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Here’s where you can find valuable information on personal finance topics to help you manage any decision in your life with a dollar sign.

Latest articles

What Are Trump Accounts? Eligibility, Tax Benefits and Contribution Rules

And should my child or grandchild have one?
2026 Economy Outlook: Strong Markets, Inflation and AI Concerns

At the halfway point, we’re seeing strong markets but strained households.
What Is a Capital Gain Distribution and How Is It Taxed?

Your funds can generate a tax bill even if you haven’t sold anything.
California’s Long-term Capital Gains Tax

A clear guide to federal rates, California rules and strategies that may help reduce your tax impact.
Market Volatility: Why Staying Invested Matters

Staying focused on your long-term goals can help you navigate short-term stock market swings.
Inflation, Market Volatility and Your Financial Plan: What to Know Now

How a diversified, long-term approach can help you stay focused – even when markets and headlines feel uncertain.
The Power of Patience in Investing

What to do – and what to avoid – when your portfolio returns decline.
Should You Pull Money Out of the Market? How to Invest During Volatility

Stick to an investment strategy so you don’t feel the need to react to market volatility.
What Is Cost Basis? How It Impacts Investment Taxes

It’s a key number that determines how much of your profit you keep.
Elections and Markets: What Decades of Data Reveal About Investing

Politics matter, just not so much for investing.
Understanding Capital Gains Tax in New York

Implications, exemptions and tax mitigation strategies.
Student Loan Changes Coming July 2026: What Borrowers Need to Know

Act now to understand how the changes may affect you and your student loans.
What’s Really Going on with Jobs Right Now? AI, Inflation and the Split-Screen Economy

Working in the “split-screen” economy.
How to Reduce Financial Stress and Build Confidence

Simple habits, reducing friction and choosing progress over perfection.
Married Filing Separately: Pros, Cons and Tax Rules

The tradeoffs to consider before choosing separate tax returns.
Why You and Your Partner Fight About Money – And What to Do About It

Money scripts may be at the root of money beliefs in relationships.
Why Energy Independence Doesn’t Stop Rising Gas Prices

Global oil markets still drive gas prices – and that keeps prices volatile for households.
Inflation After the Peak: What Higher Prices Mean for Bonds and Stocks

And will it ever go away?
The Benefits and Pitfalls of Mental Accounting

How shifting your mindset can help you treat money differently.
Mega Backdoor Roth IRA: A Powerful Strategy for High Earners

For high earners and big savers, it can be a powerful tool.
Avoid Overpaying for Insurance: 7 Policies to Know

Stay covered, but only for what you need.
How Much Money Do I Need to Retire?

Curious about building your nest egg? This guide will help you prepare for what’s next.
401k Contribution Strategy: A Secret to Retirement Success

Why reviewing your 401k contributions can make a meaningful difference.
Equity Compensation Explained: RSUs, Options and Taxes

From RSUs to stock options to ESPPs, here’s how they work.
Understanding Capital Gains Tax in Washington

Implications, exemptions and tax mitigation strategies.
Tax Planning Checklist

After tax season ends, tax planning can begin.
What Is the Alternative Minimum Tax?

Understanding rules, triggers and why it might impact you in 2026.
When Can You Take a 401k Hardship Withdrawal?

The rules, risks and real-world implications of raiding retirement money
The Power of Diversification in Volatile Markets

Anchoring to the “right” diversification can help keep portfolios afloat
Work From Home Tax Deductions Explained

Find out if you qualify for work from home tax write-offs.
What Is a Pass-Through Entity Tax (PTET)?

How PTET works, why states offer it and how it could reduce your taxes
How to Plan for Retirement Community Costs and Assisted Living Expenses

Understanding costs, contracts and care levels.
How Much Does It Cost to Raise a Child?

Sticker shock, real-life budgets and what you can actually plan for.
Building Credit for Young Adults: A Parent’s Guide

Strong credit is more crucial than ever; parents can help give their kids a head start.
Helping Your Child Buy a House: Smart Planning Steps

Keep in mind taxes, credit impacts and family harmony.
Financial Planning After Major Life Changes

Financial planning can do the most good when life flips the script.
Family Caregiver Agreements: What Families Need to Know

The legal, financial and emotional benefits of putting it in writing.
Tender Offer Explained: What Investors Should Know

The mechanisms, motives and what to consider if you receive one
Strategies to Navigate the One Big Beautiful Bill Act Updates

There are some key tax changes worth considering.
Capital Gains Tax in Arizona

Implications, exemptions and tax mitigation strategies.
Understanding Capital Gains Tax in Maryland

Implications, exemptions and tax mitigation strategies.
Washington Estate Planning Guide: Help Protect Your Assets and Legacy

How to plan for the inevitable in the Evergreen State.
Cost of Living in Virginia for Retirees

A thoughtful look at expenses – from homeownership to taxes – in the Old Dominion State
What is Tax-Loss Harvesting? We answer your questions

The important nuances to know about this tax-efficient strategy.
Capital Gains Tax in Georgia

Implications, exemptions and tax mitigation strategies.