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Is There an Ideal Age for Your Children to Inherit? A Retirement Planner Weighs In

As many people live longer, inheritances have shifted from life-changing events to late-in-life supplements. The timing of an inheritance is crucial.

Are You Getting Vague Advice About Roth Conversions?

Are You Getting Vague Advice About Roth Conversions?

If your adviser isn't crunching all the numbers and showing you a complete picture (in writing), then you might need to find one who will.

Gen Z's Biggest Money Mistakes (Plus, Small Wins That Fix Them)

Gen Z's Biggest Money Mistakes (Plus, Small Wins That Fix Them)

It's easy to fall into bad money habits in your 20s that can set you back for decades. Here are five mistakes to avoid — and the good habits to form instead.

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I Bought a House With Solar Panels. What Do I Do With Them Now?

The $20 utility bills are definitely a "pro."

If You'd Put $1,000 Into Costco Stock 20 Years Ago, Here's What You'd Have Today

Costco stock has delivered outstanding returns for truly patient investors.

The Best Luxury Food and Wine Tours in 2026

With foodcations and other culinary trips on the rise, we recommend some of the country’s most elite gastronomic events and tours for epicurean retirees.

My First $1 Million: Retired Airline Pilot, 63, Atlanta

Ever wonder how someone who's made a million dollars or more did it? This retired airline pilot shares how he got there — and then some.

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What It Really Costs to Watch Baseball in 2026 — and Why It's Getting More Complicated

What It Really Costs to Watch Baseball in 2026 — and Why It's Getting More Complicated

Following your favorite MLB team now means juggling multiple subscriptions. For dedicated fans, the total cost can climb faster than expected.

When Spring Cleaning Your Finances, Don't Forget to Look in These 5 Corners

When Spring Cleaning Your Finances, Don't Forget to Look in These 5 Corners

Spring cleaning your finances doesn't require dramatic lifestyle changes — just look for hidden culprits that drain your finances. Here's where to find them.

The Retirement Risk No One Likes to Talk About: You, Still Here

The Retirement Risk No One Likes to Talk About: You, Still Here

Living longer is the biggest retirement risk for most investors. If your retirement plan doesn't extend to your mid-90s and beyond, this is what you need to do.

Is Your IRA Rollover Stuck in Neutral? This Simple Mistake Can Cost You a Lot of Money

Is Your IRA Rollover Stuck in Neutral? This Simple Mistake Can Cost You a Lot of Money

Rollover IRAs can end up stuck in cash, while abandoned 401(k)s can be parked in a cash-like Safe Harbor IRA. Here's how to put your money back to work.

Dow Dives 793 Points as Rate-Hike Odds Rise: Stock Market Today

Dow Dives 793 Points as Rate-Hike Odds Rise: Stock Market Today

The three main equity indexes fell for a fifth straight week – the longest weekly losing streak for the Dow and S&P 500 since 2022.

Financial Flashback: How Smart Planners Weathered the 2008 Recession

Financial Flashback: How Smart Planners Weathered the 2008 Recession

While past performance is not indicative of future results, history can help inform successful strategies for weathering uncertain times. A Multi-Year Guarantee Annuity stands out as a source of financial confidence because it provides a guaranteed interest rate with no market exposure. If you're near retirement age or currently retired,…

Netflix Raises Prices Across All Plans — Again

Netflix Raises Prices Across All Plans — Again

Netflix has raised prices across all plans, adding to rising streaming costs. Here’s what each tier costs now.

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9 Ways Snowbirds and Retirees Can Beat Soaring Gas Prices on the Drive Home

Gas prices are at least $1.00 more than when retirees and snowbirds headed for warmer weather. Here are some easy ways to save some of that cash.

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

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

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.

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

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

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

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