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Investing Lessons From 'The Three Little Pigs': Ways to Help Build a Portfolio the Big Bad Wolf Can't Blow Down

Is your portfolio as well built and diversified as you think? If you're worried it won't help keep you safe in retirement, it could be time to renovate.

Want to Protect Your Assets? Consider Life Insurance You Don't Have to Die to Use

Want to Protect Your Assets? Consider Life Insurance You Don't Have to Die to Use

Millions of Americans have no protection for unexpected health costs in retirement. The answer isn't health insurance.

How to Build a Financial Plan Around a Variable Income: For Freelancers, Gig Workers and Commission-Based Earners

How to Build a Financial Plan Around a Variable Income: For Freelancers, Gig Workers and Commission-Based Earners

Managing variable income is much less stressful when you build your budget around your lowest typical earnings, and use automated systems for savings and taxes.

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How the Stock Market Performed in the Second Quarter of 2026: An Investment Adviser's Take

Q2 2026 was defined by a disconnect between soaring market valuations and underlying economic realities. Speculative fervor is making the landscape casinolike.

Dow Closes Lower as Caterpillar Stock Slumps: Stock Market Today

Sinking chip stocks dragged on the Nasdaq on Wednesday, but a big rally for Meta Platforms helped limit losses.

What Bobby Bonilla Day Can Teach You About Retirement

His million-dollar July 1 paycheck isn't something most people can replicate, but the idea behind it can help you build a stronger retirement plan.

Think You Can Afford That House? Run These Numbers First

The true cost of homeownership goes far beyond the mortgage payment. Here's what to consider before making an offer.

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If You Put $1,000 Into an S&P 500 ETF 20 Years Ago, Here's What You'd Have Today

If You Put $1,000 Into an S&P 500 ETF 20 Years Ago, Here's What You'd Have Today

The S&P 500 has delivered strong returns for buy-and-hold investors.

What the Supreme Court's Latest Decisions Mean for Your Money This Year

What the Supreme Court's Latest Decisions Mean for Your Money This Year

Several recent U.S. Supreme Court rulings could have notable financial consequences for homeowners, taxpayers, investors, and consumers.

Apple's Price Hikes Signal Costlier Electronics for Years to Come

Apple's Price Hikes Signal Costlier Electronics for Years to Come

Consumers and businesses should brace for sticker shock when buying PCs, smartphones, tablets and other electronics. Relief may have to wait until 2029.

Is Your Financial Adviser for Retirement Worth the 1% Fee?

Is Your Financial Adviser for Retirement Worth the 1% Fee?

The 1% adviser fee has been a mainstay for retirement planning. But now that AI is doing some of their work, it’s worth knowing exactly what you're paying for.

This Changes Your Social Security Decision (Especially if You're in the 2% Club)

This Changes Your Social Security Decision (Especially if You're in the 2% Club)

If you have a pension and $1 million-plus saved, deciding when to take Social Security is about optimizing your taxes, legacy planning and long-term income.

I'm a Real Estate Pro: This Is Why (and How) I'm Deferring My Taxes Until I Die

I'm a Real Estate Pro: This Is Why (and How) I'm Deferring My Taxes Until I Die

Real estate investors can use 1031 exchanges and depreciation to defer taxes over a lifetime, before passing assets to heirs tax-free. Here's how it works.

Trump Accounts Arrive Soon: Are They the Right Fit for Your Family?

Trump Accounts Arrive Soon: Are They the Right Fit for Your Family?

Trump Accounts have pros and cons, but having one could be a good way to educate your child about finances while also providing a financial safety net.

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Dow Hits More Highs as Consumers Get More Confident: Stock Market Today

Everybody is enjoying the run-up to Independence Day 2026, with Papa Dow making new highs and consumers recovering from an energy shock.

What New Supreme Court Rulings Mean for Your Money in 2026

Several recent U.S. Supreme Court rulings could have notable financial consequences for homeowners, taxpayers, investors, and consumers.

Weak June Jobs Report Quiets the Rate-Hike Conversation

The June jobs report came in well below economists' estimates, but the unemployment rate ticked lower.

Why Grocery Chains Like Costco Are Racing to Open Stores Across America

Costco and other value retailers are opening new stores as demand for lower-priced groceries continues to grow.

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The Asset Location Rule: Where to Put Income Investments in Retirement?

Where you hold your investments is as important as what you're investing in. Here's how to optimize your asset location for a more tax-efficient retirement.

The 'Florida Flip' for Roth Conversions: How to Use a No-Tax State to Lower RMDs

Staring down a massive RMD tax bill at age 75? Relocating to a zero-tax state for a few years could slash your Roth conversion costs. Just beware of the pitfalls.

'They Are Putting Residents' Lives at Risk': Behind the Scenes at an Assisted Living Facility

When considering an assisted living facility for your loved one, look for these red flags before signing a contract. Cost-cutting can have a disastrous impact.

I'm a Financial Planner: Don't Let the Lure of an 'Exclusive Opportunity' Tempt You to Make a Bad Financial Move

Private credit funds, real estate deals, hedge funds and venture capital allocations aren't available to everyone, but can also carry extra costs and risks.

6 Ways Philanthropists Can Help Shape the Future of AI So That It Serves People, Not Just Profits

Philanthropists can help ensure AI prioritizes the greater good by funding research, strengthening nonprofit infrastructure and teaming up with other donors.

Stocks Rally to Start a Big Holiday Week: Stock Market Today

Comcast created a stir among communication services stocks with a plan to spin off its media and entertainment assets into a new publicly traded company.

Most People Save Money — But They're Missing This Important Step

Turn good saving habits into lasting financial progress by setting goals you can track, adjust and achieve. We'll show you how.

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