All content Archive | December 2024

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December 31st
- Stock Market Today: Stocks End a Strong Year With a Whimper
- What Is the Social Security January Payment Schedule?
- Do You Agree With David Letterman's Opinion on Retirement?
- The Viral 'Birkin Dupe' That Sold Out — and What I Learned About the Walmart Marketplace
- Do US Citizens Need a Visa for Europe? What to Know About ETIAS in 2025
- What's in Store for the Bull Market in 2025?
- Buckle Up: Five Risks to Avoid on the Road to Retirement
- Ignoring Your Company's Dress Code Can Get You Fired
December 30th
- Jimmy Carter's Funeral: Is the Stock Market Open Today?
- Stock Market Today: Dow Dives 729 Points but Bounces Back
- Should You Invest With Friends? What to Know Before Joining an Investment Group
- Stocks and Funds for the Infrastructure Building Boom
- How to Safely Travel Solo as an Older Woman
- Does Your State Have a Child and Dependent Care Tax Credit?
- The TCJA May Help Nonprofits Next Year: Here’s Why
- Tony Bennett's Daughters Share Thoughts on How to Prevent Inheritance Disputes
- How to Grow Your IRA in Retirement Rather Than Spend It Down
December 29th
- Social Security Benefits Are Shrinking
- Should You Buy a Vacation Home?
- Four Perfect and Powerful Financial New Year's Resolutions
- Why Retirement Goals, Like New Year's Resolutions, Often Fail
December 28th
- Is Your Investment App Making You Trade Too Much?
- Are Investment Fees Putting Your Retirement at Risk?
- Four Ways to Prepare for a Retirement Full of Travel
- How to Hedge Against Trump's Tariffs
December 27th
- Stock Market Today: Dow Sinks 333 Points as Mega Caps Slide
- BOI Report for Small Businesses: Deadline, But Without Penalties
- Should You Use Your Financial Services Firm's Advisers?
- Whooping Cough: Highest Infection Rate Since 1948
- Page-Turners for the Newly Retired: Books to Inspire and Enjoy
- Should Rent Be Part of Your Retirement Plans?
- My Top 10 Stock Picks for 2025
- Five Tips to Help Avoid a Denial on Your Insurance Claim
- Key 2025 IRS Updates: What You Need to Know
December 26th
- Is a Lost Decade Ahead for Stocks?
- Stock Market Today: Stocks Struggle in Post-Christmas Session
- New Year's Eve RMD Deadline: What to Know and What to Do
- Top Tax Stories of 2024 and 2025 Tax Changes to Watch
- How to Score Designer Deals Without Paying Full Price
- How to Think About Money and Aging Now
- While Winding Down From the Holidays, Many Wind Up for Divorce
- 11 Questions to Ask When Choosing a Fiduciary Adviser
December 25th
- Four Lessons for a Happy, Successful and Wealthy Retirement
- What to Expect From Bitcoin and Other Cryptocurrencies in 2025
- What's the Key to a Happy Retirement for a Couple?
December 24th
- Stock Market Today: Stocks Soar to Start the Santa Claus Rally
- AI Wants You to Overspend on Gifts This Season: What to Do About It
- Investing for Charitable Giving: Discipline Reaps Rewards
- Feel Free to Disagree, But Here's How to Bridge Differences
December 23rd
- Stock Market Today: Stocks Advance on Light Volume Thanks to Big Tech
- Starbucks Union Plans Strike Through Christmas Eve: What It Means for You
- Stores Open on Christmas Eve and Day: Walmart, Publix, CVS and More
- Have This Conversation to Save Your Family's Money This Holiday Season
- 10 Unbeatable Destinations For A 2025 Shoulder Season Vacation
- Top 10 Myths About 1031 Exchanges, Debunked
December 22nd
- Take Charge of Retirement Spending With This Simple Strategy
December 21st
- What You Need to Know About Working For Yourself
- How to Manage Portfolio Risk With Diversification
- How Couples Can Manage Different Retirement Timelines
- How Much Money Is Enough to Be Happy? Can You Have Too Much?
