All content Archive | March 2021

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March 31st
- The IRS Just Sent More Unemployment Tax Refund Checks
- Stock Market Today: American Jobs Plan Imminent, But Tech Wins the Day
- 20 Ways to Save on Health Care
- When Are Estimated Tax Payments Due in 2026?
- The Hazards of Buy Now, Pay Later
- How Online Businesses Can Finally Give You Stable Retirement Income
- COVID-19-Weary Business Owners Can Win by Adopting the Right Mindset for a Sale
- PODCAST: This Hot Housing Market with Daniel Bortz
March 30th
- Veterans to Get Third Stimulus Check by Mid-April
- Stock Market Today: Stocks Reverse Late, Absorb Minor Losses
- Social Security Recipients Are Finally Getting Their Third Stimulus Check
- PPP Loan Basics for Small Business Owners
- 15 Stocks to Buy Today for Tomorrow's Innovations
- Tax Refund Scam Targets College Students and Staff
- The Space (ETF) Race: UFO, ROKT and ARKX
- The Pandemic Has Set Gender Parity Back: But We Can Fix That
March 29th
- Stock Market Today: Hedge Fund Brouhaha Fails to Rattle Dow
- The 20 Best Canadian Dividend Stocks for U.S. Investors
- Should Student-Athletes Be Paid to Play?
- Can You Retire with a Nest Egg That’s Too Big?
- Time to Face Reality: Your Kids Don’t Want Your Stuff!
- How Much of Your Estate Will Be Lost to Taxes?
March 28th
- 3 Maximizers to Help You Make the Most of Your Wealth in Retirement
March 27th
- Good Planning Can Reduce the Chances of Taxes Hurting Your Retirement Funds
March 26th
- Stock Market Today: Dow, S&P 500 Surge Late, Set New Highs
- Reverse Mortgages: 10 Things You Must Know
- Reverse Mortgages
- What to Make of Bitcoin
- Your Child Care Tax Credit May Be Bigger on Your 2021 Tax Return
- Taking a 401(k) Loan to Fill Income Gaps? Tips Before You Dip!
- Are You Afraid to Retire Even Though You Can Afford To?
- How to Get Free Credit Reports Weekly
March 25th
- Social Security Recipients to Get Delayed Third Stimulus Checks After SSA Sends Data to IRS
- Stock Market Today: Groggy Start for Stocks, But an Energetic Ending
- Why Target Date Funds Miss the Mark
- Tap Your Home's Equity for Retirement Income
- Are Your Investments Overinflating Your Tax Bill? It’s Time to Fix That
March 24th
- Stock Market Today: Energy, Industrials Lead a Slow Day for Stocks
- Senior Volunteers Go Virtual to Help Charities
- Talking With the Taxpayer Advocate: The IRS Is Under Stress
- States Eye Higher Taxes for Top Earners
- How the Kiplinger 25 Fared in 2020
- The First Few Years of Retirement Can Make or Break Your Portfolio
- Do I Need a Family Office? A Guide for the Rich and Not So Famous
- PODCAST: How’s the Gig Economy Faring, with Kathy Kristof
March 23rd
- Stock Market Today: Stocks Fall on Anniversary of Bear Market Bottom
- 4 Highly Rated Vanguard Dividend and Income Funds
- The 25 Best Stocks Since the COVID Bear Market Bottom
- Why You Should Consider Commodities
- Should You Worry About Rising Interest Rates?
- 22 IRS Audit Red Flags
- What to Do to Protect Your Finances When Your Spouse Has a Gambling Problem
- One Beneficiary Mistake You Really Don’t Want to Make
- Are Stocks in a Bubble?
March 22nd
- Stock Market Today: Tech Takes Off as Bond Yields Taper Off
- How to Build Wealth (or Rebuild It)
- More Third Stimulus Check Payments Sent This Week
- The Basics of Unemployment Benefits: Who Qualifies, How to Apply, How Much You’ll Get
- A Risk-Averse Approach to Real Estate Investing
- It’s Time to Consider Structured Notes for a Portion of Your Portfolio
March 21st
- Name Your Plan – Select Both Retirement Income & Legacy Target
- Top 10 Reasons Real Estate Investors Are Jumping into DSTs
March 20th
- Add a VPN to Surf the Internet Safely
- Get a Good Deal on Car Rentals
- Retirement Planning for the Self-Employed: 5 Options for Lowering Taxes and Maximizing Saving
- 3 Alternative Asset Strategies to Diversify Your Retirement Portfolio
- Behind on Debts? Know Your Rights
March 19th
- Estate Planning Got You Down? Start With a Will
- Dividend Cuts and Suspensions: Who's Paring Back?
- Planning to Retire in 3 Years? Here’s What Senior Level Executives Need to Do Now
- How Healthy Is Your Retirement Plan in the Midst of the COVID Crisis?
March 18th
- Stock Market Today: Inflation Fears Wreck Tech Again
- Is Now the Right Time for You to Make a Roth Conversion?
