As we near the end of 2025, here's a practical checklist of items to consider that may impact your taxes, investments and long-term financial plan.

As 2025 comes to a close, U.S. markets reflect a year impacted by volatility, shifting policy winds, and the powerful influence of artificial intelligence. We break down the major themes and events that shaped markets in 2025 and look ahead to what investors may face in the year to come.

Once again, it is time to make your annual health care choice. The Medicare open enrollment period runs from October 15 to December 7, 2025.

September is National College Savings Month, a perfect reminder that it’s never too early — or too late — to plan for higher education costs.

As America contemplates its fiscal future, the Senate has rolled out a sweeping piece of legislation that’s equal parts tax reform, healthcare overhaul and economic gamble. Here’s what you need to know.

Instilling healthy money habits in your children at a young age can help them approach financial matters with confidence. Here are some tips to teach your children financial responsibility and set them up for lifelong success.