The extension of sunsetting tax provisions gives the rich more certainty when planning for the future.

Educators depend on 403(b)s to save, but these plans carry hefty fees. Here are six important questions answered.

A mix of stocks and bonds is typically a smart asset-allocation move. But the strategy has lagged behind the market in the past few years.

Social Security recipients will get a raise, but a big increase in premiums for Medicare Part B may erode that boost for many people.

The market tends to shrug off even the most worrisome geopolitical events, just as it did with the U.S. airstrikes on Iran . 

Congress ended up raising the retirement age and payroll taxes to make the program solvent.

The megabill that President Donald Trump just signed is a mixed bag for charitable giviers. Four big changes that are coming.

Younger advisors may be well positioned to handle difficult situations, such as couples who fight or clients who won’t follow a plan.

The “Big Beautiful” law offers a new deduction up to $6,000 for seniors. Getting it may not be so simple.

Wealth managers see a lot to like in President Donald Trump’s newly passed tax and spending bill, especially for wealthier clients.

Zach Rodriguez sets his sights on former service members, who face unique challenges in managing money, investing, and retirement planning.

Advisors need to understanding why equity compensation can be a dual-edged sword due to concentration risk.

The new tax law keeps exemptions for the alternative minimum tax, but the increase in deductions for state and local taxes could result in more taxpayers getting hit with the AMT.

The Republican megabill combined with new federal rules tightening eligibility will affect most people who use plans created by the Affordable Care Act.

The latest version of the proposed savings accounts are more flexible, but come with reduced tax benefits.

The definition of financial independence is a little different for everyone. Here’s what financial advisors say.

Covid-era relief has come to an end, with millions of borrowers facing defaults and wage garnishment.

The hefty cost of insuring cars and homes is weighing on consumers.

Target-date funds are the backbone of millions of Americans’ 401(k)s. Some have performed a lot better than others.

Ignore the headlines. Here are low-cost funds you can invest in for the long term.