Curated articles and podcasts from trusted financial experts and real retirees.
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The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantage...
The initial set includes six alternative funds with exposure to private equity, private…...
Basic Capital’s Nate Taylor touts the idea of using financing as a tool to help everyday…...
One Big Beautiful Bill Act becoming law means insolvency in 2032 rather than 2033; Bill does…...
Sixty-seven percent of Gen Zers were "significantly more" confident than older generations,…...
New research highlights savings challenges of workers without employer-sponsored…...
The disclosure requirements direct issuers to include risks on offered products and use…...
A typical supercommuter spends 90 minutes or moreone waycommuting to work or school. As the cost of living continues to outpace wage growth, supercommuting is growing in popularity. According to a rec...
On July 3, the House narrowly passed theOne Big Beautiful Bill Act (OBBBA)with a 218–214 vote. According to the nonpartisan Congressional Budget Office (CBO), the bill will add an estimated$3.3 ...
Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From verifying credentials to trusting your gut, follow these rules to find a financ...
Summer shouldn’t just start and end with pool parties and backyard cookouts. For kids, it can be a springboard of ... Read more...
I’m not joking when I say this, if you’re broke or just trying to save money, go to the library. There’s real value sitting there, but most people overlook it because they think it&r...
Not all investments are bad. But not all of them are right for you, either. The financial world is full of complex products. Many have high fees, hidden risks, and sales incentives that don’t al...
I didn’t grow up rich. No one gave me a penny to get me where I am. I became a millionaire by making simple but powerful decisions over time. In this gallery, I’ll share the actions and mi...
Making $100,000 on the side sounds exciting, until you realize it takes more than a weekend hobby. Most people hitting that mark aren’t just juggling a hustle, they’re running a small busi...
Gerald Cash Advance Review: A Useful Tool or Too Limited to Matter?...
Market volatility is a recurring event with historical precedents (the dot-com bubble, global financial crisis and pandemic), each followed by recovery. Here's how people who are near or in retirement...
The initial set includes six alternative funds with exposure to private equity, private…...
President Trump is expected to sign the bill into law ahead of his July 4 deadline...
Recordkeeper advocates for responsible access; highlights growing worker interest and…...
Rather than focus on past priorities like lowering plan fees, employers are zeroing in on…...
In this weekend’s Kitces.com Weekend Reading for Financial Planners (July 5-6), Adam Van Deusen discusses three articles concerning the importance of selecting reasonable lifetime planning perio...
Forensic consultant Paul Sippil explains little-known costs for business owners and plan participants and what you can do about them. When it comes to retirement planning, one of the most overlooked a...
Skyrocketing costs and shifting priorities mean people are packing up and leaving some cities and states in droves, while others are flocking to more affordable or lifestyle-friendly destinations....
The passage of the One Big Beautiful Bill Act will affect plenty of doctors when it comes to income, taxes, healthcare, and student loans. The post How the ‘One Big Beautiful Bill’ Act Wil...
Congress just passed a $4.5 trillion tax package that’s being called the “Big Beautiful Bill.” Behind the nickname is a massive overhaul of how Americans earn, save, and get taxed. M...
You don’t need a degree to hit seven figures. In fact, some of the most reliable paths to wealth come from jobs that involve tools, trucks, and trades. This gallery highlights blue collar career...
Forget FOMO. FOGI — Fear of Getting In — is the feeling you need to learn how to manage so you don't miss out on future investment gains....
Even if you’ve been collecting benefits for years, you may have more to learn....
A FAANG-focused breakdown of the One Big Beautiful Bill (OBBB). What actually changes for high earners, W2 employees, and FIRE planners....
Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels....
Saving more and spending less — all while finding joy. Americans are walking a balance, but doing it confidently....
For years, $1 million has been a benchmark for retirement savings, but can it last through the golden years? That depends on several factors, including state of residence....
Almost one in three (31%) Americans with student loans have noticed an increase in their monthly payments in the last six months, according to new research from Empower....
From in-home chefs to curated spa getaways, travel companies are redefining vacation convenience at a click....
What makes a millionaire? There are many paths to financial success: from 401(k) millionaires to savvy planners, these insights reveal how wealth is built and sustained across the U.S. and around the ...
Increasingly consumers are putting their money where the memories are, investing disposable income in authentic experiences that resonate emotionally....
Proposed law would automatically enroll some people in Medicare Advantage plans and lock them into that plan for 3 years....
Bad investments don’t come with warning labels. They come with smooth talk, fake urgency, and “too good to fail” promises. Even smart investors lose money when they ignore the red fl...
You’ve got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants toknow. Jim and Pam in Orange County are eligible ...
Here is the average 401(k) match and the top 20 companies as measured by their match policies. A generous 401(k) match provides a more secure retirement....
Financial advisers need to be strategic when they communicate with clients during market volatility. The goal is to not only reassure them but to also help them avoid rash decisions, deepen your relat...
This digital currency is gaining momentum based on its potential for greater stability, and pending legislation may help boost it into the consumer mainstream....
Autonomous driving expands into new cities like Atlanta and Austin, as partnerships look to fuel faster growth....
The summer onslaught of deals is here. Prime Day 2025 kicked off at 12:01 a.m. PST on July 8 and ... Read more...
Discover 10 relaxing ways to enjoy summer in the Lake District, from scenic walks and lake cruises to afternoon tea with mountain views. The post Top 10 Ways to Experience the Lake District This Summe...
Here’s what’s really happening with taxes on Social Security benefits under Trump’s new tax plan....
The Centers for Medicare and Medicaid Services (CMS) will implement prior authorization requirements for certain traditional fee-for-service Medicare services in six states starting next year....
Not all college degrees lead to big salaries. The hard truth is, passion alone doesn’t pay the bills, and certain majors fall short financially, even decades after graduation. In this gallery, y...
Wealth rarely shows up all at once. It usually builds quietly in the background while everyone else is chasing shortcuts. The difference isn’t luck, it’s consistent habits repeated over ye...