December 20th
- Peacock Cracks Down On Password Sharing: What To Know
- The IRS Is Sending Up to $1,400 to One Million People: Are You Eligible?
- Stock Market Today: Muted Inflation Data Sparks Relief Rally
- What Can Accredited Investors Do?
- How Decentralized Finance Is Reshaping Investment
- 12 Steps to Take Now for More Financial Success in 2025
- 401(k) Super Catch-Ups: Are They Right for You?
- Five Year-End Strategies You Can't Afford to Miss
- Buying an Insurance Policy: Three Ways to Do It
December 19th
- Stock Market Today: The Dow Adds 15 Points To End Its Losing Streak
- What Is a Qualified Charitable Distribution (QCD)?
- Embracing Generative AI for Financial Success
- Gen X Retirement Is in Trouble: Here's What You Can Do
- I’m Retiring in 2025, but I Can’t Sleep Because of Worry and Fear. What Should I Do?
- 10 Ways Your 1031 Exchange Can Go Horribly Wrong
- From Entrepreneur to Retiree: Boosting Your Business' Value
December 18th
- Stock Market Today: Dow Dives 1,123 Points After Fed
- Fed Sees Fewer Rate Cuts in 2025: What the Experts Are Saying
- Jabil Stock Pops After a Beat-And-Raise Quarter
- UBS Global's Solita Marcelli: It's a Green Light for U.S. Stocks in 2025
- General Mills Stock Is Sinking After An Earnings Beat. Here's Why
- New Law Delivers Tax Breaks to Natural Disaster Victims, But Is It Enough?
- Why Birkenstock Is Still a Buy After Earnings
- Youngkin Pushes Virginia Tax Relief: Car Tax Credits and No Tax on Tips
- Will the TCJA Estate and Gift Tax Provisions Really Sunset?
- Most Women Surveyed Find Retirement Is Not What They Expected. How You Can Prepare
- You've Got a Trust: Now Who Should Be the Successor Trustee?
- Three Ways Fiduciary Financial Planners Put You First
December 17th
- How to Make the Most of Your Credit Card Rewards in 2025
- Stock Market Today: The Dow Slides Into Its First 9-Day Losing Streak Since 1978
- The Best Industrial Stocks to Buy
- How Selling a Losing Stock Position Can Lower Your Tax Bill
- Europe Faces Economic and Political Headwinds Next Year
- On the Naughty List: Holiday Tax Scams to Look Out For
- End of Expanded Premium Tax Credit Would Drive Uninsured Rates Higher
- Resources Are Expanding for Older Adults on Their Own
- Annuity Definition and 17 Terms You Need to Know
- The 12 Best Things Rich Retirees Do
- What the Family and Medical Leave Act Provides
- How Long-Term Care Insurance Has Become More Flexible
- Your Loved One Fell for a Romance Scam: What Not to Do
December 16th
- Stock Market Today: Stocks Are Mixed Ahead of the Fed
- Honeywell Is the Best Dow Stock on Spinoff Speculation
- What's Behind Ford Stock's New Sell Rating?
- Gift Like Buffett: Three Financial Gifts for Kids and Grandkids
- Palantir, MicroStrategy, Axon to Join the Nasdaq-100: What to Know
- New Supreme Court Tax Case Involves Religious Freedom: What to Know
- What Makes an ETF Successful?
- Three Ways to Help Create Financial Stability for a Widow
- How to Embrace Personal Growth After a Gray Divorce
- Universal Savings Accounts Are Like Roth IRAs, But With a Twist
December 15th
- An End-of-Year Investing Checklist
- Year-End RMDs: Should You Invest, Spend or Donate Them?
- Three 'Yellowstone' Estate Planning Lessons
- Claim It Early or Delay? When to Start Taking Social Security
December 14th
- What's Keeping You From Investing? (And How to Overcome It)
- How to Invest Your Holiday Cash
- One Simple Tip for Planning the Three Stages of Retirement
- Digital Asset ETFs: A Less Risky Way to Invest in Crypto?
