Lifestyle sharing
In this week's Ask the Editor Q&A, Joy Taylor answers tax questions from readers who are still awaiting their tax refunds and problems with calling the IRS.
Rather than being purely transaction-focused, advisers can help see owners through the financial and deeply personal transitions of exiting their business.
Feeling secure enough to retire can be hard to define, especially during periods of economic uncertainty, and the decision isn't always about affordability.
Taxpayers have been told for years that the IRS never sends a text message. But under 2026 digital rules, the agency can reach out for three specific reasons.
Pulling up stakes and moving your family — and your money — abroad isn't for the faint hearted, not least because of ultra complicated tax and banking rules.
It's a whole new world off base, and "retirement" means something different for those who have served.
An inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.
Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.
Preventive health spending is a type of risk management that can lower future costs while protecting your health and your money. Here's how it works.
When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.
Some core tax strategies look different when you're living single and planning for one.
"We all suffer from lifestyle creep, but you have to ... focus on wealth, frugal living and stability. It will give you peace of mind in your later years."
You're supposed to slow down in retirement, but many do the exact opposite. Here is why treating retirement like a full-time job is a big mistake, and what you can do instead.
You're ready to get serious about money. But what kind of goals are realistic and important at this stage in your life?
Losing a spouse is hard enough without the stress of managing finances. This framework will help you cope in the days, weeks and months following your loss.
Medicaid Asset Protection Trusts can help protect your savings from being drained by long-term care costs, ensuring assets remain available for your family.
Waiting until 70 to claim Social Security has its benefits, including maximizing your paycheck, but there are also valid reasons why you shouldn't wait.
In this week's Ask the Editor Q&A, Joy Taylor answers tax questions for investors, including queries on capital gains and qualified small business tock.
Managing variable income is much less stressful when you build your budget around your lowest typical earnings, and use automated systems for savings and taxes.
Millions of Americans have no protection for unexpected health costs in retirement. The answer isn't health insurance.