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Living Beyond Age 100: A Possibility With Financial Impact

Living longer raises important financial and lifestyle questions.

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AMT and Pass-Throughs Add Complex Layers to 2025 SALT Tax Planning

The state and local tax (SALT) deduction is a key sticking point in President Trump’s tax plan.

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Student Visas: Older Americans' Ticket to Living in Europe

Do you envision strolling about Europe, a book in one hand, a glass of wine in the other? You could make that happen by studying there, even if you’re older.

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Three Reasons It May Be Time for an Annuity 'Refresh'

Because of higher interest rates, inflation and newer annuity products, you could get a better deal today. Don’t wait, though: Interest rates could start falling.

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Why You Should Take Extra Care With Your Tax Return

You can minimize your tax bill and avoid unwanted attention from the IRS by watching out for common errors and oversights.

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Grandparents: How Do You Handle Gifts for the Grandkids?

Can you give generously to grandkids without spoiling them or resorting to digital gifts? Here’s how one grandmother and her friends have done it.

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Donald Trump Tests His Limits

President Encounters Legal Obstacles in Pursuit of Ambitious Agenda.

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McDonald's Stock: How Small Changes Have Led to 100,000% Returns

McDonald’s incremental operating improvements have added up over the years, sending the company’s long-term profitability soaring.

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Vacation Rental in Retirement: Should You Airbnb or Vrbo Your Home for Extra Cash?

Cash is king in retirement. That’s where a short-term vacation rental can change the income equation.

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Three Common Cash Flow Mistakes and How to Fix Them

Better cash flow management could have a bigger impact on your retirement savings than simply making more money. Here’s how to manage that.

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