Without an estate plan, probate can tie up your money for anywhere from three months to five years. Your family... more

Research suggests that, when you invest in a 401(k), the tax break earns you an extra 0.73% each year. But... more

Over a 10-year period through 2022, the average investment fund returned 7.7%. But the average person invested in those funds... more

Compelling options to save for retirement, including the mega backdoor Roth, exist. But only if you have access.  Kevin Mahoney,... more

We can’t do much to prevent investment losses. But we have choices after an investment setback.   Kevin Mahoney, CFP®,... more

When your child makes a little money, the IRS will view the cash in their wallet as “earned income.”  ... more

You’d probably love to save more money. What part of your finances would that break, though?   Kevin Mahoney, CFP®,... more

Our retirement feels so far in the future.   Yet, our retirement finances aren’t a complete unknown. Even at young... more

You’re probably not making the most of your health savings account (HSA). Most likely, no one taught you that your... more

Amid unfavorable circumstances, Claude Monet focused on what he could control. He and his Impressionist peers launched an independent, competing... more