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Ask the Editor, March 27: Questions on the Tax Filing Season

In this week's Ask the Editor Q&A, Joy Taylor answers questions on the IRS and how the 2026 tax filing season is going so far.

Mortgage Rates Are Rising Again — and the Housing Market Is Feeling It

Mortgage Rates Are Rising Again — and the Housing Market Is Feeling It

Geopolitical tension, inflation pressure and shifting demand are pushing rates higher. Here's how the housing market is reacting and what it means if you're planning to buy, sell or refinance.

Oil Prices Push Up More Than the Cost of Gas. Here's What Gets More Expensive Next

Oil Prices Push Up More Than the Cost of Gas. Here's What Gets More Expensive Next

From groceries to flights, higher oil prices ripple through your budget. Here's how the chain reaction works and when you may start to feel it.

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Hybrid Funds Offer Growth and Cash Flow in Retirement

How do you turn decades of hard-won savings into a steady stream of income for the rest of your life? These funds may help.

'We Have Food at Home': The 'Midwestern Millionaire' Mentality That's Built a Fortune

If you see yourself in these four Midwestern Millionaire traits, you're among America's best savers. You're also most likely one of its most reluctant spenders.

For Some, Betting Apps Have Transformed the Fun of March Madness Into Unfun March Mayhem: How to Cope if This Is You

Sports betting feels like entertainment, but for some, it's leading to debt, addiction and even a direct backlash toward athletes.

I'm a Wealth Adviser: This Social Security Claiming Mistake Can Hurt Women the Most

Women should personalize their Social Security claiming strategy and run the numbers after considering life expectancy, tax situation and existing assets.

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I'm a Health Care Adviser: This Is the Long-Term Care Gap Women in Their 50s Can't Afford to Neglect

I'm a Health Care Adviser: This Is the Long-Term Care Gap Women in Their 50s Can't Afford to Neglect

Women are the main providers of care — and will make up most of those needing it in future. Your 50s is when to start asking how you'll cover your own needs.

Nasdaq Hits Correction Territory as Meta Slumps: Stock Market Today

Nasdaq Hits Correction Territory as Meta Slumps: Stock Market Today

Mega-cap stocks Meta and Alphabet weighed on the main indexes on Thursday, and surging oil prices didn't help.

Washington Slashes Estate Tax: Why Your Inheritance Still Isn't Safe

Washington Slashes Estate Tax: Why Your Inheritance Still Isn't Safe

State lawmakers are rolling back record-high death taxes, but a new millionaire tax on top earners is waiting in the wings.

Can AI Plan a College Tour Road Trip? I Bet My Ex-Husband It Could — Here’s What Happened.

Can AI Plan a College Tour Road Trip? I Bet My Ex-Husband It Could — Here’s What Happened.

This parent could use help planning a tour of colleges across the country. Is AI up for the challenge?

3 Options for Setting Up Your Retirement Paycheck: Choose the One That Suits You

3 Options for Setting Up Your Retirement Paycheck: Choose the One That Suits You

Choosing the best way to withdraw retirement funds depends on which paycheck system aligns with your lifestyle, tax plan and shifts in spending as you age.

AI is Making Your Local Financial Institution More Human, Not Less

AI is Making Your Local Financial Institution More Human, Not Less

Community banks and credit unions can use AI to free up employees' time, allowing them to focus on customer relationships and maintain the human touch you value.

The Secret to a Seamless Business Handover: Combined Estate and Succession Planning

The Secret to a Seamless Business Handover: Combined Estate and Succession Planning

Integrated estate and succession plans ensure a much better outcome for business owners keen to secure their legacy. Here's why a dual approach is so powerful.

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Stocks Rise Despite Mixed Iran Headlines: Stock Market Today

The main equity indexes were up more than 1% in early trading, but finished with more modest gains on reports Iran rejected a U.S. peace plan.

The Hidden Cost Driving Higher Electric Bills and Shorter Appliance Lifespans

Learn how this factor could raise your energy bill by over a $1,000 annually.

Our Children Want Us to Take Care of the Grandkids This Summer at Our Lake House. How Do We Say No?

We love our grandkids, but we're not a summer camp.

All That Glitters Is Usually Taxable: Gold and Silver Tax Rules

Profits from selling physical gold and silver, and even some precious metal funds, are taxed differently from other investments.

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Your 401(k) Is Sitting Pretty Right Now: It Could Be Time to Rethink Your Strategy

Don't just set and forget your 401(k). Creating a plan for investments, income and health care ensures your balance translates into lifelong financial security.

Will Environmental Hazards Make a Mess of Your Estate Plan?

Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.

When Starting a Business, the End Is a Very Good Place to Start

It may seem crazy to start a business with the end in mind, but thinking about your exit first will have tax benefits and ease crisis management down the line.

Stocks Slide Again as Crude Oil Controls: Stock Market Today

The energy shock is starting to show up in survey data, with a resolution of Middle East oil and gas infrastructure disruptions still well over the horizon.

QUIZ: Are You Ready To Retire at 70?

Are you in a good position to retire at 70? Find out with this quick quiz.

Tax-Free Income in 2026? These Changes Could Wipe Out Your Federal Bill

New legislation aims to exempt up to $92,000 in earnings from federal income tax. Here's who would win.

5 Alternative Investments to Incorporate Into Your Portfolio

Folks concerned with stock and bond market volatility could consider adding these alternative investments to their portfolios.

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