David Marchan

Who better to ask about retirement regrets than millionaires who've been there, done that? Here's what they wish they knew before entering their golden years.

5 Things 50 Millionaires Wish They'd Known Before They Retired

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

A 1031 Exchange May Look Great on Paper, But It's Not Just About Taxes If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

Thinking About Using Your Home Equity? What to Know About Rates and Risks With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

6 Steps to Quickly Build Your Emergency Fund

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Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

What to Expect When Meeting with a Financial Advisor - NerdWallet Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

How to Tackle the Nowhere-to-Be Thing in Retirement and Use Time Wisely An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

Millions of People Are Leaving High-Tax States Like California and New York: Here’s Where They’re Moving and How Much They’re Saving in 2026