March 17th
- Stock Market Today: Fed's Smooth Talking Sends Dow Above 33K
- IRS Extends Tax Return Filing Deadline to May 17
- 13 Best Infrastructure Stocks for America's Big Building Spend
- Medicare
- Retirees, Your Finances Need an Annual Checkup
- What Rob Gronkowski Can Teach Us about Saving for Retirement
- PODCAST: Max Out Your Stimulus Check with Rocky Mengle
March 16th
- 4 Great Reasons to Add Real Estate to Your Portfolio
- 4 Great Reasons to Add Real Estate to Your Portfolio
- Stock Market Today: Stocks Close Mixed as Banks Sink, Tech Rebounds
- Stock Market Today: With Powell On Deck, Investors Hold Their Breath
- How to Protect Your Business When an Employee Gets Divorced
March 15th
- Stock Market Today: Recovery Plays Lead the Way as Stocks Calmly Climb
- 10 Income Investments Serving Up Superior Yields
- Make the Most of Your Third Stimulus Check
March 14th
- Who's Not Eligible For a Third Stimulus Check
- Why I Tell My Clients to Use Mint When Planning for Retirement
March 13th
- When Choosing Funds for Your College 529 Plan, Don’t Make This Mistake
- Some Basics on How to Pick Dividend Growth Stocks
March 12th
- Stock Market Today: Dow Climbs Again, Nasdaq Yo-Yo Continues
- 5 Best Video Game Stocks to Play for Years
- Impact Investing Leads the New Frontiers of Investing
- 3 Tips for Retirees Filing Their 2020 Tax Returns
- 6 Biden Stimulus Benefits That Pack the Biggest Punch
- How to Get Hacked and Become a Victim of Identity Theft
March 11th
- Stock Market Today: S&P 500 Sets New High as Biden Blesses Stimulus
- Forgiven Student Loan Debt Will Be Tax-Free
- Your Third Stimulus Check: How Much? When? And Other FAQs
- Fidelity Magellan ETF (FMAG): A Legend at a Lower Cost
- American Workers Get Enhanced Unemployment Benefits as Biden Signs Stimulus Package
- 6 Money-Smart Ways to Spend Your Third Stimulus Check
- When Will Your Third Stimulus Check Arrive?
- Renters: Help Is On The Way
- 8 Tips for Raising Financially Independent Daughters Today
March 10th
- Stock Market Today: Stimulus Clears Congress, Sends Dow to New Highs
- Congress Passes Bill with More "Targeted" Stimulus Payments
- To Be Happy Now, Live Like You’re Already Retired
March 9th
- Stock Market Today: Nasdaq Scores Biggest Surge in 4 Months
- 4 Tips on How to Negotiate for Anything
- How Much Bitcoin Should I Own? A Mathematical Answer
March 8th
- How Your Third Stimulus Check Will Differ From the First Two Payments
- PODCAST: New Financial Challenges for Women with Marguerita Cheng
- 7 Best Ways to Play the Reflation Trade
- Lawyer Asks: What Do I Do When Other Lawyers Falsely Bash Me?
- Are You Going to Run Out of Money in Retirement?
March 7th
- To Maximize Your Social Security Benefits, First Do Your Homework
March 6th
- With Money, What You Do Matters More Than What You Know
March 5th
- Stock Market Today: The 'Reflation Trade' Kicks Back Into High Gear
- Stock Market Today: Tech Roller Coaster Leaves Investors Thrilled
- Vote to Reinsert $15 Minimum Wage in Stimulus Bill Fails
- "Above-the-Line" Deductions for Your 2021 Tax Return
- The Cost of Retirement Has Tripled! But a New Way of Planning Can Help
March 4th
- Stock Market Today: Crash? Not Today. But Stocks Still Feel Pain.
- Required Minimum Distributions (RMDs): Rules, Deadlines, and SECURE 2.0 Changes
- RMDs (Required Minimum Distributions)
- Your Relationship with Your Financial Adviser? It’s Complicated
March 3rd
- Stock Market Today: Growth Stocks Gashed
- A COVID Storm Hits Senior Living
- The Social-Tracking BUZZ ETF: What It Is, What It Isn't
- 4 ‘Hidden’ Assets You’ll Need to Account for in Divorce
- What to Do with a Windfall with Markets at All-Time Highs
- Divorce Happens: Planning Steps You Need to Know
March 2nd
- PODCAST: Having the Money Talk with Your Parents, with Cameron Huddleston
- Stock Market Today: Stocks Regress After Monday's Romp
- 7 5G Stocks With More Catalysts Than 5G
- Where's My Refund? How to Track Your Tax Refund Status
- Are You Gambling or Investing? Here’s How to Tell
March 1st
- Stock Market Today: Stocks Jump to Life on Manufacturing Data, J&J Vaccine
- Best Dividend Kings for Decades of Dividend Growth
- Will Your Stimulus Check Increase Your Tax on Social Security Benefits?
- Taxes on Unemployment Benefits: A State-by-State Guide
- The Benefits of Building an Integrated Investment Migration Portfolio
- ESG Investing: You Can Align Your Investments with Your Values, But Should You?
- 4 Ways You May Be Sabotaging Your Career Success