2020’s Top 10 Money Moves

Mutual Funds & ETFs

“Fund of Funds” ETFs Create an Easy Investment Portfolio for You

“Fund of Funds” ETFs provide one-stop shopping for investors seeking an easy way to create a portfolio.

Cutting Taxes

The Challenge of Switching States to Save on Taxes

Residents of high-tax states who move to low-tax states may be pursued by the states they leave behind. How to do it right.

Retirement Planning

Secrets to Lowering Your Taxes in Retirement

Here are several strategies—including those that go against conventional wisdom—that will help you dramatically reduce taxes you owe the government in retirement.

Travel

“Trip Protection” May Not Provide Protection

Beware exceptions when you sign up for “travel protection” that will leave you stuck for the bill.

Bonds

Double Your Money the Safe Way

Keep this investment long enough and it will pay off big.

Estate Planning

Prepare Your Finances for an Emergency Handoff

Confusion and costly mistakes can easily occur if you don’t plan ahead for someone to take over handling your finances in an emergency.

Relationships

How to Help Your Parents Downsize

Even when you know it’s the right thing to do, helping loved ones downsize and move is emotionally charged. How to make it easier for everyone.

Mutual Funds & ETFs

Simplify Your Portfolio with One, Two or Three Funds

Instead of cramming your investment portfolio full of funds, consider consolidating.

Financial Planning

How to Raise Emergency Cash Quickly

There are various steps you can take now to bolster your cash cushion while limiting damage to your long-term financial plans.

Mutual Funds & ETFs

Avoid These Mistakes When Investing in Target-Date Funds

Some target-date funds did much better than the stock market during this year’s crash but still may be too volatile if you’re close to retirement.