investment advice
12 Key Year-End Tax Planning Strategies

on November 20, 2023

Follow these tips to put yourself in great shape for filing your taxes.

Shocked older man looking at laptop finding private information leaked or identity theft or some other online mistake
27 Big Financial Mistakes That Most People Make — and How to Fix Them

on November 17, 2023

Discover the biggest wealth-killers lurking in your financial habits, and arm yourself with foolproof solutions. Save more, worry less.

Happy retired couple
98 Tips for a Healthy, Wealthy and Happy Retirement

on November 16, 2023

Retirement is a huge life change, and one that demands plenty of planning. Start right here.

Grandmother, daughter and grandchild
What Advice Would Your 80-Year-Old Self Offer to You Today?

on November 15, 2023

Words of wisdom from your future self just might help you make better financial and life decisions.

Man worried about his finances and a recession
8 Ways AI Can Help Plan Retirement — and 12 Risks From Using It

on November 14, 2023

Find out what kinds of issues can come with using artificial intelligence for managing your money.

Couple looking at bills calculating Social Security
Medicare Open Enrollment: 12 Tips to Get Great Coverage

on October 30, 2023

It’s time to assess your current coverage and shop for a plan that better fits your health needs.

Early retirees
29 Early Retirement Tips, Tricks and Hacks

on October 30, 2023

These strategies can help you navigate your way out of the 9-to-5 at a younger age.

A senior patient receives health care
14 Secrets of Super-Agers and Their Healthy Brains

on October 23, 2023

Learn how you can improve your odds of a longer, healthier life by following these super-aging tips.

happy multigenerational family
How and Why to Pass on Financial Values to Your Heirs

on October 21, 2023

Discover how to invest in your family’s financial wisdom at every age and stage of life.

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11 Alternatives to Long-Term Care Insurance

on October 19, 2023

Build your plan for long-term care with these alternatives to costly insurance.

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Why Having Fun Is Important in Both Work and Retirement

on October 12, 2023

Play is essential for a fulfilling life at every age, and these tips will help you do it more.

Smiling woman with cash
Financial Wisdom: What Is the Best Investment?

on October 11, 2023

Money isn’t the only thing you need to consider when it comes to investing.

Couple deciding how to invest their cash
Average Home Equity: For Some Americans, Wealth Is in the Home

on October 11, 2023

Could home equity be a great equalizer when it comes to wealth disparities?

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3 Okinawan Secrets to a Long Life

on October 3, 2023

These Japanese traditions are tied to living long, happy, and healthy lives.

Older woman working
How to Qualify for the Highest Social Security Benefit Possible

on September 28, 2023

These are the factors you must consider to maximize your Social Security payments.

Young Hispanic couple reviewing finances
How a Planning Mindset Can Impact Your Finances

on September 25, 2023

Discover how planning can be your secret to financial discipline, confidence and better results.

Couple reviewing financial documents
The Biggest Risk in Financial Planning: Avoiding Risk

on September 1, 2023

You need risk tolerance to grow an investment portfolio. Here’s how to keep it in perspective.

Older couple at home drinking coffee
Why Index Fund Investing Is Good for Your Retirement

on August 28, 2023

Discover why investors love these funds for long-term retirement portfolios.

Excited couple with the keys to their new home
The Best Sources to Help You Make Great Financial Decisions

on August 24, 2023

The best financial advice may not be what you expect. Here’s how to make smart financial choices.

Happy woman at the beach
6 Tips for How to Manage Money for Happiness

on August 16, 2023

Money actually can buy happiness when you use these tips and strategies to manage it well.

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