Latest
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One Key Rule for Understanding 2023 RMDs
RMDs Required minimum distribution (RMD) rules can be confusing, but there is a guideline that can help.
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Why More Retirees Might Come Out of Retirement
It’s often not solely because of financial reasons, but because of a lack of purpose in retirement. This financial expert can relate.
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What Would Accreditation Change Mean for Real Estate Investors?
Investors determined by a test to be ‘financially savvy’ would be allowed to invest in ways that they can’t now without having a certain level of assets.
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How to Buy Stocks
Not everyone knows how to buy stocks, even as investing in the stock market becomes more and more popular. This four-step plan can help.
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When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
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Five Simple Year-End Tax Tips to Set Up a Successful 2024
If you wait until the new year, you may miss out on some valuable tax planning strategies. Here’s what you need to know before closing out 2023.
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Best Cash Back Credit Cards December 2023
Smart Buying Looking for the credit card that pays the most cash back? These lenders may pay hundreds of dollars, with minimum hassle.
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When Are Estimated Tax Payments Due in 2023?
Tax Deadlines You make estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
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States Sending 'Stimulus' Checks in 2023
Rebate Checks Some people are receiving one-time state rebate checks in 2023. Is your state sending money soon?
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Can I Stop Social Security and Restart it Later?
This articles explains what is required to stop and restart Social Security and details how to do it.
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Six Estate Planning Tips for Younger Generations
Millennials and Gen Zers are taking their estate planning seriously. These tips can help make the process seem less daunting.
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Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
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W-4 Form: Extra Withholding, Exemptions, and Other Things Workers Need to Know
Tax forms Knowing how the IRS Form W-4 form works can help with new jobs, tax refunds, and avoiding estimated tax payments.
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Medicare Open Enrollment Is Ending Soon
Medicare During this period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
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What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
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Income related monthly adjustment amount (IRMAA) for 2024 Medicare Part B & Part D Premiums
IRMAA for 2024 Medicare Part B and Part D Premiums
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Best States for Middle-Class Families Who Hate Paying Taxes
State Taxes Here are the best states for middle-class families with "middle incomes" (due to low tax burdens).
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10 Things To Know About Buying A Vacation Home
Ten things people should know about the implications of buying a second or vacation home.
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10 States With the Highest Gas Taxes
State Tax Skip the fill-up in these states with the highest gas taxes to save money on your next road trip. Sometimes, crossing state lines is all it takes to spend less.
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What to Expect When Applying for a Mortgage Loan
real estate Ready to buy a home? First, you'll need to get approved for a mortgage loan.
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The Extra Standard Deduction for People Age 65 and Older
Tax Deductions The extra standard deduction can help older adults reduce their taxable income.
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The Best Travel Rewards Credit Cards for You
credit cards Business road warriors and leisure travelers can use travel rewards credit cards to turn miles logged into other things — including more travel.
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9 Things You Must Know About Retiring to Arizona
retirement The Grand Canyon State offers so much more than that gorgeous hole in the ground. Check out whether you'd like to spend your golden years in this southwestern state.
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Tax Plans of the 2024 Presidential Candidates
Tax Letter Joy Taylor reviews the tax plans of the 2024 election candidates. With a raft of tax provisions due to expire in 2025, the tax stakes couldn't be higher.
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Year-End Tax Planning for a Financially Healthier Retirement
Getting your tax ducks in a row for the end of the year can decrease your tax liability and make the most of your income, now and in retirement.
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Where to Start Financially After a Life-Changing Diagnosis
Dealing with an illness, yours or your child’s or that of another loved one, is hard enough without adding financial duress. Here are some considerations and suggestions for covering expenses.
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Raising Your Credit Score Could Lower Your Mortgage Rate
Did you know that raising your credit score could get save you money on your mortgage? Our guide to how it works.
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Five Big Steps to Buying Your First Home
real estate We told you how to prepare years ahead of your first home purchase. Now here is how to close the deal.
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Four Smart Steps To Take Before Buying Your First Home
home Buying your first home can be daunting. Here are four things you need to do years before you start house-hunting to prepare financially for the biggest purchase of your life.
