
By Nicole Farbo, CFP®
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What You'll Pay for Medicare in 2026Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here's how much you'll pay in 2026.
By Donna LeValley
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What the Ultra-Rich Know About Money That Most People Don’tMillionaires may seem extraordinary, but their success often comes down to three simple financial habits anyone can adopt.
By Jacob Wolinsky
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Why the 'Great Wealth Transfer' Could Disappoint HeirsDon't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
By Donna Fuscaldo
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When Are Estimated Tax Payments Due in 2026?Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
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Why Retirees With Pensions Need Roth ConversionsRetirees with pensions and large tax-deferred accounts often find themselves pushed into permanently higher tax brackets. Here's what you can do about that.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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States That Won't Tax Your DeathEstate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
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'What I Wish I’d Known at 45': Financial Advice from RetireesTurning 45? Retirees reveal the biggest investing, saving, and spending mistakes they made during their peak earning years—and how to fix them today.
By Donna Fuscaldo
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How Real Estate Investors Can Prep for Opportunity Zone 2.0The new IRS guidelines for Opportunity Zone 2.0 bring key rule changes and enhanced incentives for rural investments. Here is what investors need to know.
By Daniel Goodwin
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Does Your State Tax Retirement Income? Take Our QuizQuiz Figuring out retirement taxes can be hard, but it doesn't have to be. See if your state exempts retiree income.
By Kate Schubel
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What Happens With Taxes When You Inherit a HouseInheritance Tax When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands.
By Chrissy Paradis
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Is Your Home Truly Ready for the Next Power Crisis?Rising electricity costs and grid instability are changing the game. Discover why shifting to solar is less about ROI and more about building energy independence.
By Sean Jackson
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Post-Loss Finances: Urgent Steps vs What Can WaitWhen a spouse dies, wrapping up their financial affairs too quickly can make your own life more complicated. In fact, few decisions must be made right away.
By Eric W. Bond
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Pitfalls of Short-Term Tax Planning: Plan for the Long RunRushing to reduce your taxes in December can lead to paying more over the course of your lifetime. Here are some tips on how to plan properly.
By Nick Bare, CFP®
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5 Essential Steps Before Signing Private Student LoansMany families will be turning to private student loans to pay the fall tuition bill. Use this checklist to make sure you're getting exactly what you need.Srav
By Sravani Atluri
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Want to Keep a Secret Family Hidden in Your Will? Why It Gets Messy FastA millionaire wants to leave assets to a second family without his wife finding out. Estate experts reveal why post-mortem secrets rarely stay hidden.
By Donna Fuscaldo
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Stock Picks That Billionaires LoveBillionaire investors are scooping up tech stocks, whether they're on sale or riding the AI wave.
By Dan Burrows
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5 Dolly Parton Quotes Retirees Should Live ByDolly knew that life wasn't just about the "9 to 5." Discover the legendary singer’s inspiring tips for finding joy and purpose in retirement.
By Donna Fuscaldo
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Should Sell Your Second Car in Retirement?Shedding an extra vehicle is easier than you think — and it could save you thousands.
By Maurie Backman
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Will a Divorce Paperwork Error Cost Your Nest Egg? Take Our QuizQuiz A divorce decree ends the marriage, but a QDRO moves the money. Test your retirement plan division readiness with our quick 10-question quiz.
By Donna LeValley
