Most homebuyers don’t shop around for mortgages. Why that’s a bad idea
Fstop123 | E+ | Getty Images For homebuyers, getting one preapproval for a mortgage that has palatable terms…
The required minimum distribution deadline is coming. What to know
As year-end approaches, many investors still need to take required withdrawals from retirement accounts — or face an…
Unemployment claims after a layoff
Thana Prasongsin | Moment | Getty Images This year has been the worst for layoffs since the start…
Politics is now the No. 1 money worry, financial planners say
Sdi Productions | Istock | Getty Images On the heels of the longest-ever federal government shutdown, shifting tariff…
How to use your flexible spending account balance before it expires
Sturti | E+ | Getty Images Some workers with health flexible spending accounts may be on the verge…
Here are some of the biggest required minimum distribution mistakes
Luis Alvarez | Digitalvision | Getty Images As December approaches, some older Americans must soon take required withdrawals…
Some face a ‘survivor’s penalty’ after a spouse dies — how to avoid it
D-keine | E+ | Getty Images Losing a spouse can be devastating, and survivors often face a costly…
What to do with your 401(k) after a layoff
Jackyenjoyphotography | Moment | Getty Images More from Financial Advisor Playbook: Here’s a look at other stories affecting…
How to talk about money as a couple: ‘Money Together’ authors
Douglas and Heather Boneparth Photo: Sylvie Rosokoff Love is complicated. Add in money and it gets even more…
Inherited IRAs have a key withdrawal change for 2025. What to know
If you inherited an individual retirement account, there is a key change for 2025 that — without action…
How expiring ACA health insurance subsidies may affect Roth conversions
Alvaro Gonzalez | Moment | Getty Images More from Financial Advisor Playbook: Here’s a look at other stories…
Sage Financial Group — Top 100 Financial Advisors 2025
Sage Financial Group, based in West Conshohocken, Pennsylvania, is ranked No. 25 on this year’s CNBC Financial Advisor…