Financial Insight

Learn how Trump Accounts (530A accounts) work, including eligibility, contribution rules, investment options and tax treatment.

These financial tips for recent college graduates will help you start your adult life on solid footing.

When you buy a deferred annuity, you’re delaying when you receive income payments and getting a larger amount in return.

While going back to work can provide a welcome financial boost, it may also reshape your tax bill, Social Security benefits and long-term retirement strategy in ways that aren’t obvious.

Trump Accounts offer free money to some children, but parents should be aware of limited investment choice and possible tax disadvantages when investing their own cash.

Trump Accounts offer free money to some children, but parents should be aware of limited investment choice and possible tax disadvantages when investing their own cash.

Lowering the amount of taxes you pay on your investment assets involves a mix of strategies.

Travel insurance modestly increases the cost of your trip, but it can stave off a financial crisis if you face the unexpected.

Target-date funds are the ultimate “set it and forget it” investment choice, but some are better than others.

These basic metrics can help you size up your financial wellbeing and identify areas where you need improvement.

A few smart tax moves before the filing deadline can still meaningfully shrink what you owe or grow your refund.

Knowing what to look for in a mutual fund can help you boost your return and make it easier to achieve your long-term goals.

Thematic investing involves betting on big ideas that have the potential to shape the worldwide economy, but you need to be careful with your approach.

Using your stock options effectively can make them a potentially lucrative form of compensation.

For some home buyers, locking in a mortgage rate before closing can help save a big pile of cash in the long run.

A few simple moves can help deliver substantial savings when you’re shopping for a homeowners insurance policy.

Here’s what you can expect when you buy a home for the first time—and how to make a sometimes mystifying experience go more smoothly.

Choosing between an FHA loan or a conventional mortgage with PMI can make a significant difference when it comes to your long-term borrowing costs.

Knowing important homeowners insurance terminology can help you compare policies confidently and avoid costly coverage gaps.

With a few smart moves, you can enjoy your annual bonus while still making real progress toward your long-term goals.