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Finance

How spending shocks affect retirement planning

By Christine Benz of Morningstar
Apr 18, 2026 11:26 am - Market performance tends to dominate the conversation about risks to a retirement plan. But spending shocks like unanticipated early retirement and uninsured long-term care expenses can also curb a retirement portfolio’s longevity.
5 financial freebies every investor should claim

By Sheryl Rowling of Morningstar
Apr 11, 2026 1:03 pm - The IRS rarely hands out gifts, but these five provisions are as close as it gets. Whether it is capturing $1,000 for a newborn or leveraging your gap years for a low-cost Roth conversion, the key is proactive timing.
Average US long-term mortgage rate eases to 6.37% after rising five weeks in a row

By ALEX VEIGA
Apr 09, 2026 12:41 pm - The average long-term U.S. mortgage rate eased this week, a modest relief for prospective homebuyers who have been facing higher borrowing costs as mortgage rates climbed to the highest level in nearly seven months.
Key Fed official sees possible rate hike amid higher gas prices, inflation concerns

By CHRISTOPHER RUGABER
Apr 07, 2026 8:30 am - A top Federal Reserve official said Monday that an interest rate hike could be appropriate if inflation remains persistently above the central bank's 2% target, the latest sign that some policymakers are moving away from a bias toward reducing borrowing costs.
We need to talk about your retirement ‘spending’

By Christine Benz of Morningstar
Apr 04, 2026 1:28 pm - Let’s stop lauding underspending in retirement; leaving a big bequest isn’t usually the best outcome. If you don’t need the money, you don’t need the money. But look around: Someone else in your life probably does. And it takes less than you might think to make a difference for them.
Retirees, should you take RMDs early in the year or wait?

By Christine Benz of Morningstar
Apr 04, 2026 1:15 pm - Q. Within a given year, is there any advantage to taking your required minimum distributions as soon as you can, or taking it down to the wire and pulling the distribution in late December? Or is it better to take monthly or quarterly withdrawals?
Transparency in lending practices protects small businesses

By Elliot Richardson
Mar 28, 2026 1:43 pm - Consumers are protected against predatory lending in Illinois. Small businesses are not.
4 strategies for an organized tax season

By Christine Benz of Morningstar
Mar 28, 2026 12:24 pm - Every year, tax day sneaks up in a hurry. Whether you use tax preparation software or outsource to a certified public accountant, here are some key strategies to ensure a smooth and worry-free tax season.
Tips for filling out your FAFSA forms to avoid mistakes

By Brian Safdari
Mar 26, 2026 2:09 pm - When you hear that the FAFSA Simplification Act of 2023 made it easier to apply for federal financial aid for college, you may think, “This will be easy!” True, the act reduced the number of questions, but people still find the form so complex and overwhelming that the process seems designed to confuse them.
Women leading the future of financial confidence

By Whitney Cimaglia
Mar 23, 2026 3:11 pm - Across the financial industry, women are playing a vital role in advancing that confidence through education, mentorship, and community engagement.

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