How to Plan Charitable Giving in 2025 for Maximum Tax Benefits
Studio Romantic/ShutterstockDonating to charity isn’t just an act of kindness—it’s one of the few ways to control how much you…
Know Your Wealth Multiplier by Age
Can you see your financial future in simple, concrete terms? One idea that clicks fast is the wealth multiplier factor.…
Financial Advisors Don’t Talk About These 9 Things
It’s been a long time since I was a financial advisor. After starting at a regional firm that was eventually…
The Smartest Ways to Pay for a Major Home Renovation
Watchara Ritjan/ShutterstockResidential home improvement projects continue rising in the United States, even as labor and material costs increase. Homeowners with…
8 Smart Ways to Beat Inflation This Year
A customer shops in an American Eagle store on April 04, 2025 in Miami, Florida. Joe Raedle/Getty ImagesInflation feels as…
The Fall Financial Checkup: Retirement Readiness Review Before the New Year
During the fall, people prepare instinctively as the days get shorter and the air gets crisper. Before winter sets in,…
How to Get Free Financial Advice (Without Getting What You Pay For)
Let’s be honest—financial advice can be expensive. Really expensive. When you’re already struggling to make ends meet or just starting…
Can Freelancers Actually Afford to Retire?
Jelena Zelen/ShutterstockAs a freelancer, you can set your own schedule, choose clients, and work wherever you like. That freedom comes…
Financial Advisor vs. Accountant: Who Do You Actually Need?
G-Stock Studio/ShutterstockEver found yourself staring at a pile of financial paperwork, wondering whether you need a financial advisor, an accountant,…
How to Invest as a Teenager, and Get a Head Start
Dmytrenko Olga/ShutterstockI wish someone had told me about investing when I was 16. But more than that, I wish someone…
Your Second Act Home: Downsizing, Upsizing, or Going Nomad?
twinsterphoto/Adobe StockThe transition to retirement is more than just a financial milestone; it’s a lifestyle change. Often, nothing reflects that…
How to Talk to Your Kids About Your Money Without Making It Weird
Despite its importance, money is one of the most avoided topics in families. A Fidelity survey of 1,900 adults ages…