Aging in place—the idea of staying in your own home as you grow older—offers both independence and comfort. But while the idea sounds appealing, the financial reality of making it happen can be more complicated than many anticipate.

By April 11, 2025, over 117 million taxpayers had dutifully filed their federal income tax returns. And they all made decisions about deductions and credits – whether or not they realized it.

Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach?

Investors are routinely warned about allowing their emotions to influence their decisions. However, they are not often cautioned about their preconceptions and biases that may color their financial choices.

While the vast majority of insurance companies use credit-based insurance scores to help determine the price of insurance, it is banned in the states of Massachusetts, Michigan, Hawaii, and California.

If you have young children, grandchildren, or other little ones in your life who are dear to you, you might consider including them in your estate plan.

In today’s digital age, artificial intelligence (AI) has transformed how we shop, communicate, and manage our finances. You might wonder: Do I still need a financial advisor? The answer is a resounding yes.

According to the U.S. Census Bureau, there were over five million new business applications submitted in 2024 alone. All individuals pursuing the dream of exercising their entrepreneurial muscles will face the same question, “Which business structure should I adopt?”

Do you have your financial and healthcare documents in place? When was the last time you updated your will? Managing your estate is an important part of long-term planning. Here’s what you need to know.

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38%.

Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are categorized as short-term gains (a gain realized on an asset held one year or less) or long-term gains (a gain realized on an asset held longer than one year).

The ownership structure of a condominium unit is different from that of a single family house. Here’s what you need to know when purchasing insurance for your condo.

Every parent wants to give their child the best possible future, and for many families, that includes higher education. But with tuition costs continuing to rise, figuring out how to pay for college can feel overwhelming.

When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.

Want to give your child or grandchild a financial head start? A Roth IRA might be a choice to consider. Read on to learn more about how doing this may benefit both of you.

It may already be April, but it’s never too late to get your finances in order. Here’s a guide on what to prepare each month to set yourself up for financial success throughout the year.

Divorce is one of life’s most challenging transitions—emotionally and financially. After years of building a shared financial life, you’re suddenly faced with untangling everything, from your finances to your future plans.

Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. For homeowners who think their local government may have assessed their property's value too high, there are ways to appeal and potentially win a lower assessment, which may save hundreds or even thousands of dollars annually in future taxes.

How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to consider.