Financial Planning
Latest
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7 Financial Don’ts for Every Millennial
Financial Planning Here are the seven things that millennials should absolutely stop doing to get their financial plans on track.
By Patricia Sklar, CPA, CFP®, CFA® Published
Financial Planning -
I Inherited an IRA. Now What?
Financial Planning Here’s what you should consider if you inherit money in either a traditional or a Roth IRA.
By Michaela Wang Published
Financial Planning -
Long-Term Rates Will Edge Higher
Economic Forecasts Yields on bank savings accounts will stay low. Home mortgage rates will remain affordable.
By Sandra Block Published
Economic Forecasts -
How to Give a First-Time Home Buyer a Hand
Becoming a Homeowner With home prices soaring, newbies may need financial help from their family. Here’s how to do it right.
By Rivan V. Stinson Published
Becoming a Homeowner -
How to Profit From ETFs
Becoming an Investor Exchange-traded funds aren’t new, but they’re still red-hot. Here’s a detailed look at why you should consider these investment vehicles, for both your stock and bond allocations.
By Nellie S. Huang Published
Becoming an Investor -
How Patients with Lasting Symptoms of COVID Can Apply for Disability
Financial Planning Those who can no longer work because of COVID-19 may qualify for these benefits but the approval process can be a difficult road.
By Jackie Stewart Published
Financial Planning -
Older Adults Battle Long-Term Effects of COVID-19
Financial Planning Seniors are more likely to suffer from long COVID, and it's unclear when, or even if, they will fully recover.
By Jackie Stewart Published
Financial Planning -
How to Boost Your Financial Savvy
Women & Money Women need to know how financial knowledge can help them take care of their families and themselves.
By Janet Bodnar Published
Women & Money -
Fintech: The Bank Disrupters
Financial Planning Fintechs offer mostly free accounts with tantalizing yields and slick features, but don’t expect much hand-holding.
By Rivan V. Stinson Published
Financial Planning