Javier Simon

Should You Invest in Cybersecurity Stocks?

In the age of AI-driven scams, cyber defense isn’t optional. It’s a booming industry. PeopleImages/ShutterstockWhat comes to mind when you think of the most important information about yourself that you wouldn’t want anyone else to ever manipulate? Your Social Security number, passwords to your...

How to Build a Tax-Efficient Retirement Income Plan

Smart tax moves can help you keep more of your retirement savings. New Africa/ShutterstockAfter working hard and saving carefully for so many years, you’re going to want to enjoy the comfortable retirement you deserve.But even if you’ve amassed sizable retirement savings thus far,...
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How to Minimize Impact of Social Security Taxes

Up to 85 percent of your Social Security benefits can be taxed—but smart planning...

New Tax Benefits for 2026

Higher deductions and fresh write-offs may mean a larger refund this filing season. Cherdchai101/ShutterstockTax...

What You Need to Know About Social Security Taxation

Vitalii Vodolazskyi/ShutterstockAfter spending your whole life working hard and paying the payroll taxes that...

How to Reduce the Impact of RMDs

Managing required minimum distributions is a key part of protecting retirement income and minimizing...

Roth Conversions: When They Make Senseand When They Dont

Panchenko Vladimir/ShutterstockA Roth IRA offers several distinct benefits. Your money grows tax-free in a...

Is an Irrevocable Life Insurance Trust Right for You?

Photo Smoothies/ShutterstockAn irrevocable life insurance trust (ILIT) can allow affluent individuals to pass on...

All You Need to Know About the Estate Tax

The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely...

Retirement-Planning Dos and Donts If Youre in Your 50s

William Potter/ShutterstockIf you’re in your 50s, you’re probably looking forward to retirement. Your careful...

The Right Investments for Retirees

If you’re in or near retirement, you may need to make some changes or...

4 Tax Strategies for High Earners Nearing Retirement

After spending decades on the grind and saving, you’re almost at the finish line....

Revocable Trust or Irrevocable Trust: Which Is Right for You?

Impact Photography/ShutterstockTrusts can be essential tools of any estate-planning strategy. You can transfer all...

The Best Tax Moves to Make Before You Retire

Shifting gears into retirement can be a rewarding time. All the years of hard...

Latest articles

Honda Projects $15.7 Billion Loss as It Pivots Away From EVs

The company is also planning to cancel three EV models for the North American...

Trump Admin Weighs Allowing Foreign Ships to Transport US Crude to Domestic Refiners

The oil tanks and the Bayway Refinery of Phillips 66 in Linden, N.J., on...

How to Resolve Conflicts With Your Adviser

Dealing with a difference in opinion or approach can be uncomfortable. Dreamstime/TCABy Bruce Horovitz...

US, Russian Delegates Meet in Florida on Wednesday

U.S. special envoy Steve Witkoff (R) and U.S. President Donald Trump's son-in-law Jared Kushner...