How to Give Stock as a Gift (And Why Tax Pros Like the Idea)
Gifting stock may provide value for your loved ones long after the holidays have come and gone.
What Is a Financial Coach and How to Become One
A financial coach is an advisor who can help you with budgeting and saving, but likely can't help you with investment decisions.
Donor-Advised Funds (DAFs): What They Are and How They Work
Here's how donor-advised funds might help you cut your tax bill and give back to the community.
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Financial Counselor: Definition, What They Do, How to Find One
Financial counselors may be able to help you with issues like saving, handling debt and finding affordable housing.
Why You Should Ask Your Financial Advisor if They’re a Fiduciary
A fiduciary must act in your best interest. Certified financial planners and investment advisors, for example, are fiduciaries who are required to avoid or disclose and manage any conflicts of interest.
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What Is a 1031 Exchange? Like-Kind Definition and Rules
A 1031 exchange can be complicated, but it has some big tax advantages. Here's how it works and what to remember.
Taxes on Investments in 2025-2026, and How to Reduce Your Bill
What you pay (and when) depends on the type of investment and a few other factors.
Certified Financial Planner (CFP): Meaning, Certification Requirements
CFPs can help you create a comprehensive financial plan, and they have the education and experience to back it up.
Types of Financial Advisors: Which One Do I Need?
Financial advisors go by many names. Cut through the noise to learn which type of financial advisor is best for you.
Investment Advisors: What They Do, Cost and When to Get One
If investing feels overwhelming, an investment advisor might help. Here's what to know before hiring on
What Is a Financial Consultant?
A financial consultant is a professional who helps clients create a game plan for their overall financial well-being.
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Average and Median Net Worth by Age: How Do You Compare?
Average net worth in the U.S. is $1.06 million; the median is $192,700, according to the Federal Reserve.
Portfolio Management: How It Works, When to Hire Someone
Portfolio management is the process of picking and maintaining investments. You can manage your own portfolio or hire a pro.
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What Is Schedule A? Claiming Itemized Deductions in 2025 and 2026
You may need to file a Schedule A if you want to deduct mortgage interest, charitable donations or other expenses.
Investment Management: How To Do It
Investment management is the process of building a portfolio of stocks, bonds and other investments based on your goals.
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Mega Backdoor Roths: How They Work, Annual Limits
If you're a high-earner who can't contribute to a Roth IRA, a mega backdoor Roth might be a solution.
Taxes on Stocks: What You Have to Pay & How to Pay Less
Learn how dividends and capital gains on stock sales can affect your tax bill, and how you can reduce what you pay.
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How to Find an Old 401(k)
When you leave a company, funds from your old retirement plan can end up in a few different places. Here's how to track down or uncover an old or lost 401(k).
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Average 401(k) Balance by Age
It's fun to compare 401(k) balance averages, but they won't tell you much about your own retirement readiness.
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5 Steps to Retirement Planning: An Introduction and How-to Guide
In five short steps, we'll give you ideas on building and managing your retirement money.
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