The 2026 filing season is shaping up to be a year of "refund whiplash." While the IRS reports an average federal tax refund ...

Does offering private capital in 401(k)s represent an exciting new investment opportunity for "the little guy," or an opaque ...

Several contract medical professionals reached out to say that one of their bosses first tried to force them to take unpaid ...

Poisoned” artificial intelligence can give untrustworthy advice about finance, health and lots more. Here’s how to fend off the growing threat.

The IRS launched its Zero Paper Initiative last year to speed up paper tax return processing. The project isn’t going well.

Another report from Fidelity's Center for Family Engagement found 76% of the next generation wants to know whether they're named beneficiaries, but only 35% of Baby Boomers feel they need to talk with ...

I'm a retirement writer. Three deceptively simple questions helped me focus my retirement and life priorities.

AI can be a powerful specialist that executes well, but remember that it sometimes sounds smarter than it is, especially when ...

If you're overwhelmed by financial planning, a long list of to-dos won't help. Find clarity by focusing on three steps, built ...

Estate plans aren't as effective as they can be if tax plans are considered separately. Here's what you stand to gain when ...

When financial anxiety keeps you up at night, money isn't usually the root cause of the problem. Identifying the real demons ...

Teaching your kids to invest early will help them build a solid financial future. Here are five ways to get them started.