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Can the Earned Income Tax Credit Help You? (Or Someone You Know)?
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Best AI Stocks to Buy: Smart Artificial Intelligence Investments
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Financial Wellness Is Self-Care: 3 Steps to Help Improve Yours
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More states roll out pay transparency laws
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A Financial Review in Early 2023 Can Optimize Your Strategy
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Tax Season is Here. What to Know Before You File
Investing
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A Retirement Income Distribution Plan Is as Critical as Saving
Designing a strategy to efficiently use your retirement savings is a critical step on your retirement planning journey to maximize your income and ensure a long-lasting retirement.
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The Markets Were Miserable Last Year, But That’s Great News
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments.
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Stock Market Today: Stocks Gain Ahead of Fed Meeting
Exxon Mobil (XOM) and General Motors (GM) both popped after reporting solid earnings.
Personal Finance
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The Best Balance Transfer Credit Cards of February 2023
Balance transfer credit cards have the power to drastically cut your payments with 0% APR. But there’s a cost, and rules to follow.
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Best Student Credit Cards February 2023
Students can get hundreds of dollars in cash back while they build credit with these offers from popular issuers.
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Best Cash Back Credit Cards February 2023
Smart Buying Looking for the credit card that pays the most cash back? These lenders may pay hundreds of dollars, with minimum hassle.
Taxes
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IRS Form 1099-K: Why You Might Not Get One From Venmo, PayPal, or Cash App For 2022
The IRS 1099-K $600 reporting threshold involving payment networks like Venmo, PayPal, Amazon, Square, and Cash App is on hold.
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12 IRS Audit Red Flags for the Self-Employed
taxes If you are self-employed, minimize the odds of an IRS audit by avoiding these audit triggers.
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Family Business Survival Strategies as Tax Landscape Changes
tax planning Let's look at the main provisions of the Inflation Reduction Act of 2022 and the tools family businesses have at their disposal to protect their interests.
Retirement
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The Markets Were Miserable Last Year, But That’s Great News
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments.
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Five Ways to Diversify Your Portfolio During a Recession
Investing successfully during a recession is tough. However, you can protect and grow your portfolio with various diversification strategies.
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Curious About a QLAC? SECURE 2.0 Act Gives This Annuity a Boost
New legislation raises the amount you can transfer from your rollover IRA to a qualifying longevity annuity contract (QLAC), reducing RMDs and increasing guaranteed lifetime income.
