I spent the last three years of my life researching money and wealth. During that time, I developed and battle-tested my own set of money principles, mindsets, tips, guardrails, and tools that helped me build a life that feels truly abundant. Here are 25 money rules I’m following to live a wealthy life. 1. Avoid…
Milorad Kravic | E+ | Getty Images For many consumers, buying a car increasingly comes with a hefty monthly bill. The share of new-car buyers who pay $1,000 or more per month for their auto loans rose to a record 20.3% of all new vehicle purchases financed in the fourth quarter of 2025, according to…
Damircudic | E+ | Getty Images As more older Americans near retirement, many are eager to boost 401(k) savings to combat the rising cost of health care and other day-to-day expenses. And for 2026, there are key 401(k) changes that investors need to know, financial experts say. This year, “small 401(k) details matter more than…
A new year is the perfect time to reflect on your financial habits and make small changes that can have a big impact. For over a decade, I’ve worked with clients navigating life transitions, like divorce and retirement, to help them forge their new financial paths. In my experience, there are six money personalities that…
Songsak Rohprasit | Moment | Getty Images Student loan borrowers whose debt is canceled in 2026 or later may face a significant tax bill. A law that shielded student loan forgiveness from taxation at the federal level — part of the American Rescue Plan Act of 2021 — expired on Dec. 31, 2025. President Donald Trump’s “big beautiful…
This is the season when everyone’s planning for next year. When it comes to money, I can assure you that the secret isn’t in some fancy investing tactic, hot stock tip, or obscure cryptocurrency. If you and your partner set just one money resolution for 2026, make it this: You both stay actively involved in…
Aire Images | Moment | Getty Images As the calendar winds down, there is still time for certain year-end tax moves — but investors need to act quickly, experts say. With the tax season fast approaching, these tactics could boost your refund or reduce taxes owed, depending on how much you’ve already paid. However, most…
Kate_sept2004 | E+ | Getty Images As 2025 winds down, many financial advisors are preparing for 2026, which will bring key changes to saving for retirement in 401(k) plans. Among those shifts are contribution limit updates and a major tax change for certain investors, which could affect long-term planning. “The most impactful change for next…
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff policies and heightened stock market volatility, many Americans are worried about what political uncertainty may cost them. Heading into 2026, the political environment has become the top concern clients are raising with their advisor, according to a…
Greg Hinsdale | The Image Bank | Getty Images If you live in a high-tax state, you could see some relief from income and property levies for 2025 — thanks to a change enacted via President Donald Trump‘s “big beautiful bill.” The Republicans’ multitrillion-dollar legislation temporarily raised the limit for the federal deduction for state…
