The 40-Year Retirement Rule: How to Prepare Your Taxes for a Longer Life
The 30-year retirement rule is outdated. Is your tax strategy ready for what comes next?
Aug 02, 2026
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Retirement Can Scare You No Matter How Confident You Are: This Is How to Tame the Beast
Retirement can be nerve-racking, even if you're good with money. Rebuild your confidence by learning how retirement income, investments and taxes work together.
Aug 01, 2026
6 Financial Moves for a Happy Marriage in Retirement
Keep your relationship thriving in your golden years by aligning your money with your shared dreams.
Aug 01, 2026
REITs in Retirement: Steady Income or Too Much Risk?
REITs can offer high dividend yields and passive income for retirees, but they come with risks. Do real estate investment trusts belong in your portfolio?
Jul 31, 2026
Thinking of Retiring to Florida? These Hidden Costs Could Drain Your Budget
Retirees flock to Florida for tax breaks — but hidden costs from HOA fees to high insurance — can quickly break your retirement budget.
Jul 31, 2026
Your Gen Z Grandkid Wants a Costco Membership
Costco memberships are cool now. Here's why it's the best gift for your college-bound grandkid.
Jul 31, 2026
Ask the Tax Editor, July 31: Questions on Income Tax Credits
In this week's Ask the Editor Q&A, Joy Taylor explains the difference between refundable and nonrefundable tax credits and answers more questions from readers.
Jul 31, 2026
8 Signs You’ll Thrive in Retirement (Even If You're Afraid to Make the Leap)
Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.
Jul 30, 2026
Cut Your Taxes With Tax-Loss Harvesting in 2026
Turn market drops into lower taxes by offsetting your capital gains.
Jul 30, 2026
With the Widow's Penalty, Prevention Is Better Than the Cure: A Financial Adviser Explains Why
Don't get hit with a higher tax bill just when you've lost your spouse. You can deal with it once the worst has happened, but it's far better to plan ahead.
Jul 29, 2026
The FIRE Movement Has Changed. Here's What Financial Independence Looks Like Today
Rising housing costs, inflation and changing priorities have reshaped the path to financial independence. Here's how today's FIRE strategies differ from the original movement.
Jul 29, 2026
10 Retirement Fixes You Can Implement Today to Strengthen Your Financial Plan
Taking action in areas like tax efficiency and estate organization can help you secure your future while also allowing you the freedom to enjoy your savings.
Jul 29, 2026
I'm a Financial Adviser: My College House-Painting Job Taught Me the Best Way to Compare Professional Fees — and It Works for Financial Advice, Too
When looking for a contractor or a financial adviser, hiring based only on price is risky. These questions will help you find the right person for the job.
Jul 28, 2026
A Financial Checklist for Your 50s
Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.
Jul 28, 2026
How to Inflation-Proof Your Retirement Without Cutting Costs (You Can Even Take Your Dream Vacation)
There are no two ways about it: Inflation will affect your retirement savings. But you can plan for rising costs without losing the lifestyle you want.
Jul 27, 2026
July Fed Meeting: Live Updates and Commentary
The July Fed meeting comes as oil prices decline from wartime highs and the labor market holds steady. But inflation remains elevated, leaving many to wonder how Chair Warsh & Co. will react.
Jul 27, 2026