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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
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.
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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.
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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.
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.
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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.
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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.
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.
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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.
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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.
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.
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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.
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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.
