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Can the Earned Income Tax Credit Help You? (Or Someone You Know)?
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Best AI Stocks to Buy: Smart Artificial Intelligence Investments
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Financial Wellness Is Self-Care: 3 Steps to Help Improve Yours
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How to Throw a $5,000 Wedding
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A Financial Review in Early 2023 Can Optimize Your Strategy
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Tax Season is Here. What to Know Before You File
Most Popular
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State "Stimulus Checks" in 2023 – Which States Are Still Sending Payments
Residents in a handful of states could still receive a tax rebate check or other payment in 2023.
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The 12 Best Stocks to Buy for 2023
The lesson of the past two years: Be ready for anything. Our 12 best stocks to buy in 2023 reflect opportunities in what's expected to be another uncertain economic backdrop.
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Should You Leave Your Heat On All Day or Turn It Off? Which is Cheaper?
Which option will help you save on your energy bills?
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Medicare Costs to Go Down in 2023
Lower-than-expected spending on an expensive drug and other things means beneficiaries will pay less next year.
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Are You Rich? Latest Survey Results Provide Some Clues
personal finance How Americans measure wealth is changing. See what they think is the magic number for them to be considered rich, according to a 2022 Schwab survey.
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Financial Freedom in Retirement Is All About Cash Flow
You may think accumulation is the most important part of the game, but income is like water: You can’t live without it.
Investing
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The 10 Best Closed-End Funds (CEFs) to Buy Now
CEFs These high-yielding CEFs won't just significantly boost your portfolio income. They'll also allow you to buy their underlying stocks and bonds at a discount.
By Charles Lewis Sizemore, CFA • Last updated
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Curious About a QLAC? SECURE 2.0 Act Gives This Annuity a Boost
New legislation raises the amount you can transfer from your rollover IRA to a qualifying longevity annuity contract (QLAC), reducing RMDs and increasing guaranteed lifetime income.
By Jerry Golden, Investment Adviser Representative • Published
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Need an Estate Planning Checkup? Now Is the Perfect Time
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place.
By Jack R. Hales Jr., J.D. • Published
Personal Finance
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Could ChatGPT and AI Change Delivery of Legal Services?
Two attorneys weigh in on whether artificial intelligence could become a legitimate (and trustworthy) way to get legal help in the future.
By H. Dennis Beaver, Esq. • Published
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Amazon launches RXPass — its new subscription service for medication
Amazon's new program, RXPass, lets Prime members ship prescription medications to their homes for just $5 a month.
By Erin Bendig • Published
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Why You Need Renters' Insurance
Renters' insurance is surprisingly affordable, and it can save you a lot of money if you need to make a claim.
By Emma Patch • Published
Taxes
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12 IRS Audit Red Flags for the Self-Employed
taxes If you are self-employed, minimize the odds of an IRS audit by avoiding these audit triggers.
By Joy Taylor • Last updated
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Family Business Survival Strategies as Tax Landscape Changes
tax planning Let's look at the main provisions of the Inflation Reduction Act of 2022 and the tools family businesses have at their disposal to protect their interests.
By John M. Goralka • Last updated
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How to Pay 0% in Taxes (Without Cheating)
capital gains tax Investors and retirement savers have many tools at their disposal to whittle their incomes down to a point where capital gains are taxed at a 0% tax rate. The magic number for couples? $83,350.
By Justin Goodbread, CFP®, CEPA, CVGA • Last updated
Retirement
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Need an Estate Planning Checkup? Now Is the Perfect Time
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place.
By Jack R. Hales Jr., J.D. • Published
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How to Create Retirement Income That’s Driven by Cash Flow
Using a combination of dividends and structured notes in your retirement portfolio can offer liquidity, income and risk mitigation.
By Kyle Hammerschmidt, Investment Adviser • Published
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Gaining More Certainty in Your Retirement Income Plan
Relying on market performance to close the gap in your retirement income could let you down, but a CD ladder and fixed annuities could provide some certainty.
By Cole Czajkoski, Investment Adviser Representative • Published