Features

Here is how to keep your Social Security number private in an age of aggressive cybercriminals.

By Donna LeValley

Regretting a move to Florida? You aren’t alone. Many people relocate in retirement to a new place they end up not liking. Here's how a half-back move can save your retirement.

By Donna Fuscaldo

The go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can modernize the rule to fit your needs.

By David Rodeck

We consider the case of a retired couple relying on summer rental income from a $1.1 million beach house. Local zoning changes are forcing a hard choice between lifestyle and portfolio stability.

By Maurie Backman

While many retirees keep a job for the social and physical benefits, many are working out of financial necessity. Is working in retirement right for you?

By Alan E. Becker, Investment Adviser

Most of us focus on how much to save for retirement, but what you'll spend is just as important, and your spending habits might change more than you expect.

By Jeanne Thompson

Don't dip into your own retirement savings if your child's 529 plan won't cover all their college expenses. The plan can be more flexible than you might think.

By Bennett Pardue, CFP®, CDFA®, Investment Adviser Representative

Long-term care as you age is expensive and, for most of us, inevitable. Making arrangements now, while you can, is a gift to those you love.

By Kerri Anne Renzulli

Here's how to understand your notice, switch coverage and protect your home after a policy nonrenewal or cancellation.

By Ben Luthi

From comps to contingencies, here’s what a home appraisal reveals about your property’s true worth.

By Dori Zinn

Quiz Whether you're looking for a total "do-over" or just a temporary "pause," this quick quiz reveals exactly what is — and isn't — possible.

By Donna LeValley

Discover the 5 key habits the wealthy follow that can help anyone build long-term financial security.

By Zina Kumok

Before you collect Social Security benefits, make sure you don't believe any of these falsehoods.

By Donna Fuscaldo

From U.S. getaways to international escapes, these budget-friendly destinations offer retirees the perfect mix of rest, rejuvenation and a touch of excitement.

By Kathryn Pomroy

Before you sign on the dotted line, consider HOA fees and community culture.

By Robyn A. Friedman

Self-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.

By David Rodeck

Credit card interest rates are at high levels right now, but would capping rates at 10% for a year really help those struggling with debt?

By Chris Berkel, Investment Adviser

Reading Joseph Moore's new book, How to Get Rich in American History, as well as Cosmo DeStefano's Wealth Your Way, could help you achieve financial freedom.

By H. Dennis Beaver, Esq.

Research reveals a strong link between financial well-being and physical and mental health — and what you can do to keep all three in top shape.

By Diane Harris

Hate getting delayed at the airport? Here are five airports where that’s least likely to happen and five with the worst track record for flight delays.

By Rachael Green

Travel Follow these strategies to avoid paying top dollar to fly across the Atlantic.

By Carla Ayers

State Taxes The NBA Finals, and other sporting events, are connected to taxes in a significant way.

By Kelley R. Taylor

The best active ETFs offer potential outperformance over an index benchmark, but be aware of higher fees, greater turnover and manager-specific risks.

By Tony Dong, MSc, CETF

IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.

By Donna LeValley

Tech Tax As we hit the halfway point of 2026, it's time to audit your mileage log before Uncle Sam audits it for you.

By Kate Schubel

Becoming a Homeowner Hurricane damage? Know what your insurance will and won't cover to make the most of your policy if you need to file a claim.

By Rachael Green

ETFs Bond ETFs can help diversify your portfolio, but you need to be aware of interest rates and inflation, as well as credit quality, liquidity and tax efficiency.

By Tony Dong, MSc, CETF