2020

It’s easy to get overwhelmed when that first big medical bill arrives. Here are five dos and don’ts so you don’t pay more than you have to.

You’ve spent your kids’ entire lives saving for their college tuition – so what happens when they say they want to go to grad school, too?

How do you offer money in a way that works for everyone?

If left unchecked, debt can cost you both money and peace of mind. Here are 6 ways to get it under control and working for you.

Which individual retirement account is right for you? It depends on your circumstances.

While diversification doesn’t guarantee against loss, it is one of the most successful strategies for portfolio-building over the long term.

“In looking back, I knew it all along.”

“Your money is like a bar of soap – the more you handle it, the less you’ll have.”

Society’s views on prenuptial agreements are evolving. Here’s how prenups can make your relationship stronger.

In an era of AI-generated content, how do you separate fact from fiction?

When it comes to paying off your student loan debt, you may have more options than you realize.

During this year’s open enrollment season, take some time to make sure your benefits choices are aligned with your overall financial plan.

In addition to the relief checks, the new Covid-19 stimulus package contains adjustments to such things as charitable giving provisions, tax credits and unemployment.

As many have learned in 2020, your finances affect your mental well-being, and vice-versa. Acknowledging this is the first step toward conquering the stress.

Baird’s John Taft and Chris Merker on how ESG is evolving and what investors should watch for.

4 tips on how to financially prepare for widowhood.

With donor-advised funds, you can respond to a natural disaster in a way that fits your broader financial plans.

Investing isn’t only for the wealthy. Here’s how you can turn a weekly muffin and latte into a proper nest egg.

Women make 82 cents for every dollar earned by men. Here’s how – and why - that happens.

The COVID-19 pandemic has pushed many people into retirement earlier than they expected. Here’s how to handle the key decisions.

When do you know you’ve crossed the line from “the right amount” to “too much?”

A majority of American women say they would like to be more engaged with their finances. Here’s how you can remain in control of your money.

Thinking about a home improvement? Here are a few that could actually pay off when you go to sell your home.

Where should you retire? From low taxes to high culture, here’s a quick survey of the factors to consider in choosing where you’ll spend the rest of your life.

With companies reducing grants of options or restricting company stock in their 401(k) plan, employee stock purchase plans are emerging as powerful investment vehicles.

Mike Antonelli and John Taft take on conventional wisdom behind the aging investor.

Stock options are always tricky from a tax standpoint. Here’s one way to make them work for you.

Reg BI raises the bar for investor protection while preserving individuals’ ability to choose who they work with, the products that best suit them, and how to pay for them.

Sudden wealth can be a blessing – or a curse, if not managed thoughtfully.

Mike Antonelli and John Taft turn to investing legends past and present to help make sense of these turbulent times.

Equity compensation can be complex, but don’t let your benefits go on autopilot. Here’s why it’s important to factor them into your broader wealth management plans.

Financial planning for blended families can be uncomfortable at best, but life insurance can also help you deal with the special problems of a second family.

The volatility of the last few weeks has been unprecedented and unrelenting. This puts younger investors in an interesting and even enviable position.

A financial plan must evolve with your goals, family and income level. Here's a look at how three key areas of your financial decision-making change as you move through life.

John Taft and Mike Antonelli discuss their experiences and how to avoid the most common mistakes.

Life isn’t experienced on a balance sheet – it’s about experiencing what the world has to offer.

Medicare coverage begins at age 65 – so if you’re thinking of retiring early, you’ll need to bridge the healthcare gap until then. Here are some ideas.

Making smart financial choices while raising kids on your own can require additional planning and discipline.