Feature Archive | October 2024

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October 31st
- IRS Expands Tax Breaks for Breast Cancer Screenings, Contraceptives
- Are Election Jitters Shaking Up Your Investing Strategy?
- Don't Wait to Lock In High Estate and Gift Tax Exemptions
- Six Steps to Plan Your Charitable Giving
October 30th
- If You'd Put $1,000 Into Google Stock 20 Years Ago, Here's What You'd Have Today
- How a Financial Adviser Can Help You Sleep at Night
- Debunking the Myth of the Silver Spoon
October 29th
- The Tax Rules to Consider Before Buying an Annuity
- Beware of 'Buy a Business' Coaching Scams
October 28th
- Your Guide to Open Enrollment and Health Insurance for 2025
- Trump Tariff Plan: Which States Would Be Hit the Hardest?
- Why You Should Consider Private Equity in Your Investment Portfolio
- What You Need to Know About Taxes in a Gray Divorce
October 27th
- Focus on These Five Critical Areas in Retirement Planning
- Is Downsizing Right for Your Retirement?
October 26th
- Fell for a Financial Scam? Might Be Time to Test for Alzheimer's
- The Minimum Savings You Need To Retire in All 50 States
- Three Tips for Managing Your Election-Related Stress
- Market Dips Can Be Retirement Busters: Ways to Guard Yourself
October 25th
- The Best Tech Stocks to Buy
- New Airline Rules Simplify Refunds From Canceled Flights and Delayed Bags
- The Attention Economy: To Reach Consumers, Keep Things Short And Sweet
- Inheritance, Simplified: How Assets Are Passed Down
- Market Downturns Have Upsides: How to Take Advantage
- Your Kid Is a New Driver: Will Your Car Insurance Take a Hit?
October 24th
- Callable CDs: Was Your High-Yield CD Called Back Before It Matured?
- Nine Tips to Create a Smart Retirement Income Strategy and Gain Peace of Mind
- What’s New and What To Watch For in the Upcoming ACA Open Enrollment Period
- Is a Roth Conversion Right for You Before the Election?
- How Can Your Investments Act as Your Financial Safety Net?
- Seven Financial Mistakes to Avoid in Divorce
- How an Irrevocable Trust Could Pay for Education
October 23rd
- How to Maximize Your Credit Card Rewards
- How to Change Financial Advisers
- Seven Stocks I Have Faith In
- These Dementia-Friendly Places Welcome Alzheimer's Patients
- Five Financial Tips to Help You Plan for the Unexpected
- This Election, Your Financial Plans Should Focus on Taxes
- Limited Liability Companies (LLCs): How Assets Are Protected
- How Much Retirement Income Could Your ESOP Generate?
October 22nd
- Do You Need Umbrella Insurance?
- Three Ways to Avoid the Mansion Tax
- Don't Let the Election Derail Your Investment Strategy
- Murdochs' Dispute Highlights Benefits of Trusts in Nevada
- How to Protect Your American Dream From Bad Financial Advice
October 21st
- Setting Objective Criteria for Employee Bonuses Aligned With Company Goals
- A Modern Guide to Money Etiquette: Gifts, Tips, Splitting Bills and More
- Want to Give Money to Your Adult Children? 10 Things You Should Know
- Potential Ripple Effects of Taxing Unrealized Capital Gains
- Succession Musts: Thoughtful Planning and Frank Discussions
October 20th
- How to Step Confidently Into Your Life After Retirement
- Five Keys to Retirement Planning and Peace of Mind
October 19th
- How to Navigate Finances as a Blended Family
- The Rule of 55 in a 401(k): One Way to Fund Early Retirement
- Here's How to Find Your Way Out of the Inherited IRA Maze
October 18th
- Verizon Holiday Deal: Get a Free iPhone 16 Pro With a New Line
- Why Now Is the Best Time to Protect Yourself From Potential Fraud
- Three Creative Ways to Lower Your Retirement Taxes
- Even Political Rivals Agree That Medical Debt Is an Urgent Issue
- What Could the Election Mean for Social Security and Medicare?
- Five Ways the Election Could Change Your Retirement
- Should You Move Your 401(k) to an IRA Once You Hit 59½?
- When It Comes to Insurance, How Much Risk Can You Take?
