Your Secret Weapon for Smarter Investing
Featured

Your Secret Weapon for Smarter Investing

A simple diversification rule that helps investors balance risk, conviction, and long-term portfolio resilience.
What Kind of Financial Advisor Do You Need? Here’s How to Decide
Featured

What Kind of Financial Advisor Do You Need? Here’s How to Decide

Not all financial advisors are the same—here’s how to choose the one that fits your goals.
What You Need to Know About Gifting Trusts
Featured

What You Need to Know About Gifting Trusts

Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
7 Ways to Rein In Holiday Spending
Featured

7 Ways to Rein In Holiday Spending

With a little planning and restraint, you can enjoy the holidays without blowing your budget.
How to Help Save for Your Grandkids’ College Education
Featured

How to Help Save for Your Grandkids’ College Education

Helping grandchildren with college costs? Here’s how to decide whether to fund a 529 plan all at once or over time.
The Epoch Times
The Epoch TimesThe Epoch TimesThe Epoch TimesThe Epoch Times
Your Secret Weapon for Smarter Investing

Your Secret Weapon for Smarter Investing

A simple diversification rule that helps investors balance risk, conviction, and long-term portfolio resilience.
What Kind of Financial Advisor Do You Need? Here’s How to Decide

What Kind of Financial Advisor Do You Need? Here’s How to Decide

Not all financial advisors are the same—here’s how to choose the one that fits your goals.
What You Need to Know About Gifting Trusts

What You Need to Know About Gifting Trusts

Smart gifting strategies—including trusts—can help you pass on wealth while minimizing gift and estate taxes.
How to Protect Your Finances If You Become Incapacitated

How to Protect Your Finances If You Become Incapacitated

A few simple legal steps can safeguard your money, medical decisions, and family if you become unable to manage them yourself.
Estate-Planning Moves Every Retiree Should Make

Estate-Planning Moves Every Retiree Should Make

Retirement is the right time to review wills, trusts, beneficiaries, and tax strategies to protect your assets and loved ones.
Don’t Settle for a Subpar Health Savings Account

Don’t Settle for a Subpar Health Savings Account

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

Protecting Your Right to Benefits

If you contact the SSA and tell them you intend to file for Social Security benefits, it might establish a record for a potential start date.
Retirement Income Strategies for the Long Haul

Retirement Income Strategies for the Long Haul

Five strategies to help you build reliable, long-lasting income throughout retirement.
How to Help Someone You Love Build a Good Credit Score

How to Help Someone You Love Build a Good Credit Score

These days it’s important for every adult to own one good, all-purpose credit card for the purpose of maintaining a high credit score.
7 Ways to Rein In Holiday Spending

7 Ways to Rein In Holiday Spending

With a little planning and restraint, you can enjoy the holidays without blowing your budget.
A Guide to Launching a Successful Business After 50

A Guide to Launching a Successful Business After 50

Starting a business after 50 may be less risky—and more rewarding—than you think.
How to Give Better Holiday Gifts

How to Give Better Holiday Gifts

Research shows that practical, flexible gifts often beat flashy surprises when it comes to long-term happiness.
Opting for the Minimum Payment Changed My Life

Opting for the Minimum Payment Changed My Life

Opting for minimum payment could lead to a devastating cycle of debt.
Merchant Credit Card Fees Passed to Consumers

Merchant Credit Card Fees Passed to Consumers

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