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California Fires: How to Recover Tax Records and Other Important Documents

Having your tax records and other vital documents is important for claiming casualty loss deductions that can help with recovery.

10 Reasons to Leave Your Heirs a Roth IRA

10 Reasons to Leave Your Heirs a Roth IRA

Including a Roth IRA in your estate plan has clear tax advantages, which can be passed along to your heirs for years to come. But if passed down incorrectly, your heirs won’t reap the full benefits.

The 24 Cheapest Places To Retire in the US

The 24 Cheapest Places To Retire in the US

When you're trying to balance a fixed income with an enjoyable retirement, cost of living is a crucial factor to consider.

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The Best Bank ETFs to Buy

The best bank ETFs can offer above-average yields and reduce the complexities of investing in financial stocks.

Child and Dependent Care Credit: How Much Is It?

The non-refundable tax break can help working families afford quality care for their child or qualifying dependent.

Maryland Property Tax Assessment: What It Means for You

Amid a growing deficit, Maryland property values are rising. Here’s more of what to know.

Should You Use Add-On CDs?

Add-on CDs can be opened with as little as $100, offer a fixed interest rate and allow you to make deposits throughout the term. But what are the trade-offs?

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Social Security and Medicare Funding: Is the Sky Falling?

Social Security and Medicare Funding: Is the Sky Falling?

Social Security and Medicare are slowly running out of money, but what does that mean for the retirees counting on them? Actually, it's not all bad news.

What We Need to Do to Protect Retirees' Financial Security

What We Need to Do to Protect Retirees' Financial Security

Cognitive decline and aging in general put older retirees at risk of losing their financial security when they're the most vulnerable. What can be done?

Stock Market Today: Stocks End Mixed After FOMC Minutes

Stock Market Today: Stocks End Mixed After FOMC Minutes

The minutes from the December Fed meeting signaled central bankers' uncertainty over potential Trump administration policies.

H&R Block Faces Hefty $7 Million Fine: What It Means for Taxpayers

H&R Block Faces Hefty $7 Million Fine: What It Means for Taxpayers

A tax prep industry giant was accused of deceiving customers and making downgrading difficult.

Moderna Stock Is Volatile Amid Bird Flu Developments

Moderna Stock Is Volatile Amid Bird Flu Developments

Moderna stock has been volatile this week as the first death in the U.S. connected to bird flu was reported. Here's what you need to know.

Exxon Mobil's Earnings Warning Shouldn't Worry Investors

Exxon Mobil's Earnings Warning Shouldn't Worry Investors

Exxon Mobil said lower oil prices and refining margins will weigh on earnings, but Wall Street isn't overly concerned. Here's what you need to know.

NY Gov. Hochul Aims To Triple Empire State Child Credit

NY Gov. Hochul Aims To Triple Empire State Child Credit

Millions of New York families could get a larger state child tax credit check over the next two years under a new proposal.

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U.S. Consumers May Feel Pinch From Panama Canal Tariff Hike

The Panama Canal tariffs on crossing ships will add to looming price hikes for U.S. consumers as Trump threatens to take control of the historic waterway.

New to Financial Advising? Nine Key Ways to Build Trust With Your Clients

Trust, like in any relationship, takes time to develop.

Why You Should Check Your College's Financial Health

Colleges throughout the country are struggling financially as enrollment shrinks and expenses rise, making it important to check the financial health of the college your or your child is attending.

Where to Store Your Cash in 2025

Take a fresh look at budgeting and savings opportunities for where to store your cash this year, to ensure you leave no stone unturned.

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Financial Planning: Sisters Should Be Doin' It for Themselves

More and more women are ringin' on their own financial bells (with apologies to Aretha Franklin and Eurythmics) — but that demands a robust financial plan.

Stock Market Today: Stocks Dragged Down by Strong Data

Investors weigh the prospect of no more rate cuts in the current cycle.

The Verizon Administrative Settlement Payment is a Reminder Class-Action Lawsuits Won't Make You Rich

People are receiving payouts from the Verizon administrative settlement and are surprised at how small they are. This provides a helpful financial lesson reminder.

Gold Investments Continue to Shine

Here are some of the best reasons why you should include at least a little gold in your portfolio.

Seven Ways Retirees Can Crush Holiday Debt in the New Year

Here's how to get rid of that holiday debt you racked up.

Nvidia CES 2025 Updates: What Investors Need to Know

Nvidia stock is the worst Dow Jones stock Tuesday after the AI bellwether made several announcements at CES 2025. Here's what you need to know.

Meta Adds Dana White to Its Board, Ends Fact-Checking: What to Know

Meta stock is lower Tuesday after the Facebook parent said it is adding UFC CEO Dana White to its board of directors and ending fact-checking on its platforms.

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