Strategic gifting, trusts, and direct payments can help reduce your taxable estate.

An estate plan isn’t set-and-forget. Make sure yours stays airtight by steering clear of these costly errors.

A tax-smart way for retirees 70½+ to give to charity while cutting taxable income.

HSAs can be a smart way to manage healthcare costs—if you avoid the common pitfalls that erode their benefits.

If you contact the SSA and tell them you intend to file for Social Security benefit, it might establish a record for a potential start date.

Five strategies to help you build reliable, long-lasting income throughout retirement.

Thinking of fixing everything before listing your home? You may not need to. Learn which repairs add value and which ones don’t.

We live in a world where, in select situations, one’s credit report is considered a character reference.

Checking account fees are rising fast, but smart banking moves can help you dodge ATM surcharges, monthly charges, and overdraft costs.

Opting for minimum payment could lead to a devastating cycle of debt.

Whether the retailer raises prices to meet fees or tacks on a surcharge, you could end up paying more when you swipe that card.