Beware the Fine Print in “Free” Trials

Here’s what to watch out for in the fine print when you see a free-trial offer.

Mutual Funds & ETFs

Artificial Intelligence Fuels These Two ETFs

Spending on Artificial Intelligence is expected to soar, creating opportunities for investors in these two ETFs.

The Pay-Less-Tax Man

What You Need to Know About Capital Gains Taxes

Understanding the best ways to minimize capital gains tax can get complicated. Here’s help.

The Economy

Are You Ready for the Next Recession?

The Great Recession that ended more than a decade ago had financial ripples that are still felt today. Many Americans are still struggling.


The Best Bank Accounts to Boost Your Yields Now

As interest rate increases have stalled, some money-market, savings, checking and CD accounts still offer attractive yields. Here are the best.

Retirement Planning

New Rules Proposed for Retirement and Education Savings Plans

Vital reading for people with 401(k)s, IRAs, 529 plans to understand how proposed new federal legislation would affect people with 401(k)s, IRAs and 529 plans.


New Broker Rules Provide False Promises of Protection

New SEC rules to shield against broker conflicts of interest do little to protect you. Here’s how to make sure you’re safe.

Wealthy and Wise

How to Head Off Costly Battles Over Wills and Trusts

By taking these actions before you die, it’s often possible to avoid conflicts over wills and trusts after you die.

Retirement Planning

Are You Putting Your Retirement at Risk by Helping Your Kids?

Knowing when to cut financial ties with your adult children can be a difficult decision. Here’s what a new study says.

Retirement Planning

The All-Dividend Portfolio

This strategy does a great job of providing retirement income in today’s low-rate, high-risk investment environment.


No-Fee Mortgages May Cost Extra

Some mortgage lenders offer $0 origination fees or speedy process, but the loan terms may not be the most attractive.

Mutual Funds & ETFs

New ETFs Limit Losses

A new type of ETF limits your possible losses. One version won’t let you lose more than 10%.

The Pay-Less-Tax Man

Understanding the Complicated Tax Rules Regarding Children

Tax rules regarding children often defy logic, but there are ways to lower the tax bite.

Buying & Selling

How to Sell Your Home in a Changing Market

These fix-up, pricing and sales strategies help homeowners appeal to more potential buyers…and make more when they sell.

Retirement Planning

A Retirement Crisis of Confidence

Not many people seem confident in their retirement plans, but there are some companies that are making investors happy. Here’s what you need to know.