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Taking this quiz may help increase understanding of estate planning.

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

This article explains newly implemented and upcoming tariffs and their potential economic impact.

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

Here are some ideas to help pursue a life of financial freedom.

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

Here are answers to some key questions about required minimum distributions.

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

The One Big Beautiful Bill Act includes many provisions that affect higher education.

Considering some important issues now could provide more options in the event of early retirement.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

Shows how transfer-on-death designations help avoid probate costs.

Reviews annual enrollment dates and options for Medicare participants.

Explains how future tax rules may impact deductibility of charitable donations.

Explores how investment strategy changes once retirement begins.

Describes how Roth accounts can generate tax-free retirement income.

Describes financial burdens associated with end-of-life care and funerals.