I’m 68. Should I spend half my 401(k) to buy a home with a mortgage?

When your company goes public, one stock can suddenly take up more room in your financial portfolio than you intended. If your company’s value increases, and your net worth alongside it, it can feel rewarding that the decision to work for your company paid off. But the opposite can also be true, making one question…

Everyone packs too much. At the end of every trip, my husband and I go through everything we packed and keep score of which items were actually worth taking. We dock points for anything that never left the bag. It’s brutal, but it’s turned me into a ruthless packer. It’s also made me realize that…

3 tax pitfalls for ‘influencers’ — and tips to avoid them that could help all taxpayers.

From artificial intelligence to financial influencers, retail investors have options aplenty to inform their decisionmaking.   According to Betterment Holdings Inc.’s 2026 Retail Investor Survey, 56% of retail investors cited their own research and judgment as their primary source for major financial decisionmaking. Just 16% said they relied on a financial adviser, while another 16% turned to family and friends.  Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER…

Stocks closed lower for a third straight session Tuesday as market participants fretted about sky-high bond yields and the ongoing war in Iran. A sell-off in chip stocks also weighed on sentiment. At the close, the blue-chip Dow Jones Industrial Average was down 0.2% at 53,343, the broader S&P 500 was 0.7% lower at 7,691,…

“I really don’t want to miss my baby’s first year.”