Way before selling your business, you can align tax strategy, estate planning, family priorities and investment decisions to create flexibility.
Legislative changes, such as shifting tax brackets or altering retirement account rules, could affect your nest egg, so it'd be prudent to prepare. Here's how.
Deciding when to claim Social Security is a complex, high-stakes decision that shouldn't be based on fear or simple break-even math.
Individuals and businesses should work closely with their financial advisers to refine tax strategies this season in light of these five OBBBA changes.
If you've claimed Social Security too soon, two SSA rules allow a do-over. But be warned: Using them clumsily can lead to surprise repayments or lost benefits.
It's time to move away from the 4% rule and the 60/40 portfolio to an adaptable, tax-diversified strategy focused on reliable income and longevity.
This legendary songwriter’s lyrics provide the perfect roadmap for finding passion and purpose in retirement.
Embrace smaller, luxury ships for exceptional service, dining and amenities. You'll be glad you left the teeming hordes behind.
"Making $1 million was never a goal, but maybe it should have been. I simply wanted to be debt-free and never worry about money."
Letting a relative stay in a second home or inherited property can quietly change your insurance coverage and leave you exposed to costly liability claims.
Family phone plans aren’t just for parents and kids anymore. Here’s who can share a plan, how much you can save and what to watch out for before you bundle.
Psychology and money are linked. Learn how you can use this to help you save more throughout 2026.
The Lefant M3 Max with mopping function and cleaning station is already available for around $350, making it very affordable compared to many other robot hoovers. But is it worth buying? In our Lefant...
If you've made a financial plan, congratulations, but have you reviewed it recently? Here are six reasons why your plan needs regular TLC.
A simple checklist to keep your number, avoid delays and protect your phone plan deals.
The Letter editors review the projected pace of the economy for 2026. Bigger tax refunds and resilient consumers will keep the economy humming in 2026.