CATEGORIES

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.

WHEN YOUR HOUSE IS ALSO YOUR BANK

You can use home equity to pay off high-interest debt or improve your home, but it’s important to understand the risks.

WHAT TO DO WHEN YOUR ETF CLOSES

EVERYBODY knows starting a restaurant is a risky business.

EMPOWERING FAMILIES WITH FINANCIAL PLANNING

Through her pro bono work, this CFP provides free help with budgeting, saving and more.

THE ALLURE OF SHOULDER SEASON TRAVEL

SHOULDER season can be a great time for a vacation.

A TOOL 10 ADD 10 YOUR ID THEFT ARSENAL

Credit-monitoring services can help you detect fraud quickly.

Give the Gift of Life Insurance

Show your love for your sweetheart by protecting against disaster.

WATCH OUT FOR NUDGES THAT STEER YOU TO TRADE TOO MUCH

ANYONE who has shopped for groceries with a toddler knows to be on high alert for the impulse items the store has thoughtfully placed at a child's eye height.

Lessons for Retirement Success

CHRISTINE Benz is director of personal finance and retirement planning for Morningstar and author of How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement (see a related podcast at Morningstar .​com).

GET THE RIGHT ADVICE IN RETIREMENT

If you've saved up a decent-size nest egg with a financial services firm, chances are good it has offered you financial advice-for a price. Is it worth it?

SHIELD YOURSELF FROM FRAUD

RECENTLY, one of my clients shared a harrowing experience.

CHECK YOUR COLLEGE'S FINANCIAL HEALTH

Declining enrollment has forced a growing number of small colleges to shut down.

ESTATE PLANNING - Protect Your Wishes and Your Legacy

NO one likes to imagine getting seriously ill, injured or worse, but these occurrences are a reality of life.

Aim for the Middle of the Curve

THE interest rate picture is clearing up, and so is my judgment as to where to find the most reward for the least risk.

How to Hedge Against Tariffs

In keeping with the newly elected president's motto of \"promises made, promises kept,\" Donald Trump can be expected to boost tariffs on imports in the coming months.

IS A LOST DECADE AHEAD FOR STOCKS?

Some Wall Street strategists foresee stagnant returns, but not all agree.

THE PROS AND CONS OF PRIVATE DEBT

Acting as banker to nonpublic companies can be lucrative for intrepid investors.

CASH IN ON THE INFRASTRUCTURE - BUILDING BOOM

Consider these stocks and funds to make the most of the U.S industrial renaissance.