Prepare for financial milestones and events

Saving for retirement

Retire with Fixed Indexed Annuities

Fixed indexed annuities can offer those in or near retirement a balance of security and potential growth. Let's explore what they are and how they work.

March 28, 2023

Is Crypto Good for Retirement?

Some 401(k) plans may soon offer Bitcoin as an investment option. Should you consider cryptocurrencies for your retirement savings?

March 17, 2023

Retirement Match From Uncle Sam

The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.

March 15, 2023

In retirement

4 Retirement Risks to Avoid

The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.

March 10, 2023

Bucket Strategy for Retirement

Learn about the "bucket approach," a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.

March 01, 2023

Handling Common Retirement Fears

Preparing for retirement can feel like an intimidating task. However, there are some things you can do to reduce common fears.

March 01, 2023


Taxes on Wash Sales and More

For end-of-year tax planning, traders and investors should know how wash sales, constructive sales, short positions, and Section 1256 contracts could impact their taxes.

March 27, 2023

4 Common Tax-Filing Mistakes

Watch out for these common errors when preparing your tax return.

March 24, 2023

Tax Tips for Traders

Traders have special tax considerations, including Schedule D, Form 8949, Section 1256 contracts, and collectibles tax treatment. Here are a few tips for tackling the extra filing.

March 17, 2023

College and education

Coverdell Savings Accounts

Coverdell Education Savings Accounts can provide more flexible investing options compared to 529 college savings plans.

March 03, 2023

Costly College-Saving Mistakes

A 529 college savings plan offers many advantages, but it can come with some surprising pitfalls. Here are five mistakes to avoid.

March 02, 2023

College Custodial Accounts

Custodial accounts may not offer the tax benefits of 529 plans, but they can be used to fund expenses that 529 plans don't cover.

February 24, 2023

Estate planning

Start Your Estate Plan Early

No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.

March 22, 2023

Should You Disinherit a Child?

Family rifts sometimes lead to estrangement—resulting in thoughts of disinheritance. But consider the consequences before you exclude a loved one from your estate.

March 10, 2023

Handling an Inherited Business

Inheriting a business can be a great honor—and potentially a great burden. Here's how to assess its viability and navigate the tax bill.

March 10, 2023