Wealth Management

Dollar cost averaging takes some of the guesswork out of investing in the stock market.

The Markets (first quarter through March 31, 2026)

An income-driven repayment plan takes into account a borrower's income and family size when calculating a monthly payment amount.

The Act provides certainty and stability by making permanent a host of tax provisions that would otherwise have expired at the end of 2025

International conflicts and other global events dominated the news in early 2026.

The Markets (as of market close February 27, 2026)

Taxpayers may now benefit from a new annual deduction of up to $10,000 for interest paid on qualifying new auto loans.

Military families face plenty of financial challenges.

The U.S. stock market delivered a strong performance to kick off 2026.

A financial wellness checkup can help you identify patterns that keep you stuck with bad habits and open the door to new behaviors that move you closer to financial stability.

Here is an overview that may help clarify any questions you have about the new law and taxing Social Security benefits.

To gauge your knowledge, take this brief quiz: Are the following statements true or false?

The year 2025 was extraordinary for the economy and the markets.

Top Tax Scams in 2025

Now that your child is in college, you might qualify for one of two education tax credits.

2026

The Markets (as of market close November 28, 2025)

Here is a summary of the new provision and the occupations that will be affected.

Certain retirement plan and IRA limits rose for 2026. These tables offer an overview of the changes.

You'll need to evaluate your new financial position and consider how your sudden wealth will affect your financial goals.

The Markets (as of market close October 31, 2025)

There are five estate planning documents you may need, regardless of your age, health, or wealth.

There are two possible ways that retirement funds can be rolled over.

A successful investor strives to enhance gains and reduce losses.

The Markets (third quarter through September 30, 2025)

When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one.

In investing, "time horizon" refers to the amount of time you have to pursue a financial goal.

The tax consequences of making a mistake can be significant.

Understanding how the two work can help you put together a portfolio that targets your specific needs.

You may be looking to make debt repayment easier. Debt consolidation may be the answer.

The Markets (as of market close August 29, 2025)

By learning as much as you can about Medicaid right now and planning appropriately, you may be able to create a more comfortable future.

In this article, we’ll highlight many expenses young adults tend to overlook and provide tips to ensure your budget is realistic and tested.

In this article, we’ll help you discover and evaluate employer benefits so you can make an informed decision that supports your day-to-day needs and long-term goals.

Whether you're running your own business or working as an independent contractor, you'll soon realize that working for yourself isn't just another job, it's a way of life.

The Markets (as of market close July 31, 2025)

Here are some practical tips to help you navigate these discussions.

Which Solutions Do Americans Support?

The Markets (second quarter through June 30, 2025)

Does it seem like you're never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals.

Every May, interest rates on federal student loans are reset for the upcoming school year. The rates are calculated by combining the yield on the 10-year U.S. Treasury note with an additional fixed amount set by Congress.

If you expect to receive an inheritance one day, these tips may help you better manage your financial windfall.

At any age, health care is a priority. But when you retire, you should probably focus more on health care than ever before. That's why it's particularly important for women to factor in the cost of health care, including long-term care, as part of their retirement plan.

Social Security provides other important benefits too, including disability and survivor benefits that can help you and your family members.

The Markets (as of market close May 30, 2025)

As baby boomers approach retirement and begin to focus on income-producing investments, the long-term demand for high-quality, reliable dividends is likely to increase.

A history of payment pauses and court challenges.

Become familiar with the basics of planning now, and your future self will thank you for being responsible.

With a financial plan in place, you'll be better able to focus on your goals and understand what it will take to reach them.

The Markets (as of market close April 30, 2025)

Target-date funds are not as simple as they appear to be. Like all investment options, they have strengths and weaknesses.

The Markets (first quarter through March 31, 2025)

On February 1, 2025, President Trump authorized an additional 25% tariff on all goods entering the United States from Canada and Mexico and an additional 10% tariff on all goods from China.

If you procrastinate, you might face an unexpected tax bill with little or no time to come up with the money.

Whether buying a car or purchasing a home, credit has become an integral part of our everyday lives.

Without an adequate emergency fund, a period of crisis could be financially devastating.

Roth contributions could play an important role in maximizing your retirement income.

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities.

The year 2024 was extraordinary for the economy and the markets.

From successful investors, economists, and other insightful thinkers that may help provide perspective and focus for your own investing strategy.

There are many reasons people put off drafting a will — here are four that you might relate to.

The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.

The Markets (as of market close February 28, 2025)

The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2024.

With the potential for tax-free retirement income, Roth IRAs may be appealing
investment vehicles.

This article focuses on federal student loans, highlighting current interest rates, borrowing limits, and repayment options.

Generally speaking, plan distributions prior to age 59½ may be subject to both income tax and a 10% early distribution penalty.

Deciding when to retire may not be one decision but a series of decisions and calculations.

The federal government insures certain pension benefits.

The treatment varies depending on whether the account is owned by a parent or by a grandparent.

In 2024, nearly all S&P 500 sectors posted gains in a year defined by AI enthusiasm and a robust U.S. economy.