December 13th
- New Year’s Travel Ideas: Best Cities for Countdown Parties and Serene Spots for Quiet Celebrations
- Jim Carrey Ran Out of Money in Retirement. Will You?
- Stock Market Today: Broadcom Earnings Boost the Nasdaq
- RH Fell Short on Earnings But Its Stock Is Up. Here's Why
- Is Costco Stock Still a Buy After Earnings?
- Broadcom Stock Is the Best S&P 500 Stock After Earnings
- How Lower Interest Rates Will Help the Housing Market
- Six Year-End Strategies That Will Better Prepare You for Your 2024 Taxes
- Crypto in Your Retirement Account? It's Not a Crazy Question
- Do You Feel Like Somebody's Watching You? It's Your Car
December 12th
- Stock Market Today: Dow Logs Longest Losing Streak Since April
- Why Uber Stock Is Volatile After GM's Cruise Announcement
- UnitedHealth Stock Falls as Lawmakers Eye Insurers, PBMs
- How Collectibles Are Taxed: A Closer Look at Capital Gains Rules
- Why Adobe Stock Is Down After Its Earnings Beat
- Retirement Abroad? Three Countries Without Inheritance Tax
- Five Tax-Savvy Ways To Donate This Holiday Season
- A Checklist for Retiring in 2025
- Leave Your Life Story as a Legacy for Your Heirs
- I Won’t Be Handing Out Gift Cards This Christmas. Here’s Why
- Three Possible Tax Impacts for Retirees Under Trump
- What to Know About Leverage and Bitcoin's Meteoric Rise
- How Do You Know When It's Time to Change Financial Advisers?
December 11th
- Best Holiday Buys from Dollar Stores, Including Dollar Tree
- How Secure Are Your Financial Records? Quicken Lifehub Offers a Digital Fix
- Stock Market Today: Tech Stocks Rally as CPI Supports Lower Rates
- Is A White Elephant Gift Exchange Right For Your Group?
- CPI Report Casts Doubt on Rate Cuts in 2025: What the Experts Are Saying About Inflation
- The Best Utility Stocks to Buy
- Over 162,000 Dreamers Cut Off From Affordable Care Act Insurance
- What to Learn from Corporate Insiders' Trades
- Want the Maximum Social Security Check in 2026? Here's What You Need to Do Now
- Quiz: Test Your Financial Literacy
- The Best Ways to Use Your Year-End Bonus (and the Worst)
- LLCs: Power Tools That Can Create Big Problems
- Never Talk About Money? For Women, That Can Spell Disaster
December 10th
- Stock Market Today: Stocks Shrink From Highs as CPI Looms
- Tax Pros: Is Someone Fraudulently Filing Returns With Your PTIN?
- Alphabet Stock Jumps on Google's Quantum Computing Chip
- eBay Stock Downgraded to Sell: Should Investors Be Worried?
- Why MongoDB Stock Is Down After Its Beat-And-Raise Quarter
- Oracle Stock Is Sinking After Earnings. Here's Why
- Can Trump Tariffs Make Childcare More Affordable?
- Biden's Lame-Duck Agenda
- How to Guard Against Identity Theft in 2025
- Want to Leave Money to Your Descendants But Still Keep Control? Choose Your Trustee Wisely
- How Combining Your Home Equity and IRA Can Supercharge Your Retirement
- The Six Estate Planning Steps Every Blended Family Must Take
- One Cure for Legal Headaches: The Advice of Outside Counsel
December 9th
- A Guide to Music Streaming Services
- Stock Market Today: Markets Reflect Global Uncertainty
- Four Things You Need to Know Before Applying for Social Security
- Will Utah Stop Taxing Social Security Benefits?
- Trump IRS Commissioner Billy Long Out: What's Next for the Tax Agency?
