Retirement Is Looming. Gen X Doesn’t Have an Estate Plan.

and on April 18, 2026

A new report finds 62% of Gen Xers have no will, trust, or power of attorney — making them the least protected generation even as they enter their 60s with a historic wealth transfer already underway.

Here Are 7 Options for Free or Cheap Financial Advice

and on April 16, 2026

Getting personalized guidance from a certified financial planner doesn’t have to cost a cent — and one option lets you hand over your entire portfolio to a robo-advisor for zero fees.

More Americans Are Taking Out These High-Interest Loans. But Should You?

and on April 12, 2026

The share of Americans carrying a personal loan jumped from 31% to 38% in just eight years — and with average balances hitting $19,333, here’s when the math actually works in your favor.

What Is a National Consumption Tax? How It Differs from Income Tax

and on April 11, 2026

The FairTax Act of 2025 would scrap the IRS entirely and replace it with a 23% national sales tax — and with tariffs already acting as a hidden consumption tax on imports, the push to overhaul how America taxes you may be closer than you think.

Most Americans Think Social Security Is Going Broke. Is It?

and on April 7, 2026

New research from UCLA and Cornell reveals a widespread misunderstanding about what actually happens when the Social Security reserve runs dry.

These States Have the Highest and Lowest Income Tax Rates for 2026

and on April 6, 2026

Oregon tops the list with a 24.4% total tax burden — nearly 9 points higher than the most tax-friendly state in the country.

What’s the Real Retirement Age in America? Here Are 4 Guesses.

and on April 4, 2026

The answer to ‘when should you retire?’ is actually four different ages — and knowing them could be worth tens of thousands of dollars.

Tax Deadlines to Keep in Mind With Tax Day Coming Up

and on April 4, 2026

Miss one of these key dates and you could owe penalties that add up faster than you’d expect.

What’s a W-2 and 1099? The Forms You Need as Tax Day Approaches.

, and on April 3, 2026

Whether you’re employed, freelancing, or earning investment income, knowing which tax forms apply to you can make a confusing season much easier to navigate.

The ‘Magic Number’ for a Comfortable Retirement Just Got Bigger

and on April 2, 2026

Nearly half of non-retirees surveyed say they don’t think they’ll be financially ready when the time comes.

Here Are 10 High-Paying Jobs in Women-Led Fields

and on March 31, 2026

These careers pay six figures — or close to it — and are dominated by women.

Tax Day Is Coming. Avoid These Common IRS Filing Mistakes.

and on March 30, 2026

Rushing to beat the April 15 deadline can lead to costly errors that delay your refund or trigger penalties.

Taking Social Security at 62 Can Cost You. Here’s Why.

and on March 28, 2026

Most Americans claim before 70 — and one study puts the lifetime cost of that decision at six figures.

New Schwab Account Lets Kids Buy and Sell Stocks. Here’s How.

and on March 26, 2026

Charles Schwab just launched a joint brokerage account that gives teens real control over their own stock trades.

A Proposal Would Cap Social Security at $100,000. Will It Fly?

and on March 25, 2026

A think tank wants to limit Social Security payouts to $100,000 per couple — but critics say capping benefits breaks a fundamental promise to American workers.

Californians Want to Tax Billionaires. They’re Threatening to Leave.

and on March 25, 2026

Some of California’s biggest tech moguls say they’d rather relocate than pay the proposed 5% wealth tax — and billions in future revenue could follow them out the door.

Where’s My Tax Refund? More Americans Are Counting on Them in 2026

and on March 22, 2026

Nearly half of filers say they’re relying on an IRS check this year — and the average refund is bigger than ever.

Should You Take Social Security at 62? Consider These 4 Factors.

and on March 15, 2026

More than 90% of Americans claim before age 70 — and one scholarly paper says that’s costing the typical retiree six figures.

How Long Does Retirement Last? Most of Us Don’t Know

and on March 14, 2026

A new survey reveals that two-thirds of Americans can’t correctly estimate how long they’ll live past 65 — and the miscalculation could leave them scrambling in their final years.

$1M Is a Retirement Goal. Here’s How Long It Lasts in Every State.

and on March 9, 2026

A new report from GOBankingRates reveals that $1 million in retirement savings will last less than 20 years in every U.S. state, with Oklahoma and Mississippi offering the longest stretch at roughly 19 years.

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