5 Smart New Year’s Resolutions for the Purposeful Investor: Optimize, Don’t Just Accumulate
As 2026 begins, shift your focus from saving to fine-tuning.
Estate Planning
More on Estate Planning
What You Need to Know Before Making Financial Gifts
Whether you’re giving cash or investments, be aware of the logistics and tax implications.
6 Reasons Why Tax-Gain Harvesting Is Your Most Proactive Planning Strategy
Capital gains realization reduces future tax liability and maximizes client wealth.
3 Reasons to Boost Your Charitable Giving in 2025 Before Tax Law Changes
Act now to take advantage of current tax benefits by accelerating donations, gifting appreciated assets, and using donor-advised funds.
3 Tax-Friendly Charitable-Giving Strategies for Retirees
Consider these ideas as the year winds down.
Ed Slott: Make Your Charitable Gifts Count at Tax Time
The tax and IRA expert shares tips for getting the most bang from your charitable dollars in 2025 and 2026.
A Year-End Bucket To-Do List for Your Retirement Portfolio
These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.
IRS Adds New Reporting Code for Charitable IRA Gifts
Here is how the change helps you when donating to charities directly from your IRA.
Financial Caregivers, Make Sure You Know Your Rights
Power of attorney can feel like fighting an uphill battle, but here is how families can plan to manage their loved ones’ finances when it’s time to take the keys.
Beth Pinsker: Lessons From ‘My Mother’s Money’
The journalist and author shares her personal story and gives practical tips for helping a parent through healthcare and financial challenges.
5 Financial To-Dos Before the End of 2025
Set yourself up for success as the year winds down.
6 Lessons From Losing a Friend and Colleague
Leaving a legacy and other thoughts from a life gone too soon.
How Do Taxes and Trusts Fit Into Your Estate Plan?
Estate planning attorney Jenny Rozelle discusses which asset types are best for loved ones or charity and when trusts can make sense.
How to Tackle Estate-Planning Basics in 7 Steps
Guess what? You’ve probably already started the process.
Inheriting an IRA Through an Estate
What you need to know about RMD rules.
4 Key Decisions for Early Retirement
‘Will your money last?’ isn’t the only question to consider before retiring.
Ed Slott: How Roth IRAs Can Help With Estate Planning
Tax-free income in retirement isn’t the Roth account’s sole selling point.
Suddenly Wealthy? 7 Steps to Secure Your Financial Future
How to turn a financial windfall into long-term prosperity.
How Being a Parent Changes Your Perspective on Money
Why financial socialization in early life can set you up for future financial success.
What’s Changing for Retirement in 2025?
How Secure 2.0 and inflation adjustments will affect retirement savers and spenders.
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