5 types of people who might need a financial adviser in 2026 — and those who don’t
You might be unsure if you actually need guidance from a financial professional. More than 40% of U.S.…
3 big changes to your money that financial experts say to prepare for in 2026
A brand new year comes with new resolutions, new opportunities — and new changes to your finances. Aside…
‘He had an affair, divorced me and left me broke.’ I’m 63 and got a $100K inheritance that my boyfriend quickly spent. Now I have just $800 a month in Social Security. Help.
Question: “I am 63 and took Social Security early. My father left me a $100,000 inheritance for my…
This RMD mistake costs investors up to $1.7 billion annually
D3sign | Moment | Getty Images A key year-end deadline is here for many investors — and skipping…
Retiring soon? Key decisions every federal employee must make
If you are retiring soon, you should have submitted your retirement application, usually through the Online Retirement Application…
Most companies now allow Roth savings
Cravetiger | Moment | Getty Images Nearly all 401(k) plans now allow for workers to save money in…
Politics is now the No. 1 money worry, financial planners say
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
Your 401(k) match may not belong to you just yet
Many people saving in 401(k) accounts get a company match from their employer. But that money may not…
The One Generation That’s Most Financially Prepared For Retirement
When it comes to the reality of retirement, many generations, especially older ones, have come to realize that…
How to talk to your adult children about their inheritance
Momo Productions | Digitalvision | Getty Images Older Americans really don’t like talking to their adult children about…