October 17th
- States That Offer a Child Tax Credit
- Fintech Opens New Doors to Alternative Investments
- Seven Simple Ways to Improve Your Credit Score (According to Experts)
- Five Ways to Minimize a Higher Capital Gains Tax Rate
- Collar Investing Strategy Can Help Protect Your Nest Egg
- Understand Your ESOP Benefit: The Diversification Option
October 16th
- The Best Growth Stocks to Buy
- Is Harris’s $25k Down Payment Assistance Good or Bad for Homebuyers?
- Three Tax Reasons to Retire in Panama in 2025
- How Women Can Handle Their Growing Wealth Like a Pro
- Electing to Be an S Corporation: Benefits You Need to Know
October 15th
- Trump Aims to Ban Taxes on Social Security. Here are the Pros and Cons.
- Tips for Honing Your Bond Investing Strategy
- How to Spot a Contractor Who's Not Playing by the Rules
October 14th
- How to Rank Your Financial Priorities
- Can You Define Baby Boomers? Look at Trump and Harris
October 13th
- When Does a Nest Egg Become a Ticking Tax Bomb?
- Medicare or Medicare Advantage: Which Is Right for You?
October 12th
- How Much Does It Cost to Be a Grandparent?
- Wealth Is More Than Just Your Money: How to Manage It All
October 11th
- The Sweet 23: States Where Twix and Kit Kat Avoid the ‘Candy Tax’
- You Could Pay Only $2 for These Drugs Soon Under Medicare
- Silver Lining? Four Tax Benefits of a Lower 2025 Social Security COLA
- Five Ways Your Boss Can Step Up in the Aftermath of a Hurricane
- You're 62 Years Old With $1 Million Saved: Can You Retire?
- Are You a Danger When You Drive?
October 10th
- Social Security COLA Is 2.5% for 2025: What to Know
- How to Open a 401(k): Five Rules to Follow
- Come as You Are: Wealth Management for Gen X
- UTMA: A Flexible Alternative for Education Expenses and More
October 9th
- 12 Books That Taught Us About Finance
- Best 529 Plans of 2025
- How to Create a Retirement Plan That Checks All Your Boxes
- Why Gen X Marks the Spot for Rethinking Retirement
- The Truth About Hurricane Relief, FEMA, and Your Taxes
October 8th
- Capital Gains Tax Repeal on the Ballot: What to Know
- IRS Sued for Millions Over Employee Retention Credit (ERC) Delays
- It's Time to Make a Plan for Your Cash
- Will Your House Flood? We Ask the Experts
- Want to Turn Your Tax Bill Into a Refund? What to Do Now
- FTC Cracks Down: Fake Reviews Officially a No-No
October 7th
- Investing in Dual Citizenship for a Secure Retirement: How the Portuguese Golden Visa Opens Up New Horizons
- Election Could Reshape Opportunity Zones and 1031 Exchanges
- Six Reasons to Have Life Insurance
October 6th
- Is Medicare a Good Reason to Wait Until 65 to Retire?
- Late to Retirement Planning? Four Ways to Help Catch Up
October 5th
- Harris or Trump: Whose Tax Plans Are More Popular with Voters?
- How This Vanguard Emerging Markets Bond Fund Outperforms Its Peers
- What Buyers and Sellers Need to Know About New Real Estate Rules
- Five Amazon Prime Day Deals We Love
- Get Six Months of STARZ for Under $20
- Want to Be Happy? Here's How Much Money You Need
- Five Windows of Opportunity for Roth Conversions
October 4th
- Score Two Months of CLEAR Plus for Free and Move Faster Through Airport Security
- Election 2024: Politics and Your Portfolio
- Four Social Security Myths Debunked
- Can You List From Memory Everything That's in Your House?
October 3rd
- Here's How You Can Support Hurricane Relief Efforts
- Five Common Credit Mistakes and How to Avoid Them
- Should You Change Your Estate Plan Before the Election?
- When Should Retirees Consider a Donor-Advised Fund?
- Four Things to Know About Your Collectibles and Homeowners Insurance
October 2nd
- No, NFTs Should Not Be Labeled Securities
- This Trust Strategy Can Reduce Your Taxes Big-Time
- Three Major Estate Plan Mistakes to Avoid
October 1st
- Could the Election Affect Mortgage Rates?
- What is Net Investment Income Tax (NIIT) and Who Pays It?
- Offering Professional Certifications Is Good for Your Employees — and Your Company, Too
- 50 Years Ago, Women Won Equal Access to Credit
- Which Type of Power of Attorney Is Right for You?
- How Employers Can Ensure They're Paying All Employees Fairly