personal finance
9 Tax Deadlines for May 17 (Tomorrow Isn't Just the Due Date for Your Tax Return)
9 Tax Deadlines for May 17 (Tomorrow Isn't Just the Due Date for Your Tax Return)
Between due dates for extension requests, IRA or HSA contributions, and other deadlines, there's more to do by tomorrow's tax deadline than just filin…
May 16, 2021
Thinking of Buying an RV or Motor Home? Think Again!
Thinking of Buying an RV or Motor Home? Think Again!
A Lemon Law attorney has some insights on the downsides of RV ownership you should think about before putting your money down and hitting the road.
May 16, 2021
5 Ways to Prevent Working Mom Burnout
5 Ways to Prevent Working Mom Burnout
Practical advice on managing the demands that come from handling a career and a family at the same time … from one working mom to all the others out …
May 15, 2021
Refunds for $10,200 Unemployment Tax Break to Begin This Week
Refunds for $10,200 Unemployment Tax Break to Begin This Week
The IRS will start issuing automatic refunds in mid-May to people eligible for the unemployment benefit tax exemption.
May 14, 2021
18 Worst Things to Buy at Dollar Stores
18 Worst Things to Buy at Dollar Stores
These discount retailers stock plenty of bargains, but some of the merchandise isn’t worth the buck.
May 14, 2021
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Taxes on Unemployment Benefits: A State-by-State Guide
Taxes on Unemployment Benefits: A State-by-State Guide
Don't be surprised by an unexpected state tax bill on your unemployment benefits. Know where unemployment compensation is taxable and where it isn't.
May 13, 2021
Top Off Your HSA and Lower Your Tax Bill (While There's Still Time)
Top Off Your HSA and Lower Your Tax Bill (While There's Still Time)
If you haven't already contributed the full amount to your HSA for 2020, you have a few more days to do so and reduce your taxes at the same time.
May 12, 2021
Tap the Money Tied Up in Your Home with Keith Gumbinger
Tap the Money Tied Up in Your Home with Keith Gumbinger
Housing prices have been on a tear, and that means home equity is up, too. Turning that value into cash in your wallet can be complicated, though. Equ…
May 12, 2021
Here’s What Couples Need to Know About Merging Finances
Here’s What Couples Need to Know About Merging Finances
Couples trying to mesh their money styles have a lot to think about. To help decide how to handle things, try some tips from a financial adviser who h…
May 12, 2021
Is Your Financial Planner Acting in Your Best Interest?
Is Your Financial Planner Acting in Your Best Interest?
Not all financial professionals are held to the same standards. Some must meet a higher bar than others. What type of adviser are you working with?
May 12, 2021
HSA Contribution Limits and Other Requirements
HSA Contribution Limits and Other Requirements
Annually adjusted contribution limits, health plan minimum deductibles, and limits on out-of-pocket medical expenses must be met if you're covering he…
May 10, 2021
HSA Contribution Limits for 2022 Are Out
HSA Contribution Limits for 2022 Are Out
The IRS released the contribution limits, annual deductibles for health plans, and out-of-pocket expense limits for 2022 health savings accounts.
May 10, 2021
8 Money-Smart Ways to Spend Your Tax Refund
8 Money-Smart Ways to Spend Your Tax Refund
Since this year's tax deadline was pushed back to May 17, many people are just now filing their tax return. That means there are a lot of tax refunds …
May 10, 2021
Your Daughter Will Thank You for Teaching Her These 5 Financial Lessons
Your Daughter Will Thank You for Teaching Her These 5 Financial Lessons
On her first Mother’s Day as an expectant mom, a financial adviser shares five fantastic reasons to teach our daughters about finances, along with spe…
May 9, 2021
6 Things to Consider If You Are a Strong, Independent (and Single) Woman
6 Things to Consider If You Are a Strong, Independent (and Single) Woman
Lessons from my own 20s as a single woman for help getting ahead financially, staying ahead and living the life that you really want.
May 8, 2021
Annuities: How They Could Work for You
Annuities: How They Could Work for You
No doubt, investing in annuities can be a tough call for the active investor. But there comes a time when relinquishing some control in exchange for r…
May 6, 2021
Bill and Melinda Gates End Their Marriage, But Their Inspiration Lives on
Bill and Melinda Gates End Their Marriage, But Their Inspiration Lives on
Their shared commitment to giving inspired others — including me — to give big, too. I formed the non-profit Savvy Ladies to help women take financia…
May 5, 2021
Umbrella Insurance – Do I Need It?
Umbrella Insurance – Do I Need It?
You might think your home and auto insurance offer more than enough coverage, but if you’re wrong, one very bad day could wipe out your wealth. That’s…
May 5, 2021
How NFL Draftees Can Avoid Going Broke
How NFL Draftees Can Avoid Going Broke
It’s an all-too-common fate for many — but it’s avoidable with a little planning, according to a financial planner specializing in helping professiona…
May 3, 2021
4 Potential Problems with Equity Compensation, and How to Solve Them
4 Potential Problems with Equity Compensation, and How to Solve Them
Anyone who receives stock options, restricted stock units or other forms of equity compensation needs to understand how they work and how they are tax…
May 3, 2021
The Consequences of Gray Divorce
The Consequences of Gray Divorce
Divorce has financial consequences for everyone, no matter what your age. But for those 50 and up, there are some special circumstances that make divo…
May 2, 2021
10 Ways to Fail Miserably at Office Politics
10 Ways to Fail Miserably at Office Politics
Successfully navigating the workplace takes social skills as well as job smarts. To get ahead, make sure you avoid these 10 office politics blunders.
May 2, 2021
Estate-Planning Your Stuff with T. Eric Reich
Estate-Planning Your Stuff with T. Eric Reich
What to do with the house, the vacation house and the china? We talk with a financial adviser who's got some wise counsel. Also, who makes up the so-c…
May 2, 2021
When Is Amazon Prime Day 2021?
When Is Amazon Prime Day 2021?
Circumstances beyond its control forced Amazon to move its annual Christmas-in-July Amazon Prime Day blowout sale in 2020 to October. It looks like Pr…
April 30, 2021
Stimulus Plan Has Health Insurance Benefits, Too
Stimulus Plan Has Health Insurance Benefits, Too
The plan’s health care provisions could deliver big savings for early retirees and laid-off workers.
April 29, 2021