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Thanksgiving is one of the few weekends when three generations of the same family have been known to sit at the same table for hours at a stretch. Conversations can cover a wide range of subjects, and sometimes the conversation turns to money, and old habits emerge...

Medicare Part B premiums for 2026 rose to $202.90 a month, an increase of $17.90 from 2025 and just under 10 percent. For higher earners, that increase compounds when a surcharge, called the Income-Related Monthly Adjustment Amount, or IRMAA, is added on top of the...

A mother in California picked up her phone last spring and heard her daughter's voice, panicked, saying she had been kidnapped and needed money sent right away.1  The voice had the right pitch and the right tone, even the small verbal habits her daughter uses...

Artificial intelligence (AI) has given financial professionals new tools that can make it faster and sharper to do some behind-the-scenes work, from research to scenario modeling of certain portfolios. AI can struggle with the behavioral and judgment work that can...

IPOs often generate excitement and headlines, but what happens after a company goes public can tell a very different story. Here’s what investors should understand beyond the buzz.

Studying abroad is one of the most formative investments a family can make. The financial side, however, often gets less attention than it deserves. In the most recent academic year, 298,180 U.S. students studied abroad for academic credit, a 6 percent increase from...

There is usually no single moment when the roles begin to shift. It may be a confusing medical bill. A missed payment. A scam text they almost clicked. A question about an account they have had for years. A conversation where they sound like themselves, but not quite...

The federal estate tax exemption remains at an all-time high. For some families, that is genuinely good news. But it may also be creating a false sense of security, especially if you live in one of the states that sets its own rules or if your estate strategy was...

A new federally created savings account for American children launched on July 4, 2026, when Trump Accounts began accepting contributions. The accounts were formally established under Section 530A of the Internal Revenue Code as part of the One Big Beautiful Bill Act....