Financial Articles

If you’re unfamiliar with the “50 Percent Rule,” it’s a practical guideline that can be leveraged to help you make balanced, nonbinary financial decisions.

Are your loved ones prepared to handle your affairs if you were to pass unexpectedly?

You make tradeoffs when managing financial risks. Every decision involves balancing competing concerns, which are uniquely personal to you.

In the 1960s, a Japanese pedometer company popularized the idea of walking 10,000 steps a day for health, though no scientific evidence initially supported this target.

As the year draws to a close, you might be exploring strategies to manage your required minimum distributions (RMDs) and minimize tax liabilities for 2024.

According to philosophy professor Lorraine Besser, living a “good life” involves more than just happiness and meaning; it also requires cultivating psychological richness through interesting experiences.

As the year wraps up, it’s an ideal time to reflect on your financial and personal priorities—especially the often-overlooked area of estate planning.

Despite careful planning, financial setbacks and surprise expenses can arise at any time. Here, author Darnell Mayberry explores how money problems can take a significant emotional toll.

How can the nature of investment risk impact your long-term financial success?

If you’ve ever heard a long-term care (LTC) horror story, for many retirees, it’s enough to cause fear of spending or making charitable gifts during their lifetimes.

You're approaching the most popular time of the year to set goals, but as you do, it’s important to ask yourself: Are your goals truly personal and meaningful?

While saving for retirement is relatively simple, paying for it can be complex, largely due to the tax code.