After all the saving and planning you have done, what should you do if there is still money left over in your child’s 529 plan?

A Health Savings Account allows you to set aside pre-tax money to pay for qualified medical expenses like doctor visits or prescriptions.

Against the backdrop of heightened political uncertainty and lower consumer sentiment, investors may have concerns about a recession.

An enduring investment philosophy with investment discipline can increase the odds of having a positive financial experience.

Welcome to the age of the finfluencer, a social media influencer who broadcasts their takes on investing and other financial topics.

Sudden market downturns can be unsettling. But historically, US equity returns following sharp downturns have, on average, been positive.

During ups and downs in the markets, it is helpful to zoom out and view market returns over the longer term.

Pain that investors may be feeling from current volatility reflects markets setting prices such that expected returns are always positive.

When markets feel as shaky as they do now in the United States, it is normal to ask: Is this time different?

Market volatility can be unnerving, even when you have a solid plan backed up by an investment philosophy you believe in.

When you initiate a credit freeze, you stop lenders from accessing your credit report.

A financial advisor can provide the perspective investors need to tune out the daily noise and stay focused on a long-term plan.

For some investors, Fed watching means trying to predict decisions to be made months in the future.

Whether you have kids, grandkids, or nieces and nephews, these youngsters have an enormous asset on their side in terms of investing: time.

Investment opportunities exist all around the globe, but it is exceedingly difficult to figure out which markets are likely to be outperformers.

Tax season is not the most joyful time of year, but it is certainly one of the most important.

Making sound financial decisions often involves embracing counterintuitive strategies. Let’s take a look at a few examples.

One focal point following the presidential election is a potential increase on tariffs for goods produced outside the United States.

A key to successful investing lies in working smarter, not harder. Let’s take a look at an investing plan for 2025.

Discussing lump-sum investing vs. dollar-cost averaging, let’s look at when dollar-cost averaging may be preferred.

In a match-up between lump-sum investing vs. dollar-cost averaging, which is the better bet?

Market performance in 2024 reflected the power of human ingenuity, which kept the economic engine going.

Let’s focus on actionable strategies to manage money scripts, flip unhelpful patterns and build healthier financial behaviors.

End the year strong. Review your finances, maximize savings and explore tax-smart strategies for a confident start to the new year.

One concern about the increasing popularity of index funds is whether the decline in active management has impacted the function of markets.

Discover the hidden influences on your financial decisions, and how they impact saving, spending and investing.

The Consumer Sentiment Index is sometimes viewed as a beacon of how investors feel about the direction of the economy.

What happens when a mutual fund or ETF becomes obsolete? The most common and straightforward outcome is a liquidation.

Another election day has passed. It is hard to know what will happen between now and the inauguration, let alone what awaits us beyond.

Let’s contemplate some of the tried-and-true steps to help better prepare your financial affairs for when disaster strikes.