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A Midyear Portfolio Checkup in 7 Easy Steps

Reviewing your year’s performance so far, and positioning yourself for the future.

Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning

Reverse mortgages have gotten a bad rap. Do they merit another look?

These Active Funds Take the Lead on Aftertax Returns

Firms like Fidelity and DFA are raising the bar for tax efficiency.

Should Couples Blend Their Finances or Stay Separate?

Tips on how couples can give each partner some discretion to manage their own spending through joint and separate accounts.

What You Can Expect From a Financial Advisor

Things to consider as you hire, work with, and consider parting ways with a financial advisor.

5 Common Errors to Fix in Your IRA Before the IRS Flags Them

Audit your IRA before the Internal Revenue Service does.

Scott Rick: Are You a Tightwad or a Spendthrift?

A researcher discusses what shapes our money personalities and how financial disposition affects relationships.

5 Takeaways on the 529 Savings Plan Landscape

Our annual look at 529 industry movements in assets, fees, and more.

Cerulli’s Andrew Blake: What Advisors Need to Succeed in a Competitive Market

An industry watcher reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.

What I Learned Investing My Mom’s IRA

A target-date fund isn’t necessarily an easy answer for a retirement account.

Morningstar’s Top-Ranked 529 Plans

Two high-quality 529 plans stand out from the rest in 2024.

Tips for Navigating the New FAFSA

The revamped financial aid application is still buggy, but don’t delay filling it out.

During Another Meme Stock Rally, Here’s Why I’m Investing Like It’s the Stone Age

Modern personal finance requires an ancient approach.

Keith Lee: ‘Revenues Are a Better Indicator of Size’ Than Stock Market Capitalization

An accomplished small-company investor talks both investing and diversity within the industry.

10 Financial Rules of Thumb You Don’t Have to Follow

Understand your goals so you know which guidelines can (and can’t) help you achieve them.

Key Statistics About Income and Wealth for the U.S. LGBTQ+ Population

Homeownership rates are lower and poverty rates are higher, especially for transgender people and LGBTQ+ people of color.

The Psychology of Retirement Income: From Saving to Spending

Are you lost in the retirement consumption puzzle?

Are You on the Path to Financial Independence?

How to get off the treadmill of always wanting more.

529 State Tax Benefits in 2024

Should you stay in-state or shop around for an out-of-state 529 plan?

Should You Worry About Overfunding Your 529 Plan?

You can now roll over your unused 529 dollars into a Roth IRA, but there are limits.

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