Newsletters

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Notes record issuance of municipal bonds and their tax-exempt appeal.

Describes retirement plan options that help self-employed workers save on taxes.

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

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Reviews annual enrollment dates and options for Medicare participants.

Explains how a borrower can lower monthly payments by recasting a mortgage.

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.

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

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

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

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.

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Offers practical holiday shopping tips to save time and money.

Guides readers through estimating a realistic retirement savings target.

Explains provisions allowing rebates for home energy efficiency and electrification projects.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

Explains using life insurance to make meaningful charitable donations.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Explains benefits of employee-stock ownership plans for succession planning.

Notes declining prices for new appliances but rising repair costs; when to replace vs repair.

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Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

Shows how high-income earners can create tax-free retirement income via workplace plans.

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

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Details rising rates, restricted coverage, and insurers exiting high-risk areas.

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Covers benefits of personal umbrella insurance for large liability claims.

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Explores how investment strategy changes once retirement begins.

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Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Analyzes the Fed's trade-offs between employment and inflation concerns.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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Encourages proactive dialogue to ensure financial well-being of aging parents.

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Shows how combining small-, mid- and large-cap funds enhances diversification.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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

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Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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

Explains that landlord policies don't cover tenants' personal property.

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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

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.

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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

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

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

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Offers tips to couples with opposite financial styles for finding balance.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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.

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

Explains importance of rare-earth minerals and their role in technology and security.

Describes benefits of volunteer travel for personal growth and giving back.

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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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.

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

Details 401(k) contribution and catch-up limits for maximizing savings.

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Suggests considering life insurance for stability during uncertain markets.

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Explains special costs and financial implications of condo ownership.

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Provides tips for managing rising food prices through smart shopping.

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.

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

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

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

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