Financial Planning
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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 -
The Financial Effects of Losing a Spouse
Financial Planning Even amid grief, it's important to reassess your finances. With the loss of your spouse's income, you may find yourself in a lower tax bracket or that you qualify for new deductions or credits.
By Rocky Mengle Published
Financial Planning -
Healthcare Stocks Are Bargains Now
Becoming an Investor Healthcare shares are about as cheap as they have been in 40 years, yet expectations for earnings growth are strong.
By Nellie S. Huang Published
Becoming an Investor -
Bank-Loan Funds Are in a Sweet Spot
Becoming an Investor They do well when rates are rising and the economy is strong.
By Nellie S. Huang Published
Becoming an Investor -
How Automatic Enrollment in 401(k)s Could Reshape Saving for Retirement
Financial Planning The SECURE Act 2.0 could require employers to automatically enroll eligible workers in retirement plans. If the legislation passes, there could be pros and cons to this change.
By Michaela Wang Published
Financial Planning -
Earn 3.54% With Series I Bonds
Financial Planning A savings or money market deposit account is best for quick cash, but I bonds can fit into a longer-term savings plan.
By Lisa Gerstner Published
Financial Planning -
How to Invest for a Higher-Tax Future
Tax Breaks Use these strategies to boost your after-tax returns.
By Nellie S. Huang Published
Tax Breaks -
Think Twice Before You Close a Credit Card
Smart Buying Even if you’re no longer using it, closing an account could ding your credit score.
By Rivan V. Stinson Published
Smart Buying -
What Fee-Only Financial Advice Really Means – and Why It Matters
Financial Planning You’ve probably heard the term “fee-only financial adviser," but maybe you don’t quite grasp how that works or why it’s far better than the alternatives. Here’s the real scoop on financial planning fees.
By Pam Krueger Published
Financial Planning