CATEGORIES

INTERVIEW: PLANNING SUMMER TRAVEL? YOU'LL HAVE LOTS OF COMPANY

To save money, book your tickets well ahead of time, use technology and avoid popular destinations.

Retirees Are Less Satisfied

RECENTLY, I wrote about the results of the Retirement Confidence Survey, conducted annually by the Employee Benefit Research Institute (see \"Living in Retirement,\" Dec.). EBRI followed up with a deeper dive into spending trends among retirees with its 2024 Spending in Retirement Survey. I spoke with Bridget Bearden, research and development strategist with EBRI and author of the study, about its conclusions.

A Smart Way to Empower People With Disabilities

An ABLE account can improve your loved one’s quality of life.

WHY YOU MAY NEED A MEDALLION STAMP

Transferring securities from one account to another often requires this extra step.

THE HIGH STAKES OF A TRADE WAR

INFORMATION ABOUT THE MARKETS AND YOUR MONEY

DON'T PAY MORE THAN NECESSARY TO PREPARE YOUR TAX RETURN

Many DIY taxpayers have access to free options, but whether you qualify depends on the fine print.

IS A ROBO ADVISER RIGHT FOR YOU?

Use our guide to assess the growing array of low-cost, computer-driven investment managers.

THE BEST REWARDS CREDIT CARDS

Whether you want simple cash-back rewards or points to put toward travel purchases, we have something for you.

WHAT RETIREES NEED TO KNOW ABOUT TAXES

Take steps to avoid a surprise tax bill and underpayment penalties.

How to Survive Market Mayhem

AMONG my missions is to advise smart readers against doing dumb things out of haste or panic.

TEACHING HOW TO REPAIR RATHER THAN REPLACE

Through this group's workshops, volunteers help community members fix household items.

TRY THESE TURNAROUND STOCKS

A struggling company with a strong makeover plan can pay off for intrepid investors.

HOW TO HELP VICTIMS OF LOS ANGELES WILDFIRES

Recovery could take years, and victims will need assistance long after the fires have been extinguished.

FUND INVESTORS: DO A LITTLE DIGGING TO KNOW WHAT YOU OWN

Investors should make sure to read the prospectus carefully and look under the hood at the fund's actual holdings.

In Defense of Defense Stocks

OVER the past few years, global wars have been on the rise. Russia's invasion of Ukraine, a sovereign European nation, has killed hundreds of thousands and cost hundreds of billions of dollars. The October 7, 2023, attack by Hamas has led to death and destruction not just in Israel and Gaza but in Lebanon, Syria, Yemen and Iran. The Armed Conflict Location & Event Data index shows that global conflicts have doubled in five years.

WHAT TO EXPECT IN THE HOUSING MARKET

Most likely, mortgage rates will stay above 6%, and home prices will climb moderately. But that shouldn't dissuade buyers who are ready to make a move.

TEMPER THE RISK IN YOUR TECH STOCKS

A recent rout in AI stocks has some investors thinking more defensively.

Beat the Market? Not Likely

IN 1963, the columnist Jimmy Breslin wrote a delightful book about the initial, disastrous year of the New York Mets.

IS 2025 THE YEAR WORKERS WILL RETURN TO THE OFFICE?

Managers want to cut back on remote work, but many employees value flexibility.

THE OUTLOOK FOR HOME AND AUTO INSURANCE

Premiums may not increase as much as in recent years, but the industry remains under pressure.

FINANCIAL STOCKS SHOULD PAY OFF

But investors must be choosy about where to put money in this broad sector.

IGNORING THE BULL-MARKET BANDWAGON

This investing veteran remains wary of stocks.

Be Careful With Interval Funds

YOU may have been hearing more often about interval funds.

WHY YOU SHOULD TAKE EXTRA CARE WITH YOUR TAX RETURN

You can minimize your tax bill and avoid unwanted attention from the IRS by watching out for common errors and oversights.

The Benefits of Sharing a Bank Account With Your Parents

Opening a joint account provides a way to monitor an older person's finances.

THE POWER OF EVERYDAY CHARITABLE GIVING

This group is on a mission to understand the declining number of donors and volunteers—and to enact change.

SHOULD YOU MAKE THE SWITCH TO SOLAR ENERGY?

Outfitting your home with a solar power system can slash your electric bill-and federal tax credits have made the conversion more attractive than ever.

SET A COURSE FOR EARLY RETIREMENT

Planning ahead can help you avoid some common obstacles.

SOME STATES ARE EXPANDING PROPERTY TAX BREAKS

Voters in several states approved ballot measures providing relief to seniors and other homeowners.

SAVE MONEY WITH A PREPAID PHONE PLAN

These plans come without surprises—and they’re often budget-friendly.