Latest
-
Amazon Early Prime Access Sale Is a Prime Day Redux
Amazon Prime Prime Day: So nice they had to try it twice. A fall event will follow the model of blowout sales over two days. But it will come with a different name.
-
-
Hurricane Fiona: Tax Relief Available for Puerto Rico Victims
Tax Breaks FEMA's recent disaster declaration opens the door for extended federal tax filing and payment deadlines for victims of Hurricane Fiona in Puerto Rico.
-
They Lost a Spouse but Bounced Back: 5 Women’s Financial Stories
Women & Money A look at how five widows got their financial lives in order and got to a better, brighter, more empowered place. They did it, and so can you.
-
Recession or Not? We Could Be in the Eye of the Storm
investing Our economy is showing one major sign we’re in a recession, but there are at least seven other red flags currently waving. It’s tough to ignore a threat like that.
-
Tired of Pricey Life Insurance Premiums? 4 Ways to Manage a Policy When You Retire
life insurance Instead of canceling or letting your policy lapse, consider cashing it in, donating it or paying premiums another way.
-
How Community Property Trusts Can Benefit Married Couples
estate planning Getting a step-up in basis when each spouse dies can be a big tax advantage, one that has not been available to those who live in common-law states. However, it may now be – through a community property trust.
-
Car Buyers: The 3-Day Grace Period Is Just a Myth!
Buying & Leasing a Car Many car buyers think they have three days after making a purchase to return a car. Here’s where they’re going wrong, and what they should do instead to get a decent used car.
-
What Ethereum's 'Merge’ Means for You, the Market, and the Climate
cryptocurrency The "Merge" seems to have worked. What you need to know about crypto's biggest story of 2022.
-
Why a Target-Date Fund Works for Me
investing Target-date funds are attractive for their simplicity. And while I've invested in one in the past, that doesn't mean it's the right choice for you.
-
Young Professionals Could Avoid Six Figures in Lifetime Taxes With an HSA
health savings accounts Running the numbers shows how health savings accounts could save one couple $160,000 in taxes. With open enrollment coming up, millions of workers should consider this tool’s benefits.
-
3 Key Ways You Can Help a Child or Grandchild Pay for College
college Options such as 529 plans, education savings accounts and tax-free gifts can ensure you don’t carry a child’s student loan debt into your golden years.
-
Is Student Loan Debt Hurting Your Retirement Plans?
Paying for College Millions of borrowers 50 and older are struggling to repay loans for themselves and their children, some delaying retirement. There’s a trick, though, to help with repayment.
-
Work in Real Estate? 5 Tips to Get Through the Home Sales Slowdown
real estate It’s crunch time for real estate agents and brokers. Don’t let slumping home sales become a personal finance crisis. Take these proactive steps to head off trouble.
-
Amazon Outlet: Where to Get Hot (and Cheap) Overstock Deals Online
Amazon Prime Beyond the everyday offerings of Amazon Prime lies Amazon Outlet for bigger discounts.
-
Reminder: Estimated Tax Payments Are Due Today
tax deadline The deadline for submitting your third estimated tax payment for 2022 is here, so get your payments in before it's too late.
-
6 RMD Changes We Could See This Year
Making Your Money Last Congress is considering two bills that would make major changes to required minimum distributions. Could your RMDs be affected?
-
What If I Retired Today?
retirement planning Envisioning three key areas (some of them financial and some of them not!) can help you answer this intriguing question.
-
The EV Charger Federal Tax Credit is Back
Tax Breaks The Inflation Reduction Act revives the EV charger federal tax credit for EV charging stations and equipment that had expired in 2021, with a few key changes to know.
-
Roth Conversions Play Key Role in Defusing a Retirement Tax Bomb
Roth IRAs Investors can do a Roth conversion at any time, but there are three distinct windows of opportunity when the timing is golden for those looking to slash their taxes in retirement.
-
Investing for Retirement Income Is Different – Rethink 60/40 Rule
retirement planning Investors saving for retirement are familiar with the 60/40 rule, concerning stocks and bonds. But for retirees, a different kind of 60/40 rule applies – one designed to deliver lifetime income.
-
Crypto Has Been Through the Wringer in 2022: What Now?
cryptocurrency With prices of Bitcoin, Ethereum and other cryptocurrencies down, you may be tempted to give it a try. The best advice for those who are curious may be to tread lightly, and make sure you understand what you’re getting into.
-
Creating a Values-Based Financial Plan
personal finance More savers and spenders are thinking big picture when it comes to their financial decisions.
-
Big Changes to the Saver's Credit Could Be on the Way
Tax Breaks Congress is considering legislation that would turn the Saver's Credit into a government match to your retirement plan contributions.
-
Arizona Storm Victims Get More Time to Pay Taxes
Tax Breaks Certain tax filing and payment deadlines are extended for residents and businesses impacted by the recent severe storms in Arizona.
-
Why a Good Retirement Plan Isn’t Separate Pieces, But a Holistic Strategy
retirement planning From taxes to income and investments, there are many moving parts to your retirement plan, and they need to fit together to make the most of what you’ve got.
-
How Do I Stop Robocalls From Scamming Me?
retirement The scammers have automated their efforts to separate you from your money. We have ways to make it stop.
-
Retirees Are Worried About Money
Making Your Money Last Concerns about recession, inflation and health care costs weigh on retirees and near retirees.
-
Succession Plans for Farmers (Whether Your Kids Want the Farm or Not)
small business Legacy planning for farmers comes with some interesting challenges and opportunities.
-
Using Asset Location to Defuse a Retirement Tax Bomb
required minimum distributions (RMDs) Investors can set themselves up for lower tax bills in retirement using a strategy few folks are familiar with: asset location. The idea behind it is simple, but implementing it can be a bit tricky.
