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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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More states roll out pay transparency laws
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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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The 12 Best Stocks to Buy Now
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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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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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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When Is the Next Fed Meeting?
Investors, savers and consumers can expect another interest rate hike at the next Fed meeting.
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The 25 Cheapest Places to Live: U.S. Cities Edition
places to live Take a look at our list of the cheapest places to live in America for city dwellers. Is one of the cheapest places to live in the U.S. right for you?
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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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A Retirement Income Distribution Plan Is as Critical as Saving
Designing a strategy to efficiently use your retirement savings is a critical step on your retirement planning journey to maximize your income and ensure a long-lasting retirement.
By Bradley Rosen • Published
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The Markets Were Miserable Last Year, But That’s Great News
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments.
By Andrew Rosen, CFP®, CEP • Published
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Stock Market Today: Stocks Gain Ahead of Fed Meeting
Exxon Mobil (XOM) and General Motors (GM) both popped after reporting solid earnings.
By Karee Venema • Published
Personal Finance
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The Best Balance Transfer Credit Cards of February 2023
Balance transfer credit cards have the power to drastically cut your payments with 0% APR. But there’s a cost, and rules to follow.
By Lisa Gerstner • Last updated
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Best Student Credit Cards February 2023
Students can get hundreds of dollars in cash back while they build credit with these offers from popular issuers.
By Lisa Gerstner • Last updated
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Best Cash Back Credit Cards February 2023
Smart Buying Looking for the credit card that pays the most cash back? These lenders may pay hundreds of dollars, with minimum hassle.
By Lisa Gerstner • Last updated
Taxes
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IRS Form 1099-K: Why You Might Not Get One From Venmo, PayPal, or Cash App For 2022
The IRS 1099-K $600 reporting threshold involving payment networks like Venmo, PayPal, Amazon, Square, and Cash App is on hold.
By Kelley R. Taylor • Last updated
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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
Retirement
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The Markets Were Miserable Last Year, But That’s Great News
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments.
By Andrew Rosen, CFP®, CEP • Published
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Five Ways to Diversify Your Portfolio During a Recession
Investing successfully during a recession is tough. However, you can protect and grow your portfolio with various diversification strategies.
By Justin Grossbard • Published
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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