Discover the Best Insights for Every Stage of Retirement

Gen Z Investors Thrive in Saving for Retirement

Sixty-seven percent of Gen Zers were "significantly more" confident than older generations,…...

Why Increasing Access, Participation in Workplace Retirement Plans Needs to be Prioritized: Pew

New research highlights savings challenges of workers without employer-sponsored…...

SEC Issues Latest Guidance on Crypto ETFs

The disclosure requirements direct issuers to include risks on offered products and use…...

The Cost of Supercommuting: Way More Than Just Gas Money

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...

The One Big Beautiful Bill Act’s (OBBBA) Impact On FIRE Seekers

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 ...

8 Rules for Choosing the Right Financial Adviser

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...

Best Summer Programs for Young Kids

Summer shouldn’t just start and end with pool parties and backyard cookouts. For kids, it can be a springboard of ... Read more...

More Than Books: Financial Help Available at the Library

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...

16 Investment Products That May Not Be Worth the Risk

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...

How I Went from $0 to Liquid Millionaire by 38 (And What Still Works)

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...

15 Side Hustles That Have Made People $100K a Year

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?

Gerald Cash Advance Review: A Useful Tool or Too Limited to Matter?...

Five Ways Retirees Can Keep Perspective Through Market Jitters

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...

Cetera Unveils Alternative Investments Allocation Models

The initial set includes six alternative funds with exposure to private equity, private…...

Industry Groups React to ‘One Big Beautiful Bill’ Advancing  

President Trump is expected to sign the bill into law ahead of his July 4 deadline...

Empower Defends Private Markets in 401(k)s Move in Response to Warren Letter

Recordkeeper advocates for responsible access; highlights growing worker interest and…...

California, South Florida, Long Island, New Jersey: The Places People Are Leaving in Droves in 2025

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....

How the ‘One Big Beautiful Bill’ Act Will Affect Doctors

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...

What’s Inside the Big Beautiful Bill and How It Affects Most of Our Finances

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...

14 Blue Collar Jobs Where Workers Have Become Millionaires

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...

I'm a Financial Strategist: This Is the Investment Trap That Keeps Smart Investors on the Sidelines

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....

Nine Things You May Not Know About Social Security

Even if you’ve been collecting benefits for years, you may have more to learn....

How the OBBB Impacts High Earning FAANG Employees

A FAANG-focused breakdown of the One Big Beautiful Bill (OBBB). What actually changes for high earners, W2 employees, and FIRE planners....

Annuities and life insurance form the bedrock of solid financial plans

Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels....

How Americans are getting financially stronger

Saving more and spending less — all while finding joy. Americans are walking a balance, but doing it confidently....

Can $1 million last through retirement?

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....

Student loans hit Gen Z—monthly payments now over $500

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....

Summer glam, now bundled: How travel platforms are going full-service

From in-home chefs to curated spa getaways, travel companies are redefining vacation convenience at a click....

What makes a millionaire? 30 revealing stats for 2025

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 ...

Money meets lifestyle: Consumers spend $2.1 trillion on experiences

Increasingly consumers are putting their money where the memories are, investing disposable income in authentic experiences that resonate emotionally....

Proposed Law Would Mandate Automatic Enrollment Into Medicare Advantage

Proposed law would automatically enroll some people in Medicare Advantage plans and lock them into that plan for 3 years....

Investment Red Flags You Can’t Afford to Ignore

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...

Average 401(k) Match: Do You Work for a Generous Company?

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....

How Advisers Can Steer Their Clients Through Market Storms (and Strengthen Their Relationships)

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...

Stablecoins are on the rise. What could it mean for investors?

This digital currency is gaining momentum based on its potential for greater stability, and pending legislation may help boost it into the consumer mainstream....

Robotaxis hit the road in more American cities

Autonomous driving expands into new cities like Atlanta and Austin, as partnerships look to fuel faster growth....

Amazon Prime Day 2025: What’s Worth Buying and What to Skip, According to These Top 5 Deal Guides

The summer onslaught of deals is here. Prime Day 2025 kicked off at 12:01 a.m. PST on July 8 and ... Read more...

Social Security Email About 'Big Beautiful Bill' Tax Changes Sparks Confusion

Here’s what’s really happening with taxes on Social Security benefits under Trump’s new tax plan....

Prior Authorization Coming to Traditional Medicare Starting in 2026

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....

13 College Majors That Lead to the Lowest Salaries

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...

17 Habits That Quietly Build Wealth

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...

New Social Security Commissioner Politicizes The Trusted Agency

trends and policies are happening to Social Security that suggests the agency is becoming more politicized...

Cash Balance Plans: An Expert Guide to the High Earner's Secret Weapon for Retirement

Cash balance plans offer business owners and high-income professionals a powerful way to significantly boost retirement savings and reduce taxes....

Big Beautiful Bill Estate Planning Ideas

The Big Beautiful Bill changes your estate planning. What should you do now? What is different? More access (SPATs and DAPTs), more flexibility, non-grantor trusts....

The Emotions Behind Short-Term Trading: The Other 5% of Your Money

This was my first attempt at short-term trading, trying to take advantage of market volatility with a strategy to score some quick cash. The post The Emotions Behind Short-Term Trading: The Other 5% o...