- What's Better Than Investing in Crypto? These 'Boring' Picks
- Four Actions to Lessen Retirement Stress for Women (and Men)
December 8th
- Year-End Retirement Tax Planning Actions if You Have $1 Million or More
- Five Simple Strategies to Ensure a Happy Retirement
December 7th
- Retire Abroad Before 55: Nine Expert Tips on FIRE Abroad
- The Rule of $1,000: Is This Retirement Rule Right for You?
- 25 Financial Moves to Consider Before December 31
- Five Side Hustles You Could Turn Into a Full-Time Business
December 6th
- Stock Market Today: Nasdaq Nabs New High After Jobs Data
- Rebound in Jobs Growth Keeps Fed on Track: What the Experts Are Saying
- Why Hewlett Packard Stock Is Still a Buy After Earnings
- Ulta Beauty Stock Gets a Much-Needed Boost After Earnings
- Lululemon Jumps to the Top of the S&P 500 After Earnings. Here's Why
- Is Pet Insurance Worth It?
- Congress Claws Back Another $20 Billion from the IRS
- 13 Practical Strategies for Making Homeownership a Reality
- IRA vs. 401(k): Should You Pick One — or Both?
- Which of These Three Types of Soon-to-Be Retirees Are You?
- Will You Have a Retirement Income Gap? How to Fill It
- Who Works to Make Your Insurance Work?
December 5th
- Must-Have Travel Essentials and Packing Tips for Stress-Free Holiday Trips
- Stock Market Today: Stocks Pause Near Highs Ahead of Jobs Friday
- Is Coinbase Stock a Buy or Hold as Bitcoin Tops $100,000?
- Amazon Prime Flight Deals Offers $25 Plane Tickets for Young Adults
- Why Analysts Say Five Below Is a Buy After Earnings
- Common Holiday Scams To Watch Out For This Holiday Season
- Disney Hikes Its Dividend: What This Means for Investors
- Lower Your Retirement Taxes: Seven Common RMD Mistakes to Avoid
- Are You a Renter? You Could Save on Taxes
- 2025 Open Enrollment: Some DACA Recipients Can Purchase Affordable Care Act Health Insurance
- Tax-Efficient Planning That Provides Potential Tax-Free Income
- Six Year-End Deadlines for Retirees in 2024
- Roth or Traditional: How to Choose a Retirement Tax Strategy
- Buying an Annuity? Avoid These Three Classic Mistakes
December 4th
- Stock Market Today: Stocks Rally as Econ News Affirms Rate-Cut Bets
- Why Pure Storage Stock Is Sailing Higher After Earnings
- Is Dollar Tree Stock a Buy, Hold or Sell After Earnings?
- UnitedHealth Cancels Investor Day After Executive Brian Thompson Is Shot
- Salesforce Leads Dow Jones Stocks After Earnings. Here's Why
- Your MAGI in Retirement: Year-End Tax Strategies to Save Money
- Gifting While You're Alive and Kicking: Tax Benefits and Tips
- Should You Help Your Adult Children Buy a Home?
December 3rd
- Jumpstart Your Charitable Giving With A Donor-Advised Fund
- Stock Market Today: Stocks End Mixed Ahead of Powell
- Holiday Office Party Taxes: Know Before You Go
- SALT Cap Increase? What to Expect in 2025 Tax Reform
- Florida Changes Homestead Exemption Property Tax Break
- Average Net Worth by Age: How Do You Measure Up?
- Three Charitable Giving Strategies for High-Net-Worth Individuals
- The Wealth-Building Powers of Health Savings Accounts (HSAs)
- Seven Ways to Be an Absolute Jerk as a Lawyer
December 2nd
- Stock Market Today: Stocks Are Positively Mixed to Open December
- The Best Retail Stocks to Buy and Hold
- One Good Way to Withdraw Retirement Assets (and a Bad One)
- What Is Capital Gains Tax Deferral?
December 1st
- Don't Leave Your Heirs an IRA Tax Bomb
- Five Ways to Maximize Your End-of-Year Philanthropy