If you and your partner make just one money move in 2026, do this
This is the season when everyone’s planning for next year. When it comes to money, I can assure…
Here are some of the biggest required minimum distribution mistakes
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
These inherited IRA mistakes could reduce your windfall, advisors say
Juanma Hache | Moment | Getty Images While many investors welcome a windfall, the rules for inherited individual…
Why 50% of Financial Advisors Are Putting Client Investments Into Annuities
Annuities have been all the rage lately among financial advisors. Research from ProtectedIncome.org revealed that 50% of financial advisors are allocating…
Roth 401(k)s offer tax-free growth — but few workers use them
Marco Vdm | E+ | Getty Images For many investors, workplace retirement plans build long-term savings via automatic…
Why You Should Coach Your Financial Advisor Like An NFL Roster
In the NFL, even the best players have to earn their spot every season — and the people…
Trump’s ‘big beautiful bill’ makes Roth conversions more complicated
Alvaro Gonzalez | Moment | Getty Images If you’re eyeing a Roth conversion, President Donald Trump‘s “big beautiful…
How to protect your nest egg from tariff volatility near retirement
Alistair Berg | Digitalvision | Getty Images After the latest stock market volatility, many Americans are feeling stressed…
Optimized Strategies Using Bitcoin Life Insurance and Trusts
In today’s crypto for advisors, Zac Townsend from bitcoin life insurance company Meanwhile explains estate planning options for…