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What the Great Wealth Transfer Means for Financial Advisers

Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes.

Investment Management: A Return to Simplicity

Investment Management: A Return to Simplicity

Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating more simplicity for their clients.

States That Won't Tax Your Retirement Income in 2025

States That Won't Tax Your Retirement Income in 2025

Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.

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Build Your Dream Retirement With These Five Steps

Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of your retirement.

For Investors, 2024 Was a Year to Remember

A perfect storm of favorable conditions created a rewarding landscape for investors. A buzz of cautious optimism continues for 2025.

How To Save Social Security — Pay More Taxes? Cut Benefits?

These proposals to save Social Security may require big changes, but Americans want politicians to act. Are you willing to pay more taxes?

How to Retire Early Due to Disability or Caretaking

If you must retire early due to disability or to care for a loved one, these six steps to make it work financially.

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Here's How Retirement Changes Your Taxes

Here's How Retirement Changes Your Taxes

How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay.

Stock Market Today: Trump Tariff Worries Pressure Stocks

Stock Market Today: Trump Tariff Worries Pressure Stocks

Stocks swung lower Friday after the White House confirmed it will impose tariffs on Mexico, Canada and China beginning tomorrow.

Sorry, Florida, Retirees Just Aren't That Into You

Sorry, Florida, Retirees Just Aren't That Into You

For years, Florida was the go-to state for retirees looking for sunshine, warm temps, sandy beaches and endless ways to stay busy. But those glory days may be over, according to a recent study

Chevron Stock Declines Despite Another Dividend Hike

Chevron Stock Declines Despite Another Dividend Hike

Chevron stock is down Friday after the integrated energy company missed fourth-quarter profit expectations. Here's what you need to know.

Intel Earnings Do Little to Excite Investors: What to Know

Intel Earnings Do Little to Excite Investors: What to Know

Intel stock is struggling for direction Friday after the chipmaker reported a fourth-quarter beat but gave weak guidance. Here's what Wall Street has to say.

Visa Stock Rises on Strong Earnings, Bullish Outlook

Visa Stock Rises on Strong Earnings, Bullish Outlook

Visa stock is up Friday after the payments company beat expectations for its fiscal 2025 first quarter and raised its outlook. Here's what you need to know.

Apple Stock Climbs to the Top of the Dow After Earnings

Apple Stock Climbs to the Top of the Dow After Earnings

Apple stock is higher Friday after the tech giant beat expectations for its fiscal 2025 first quarter. Here's what you need to know.

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Why a 5-Year CD is Still Your Best Bet After the Fed Meeting

Despite the rate cut at the Fed meeting in December, you still have time to lock in historically high interest rates with a 5-year CD.

Retirees Can Live Comfortably for Under $2,000 a Month in This Charming Country

This Central American country offers stability, urban amenities and a chill lifestyle for ex-pats. It's also wildly affordable.

December Social Security Payment Schedule: When Is Your Check Arriving?

The date your December Social Security benefit arrives depends on the day of the month you were born.

How to Shelter Your Tax Refund From Rising Inflation

Are you expecting a tax refund? Here are some ways to grow it so it outpaces inflation.

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The Outlook for Home and Auto Insurance in 2025

Home and auto insurance premiums may not increase as much as in recent years, but the industry remains under pressure.

If Not Long-Term Care Insurance, Then What?

If you don't buy long-term care insurance, how can you plan to cover your long-term care needs once they (most likely inevitably) arise?

What to Consider Before You Invest in Alternatives

A new economic paradigm points to the advantages of adding alternative investments to your portfolio for diversification and possibly higher returns.

Three Key Questions for Small-Business Owners in 2025

Now is a great time to consider how best to position your small business for another successful year.

How Does Car Insurance Work for Ride-Sharing Drivers?

Can you use your personal auto insurance? Does it cover everything or only certain things? Here's how to find out.

Stock Market Today: Investors Adjust to Earnings and Guidance

The stock market struggles in a good way when it's measuring what's happening on the ground.

RFK Jr. Confused Medicare and Medicaid: Here's the Difference

The HHS Secretary nominee confused Medicare and Medicaid programs, though he would be responsible for them. We break down the difference.

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