I Tried a New AI Tool to Answer One of the Hardest Retirement Questions We All Face

As a veteran financial journalist, I tried the free AI-powered platform, Waterlily. Here's how it provided fresh insights ...

Parents and Caregivers: Don't Miss Your Roth Conversion Window

Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a ...

Ten Retirement Tax Plan Moves to Make Before December 31

Proactively reviewing your health coverage, RMDs, and IRAs can lower retirement taxes in 2025 and 2026. Here’s how.

A Broad Approach to Innovative Trends Helps This SPDR ETF Outperform

The SPDR S&P Kensho New Economies Composite's bets on transformational technologies have sparked volatility – and big gains – ...

A New Kind of HELOC Lets Homeowners Fund Remodels on Their Terms

A standard home equity line of credit (HELOC) remains one of the most common ways to fund a home remodel. It offers a revolving line of credit secured by your home’s equity, typically with variable ...