Personal Finance

More From Personal Finance

article image
17 hours ago

DOL’s Final Fiduciary Rule Has Arrived

Learn about these long anticipated changes, who they affect and the impact that this new rule will have on individuals, businesses and advisors alike.

ByBrian MenickellaContributor
article image
21 hours ago

3 Mistakes Beneficiaries Must Avoid When Inheriting An IRA

The new rules apply to IRA beneficiaries who received an inheritance in 2020 or later. Tax planning can help minimize the taxes you owe on your inheritance.

ByDavid RaeContributor
article image
23 hours ago

What Is A Roth IRA - And Should You Have One?

A Roth IRA can be a valuable retirement savings tool, but whether it's right for you depends on your personal retirement strategy.

ByLiz FrazierContributor
article image
Apr 23, 2024

7 Book Suggestions To Improve Your Personal Finance Management

It's World Book Day. Explore these seven book suggestions that can help improve your personal finance management.

ByTrue TamplinContributor
article image
Apr 23, 2024

8 Best Investments For 2024

With all the uncertainty in the economy, many investors are still cautious where to park their money.

ByJeff RoseContributor
article image
Apr 23, 2024

PTET Tax Strategy 2024 Deadline Coming For California Business Owners

The Pass-Through Entity Tax (PTET) may be the only time your tax planner tells you to pay an optional tax. You need to know the dealine is fast approaching.

ByDavid RaeContributor
article image
Apr 23, 2024

Borrowers Get $49.2 Billion In Student Loan Forgiveness As One-Time Biden Program Winds Down

Nearly a million borrowers have received student loan forgiveness under a temporary Biden administration program. But the benefits are about to wind down.

ByAdam S. MinskySenior Contributor
article image
Apr 23, 2024

Beware The Tax Traps Sprung On Those Who Move In Retirement

High-tax states try to tax residents who moved to lower-tax states.

ByBob CarlsonSenior Contributor
article image
Apr 23, 2024

Picasso For All: Democratizing Blue-Chip Investments

By transforming RWAs to on-chain tokens, tokenization enhances mobility, transparency, and access, making every asset available in a borderless, always-on crypto market.

ByRoomy KhanContributor
article image
Apr 22, 2024

Second Circuit Nixes New York Charging Order Protection For Many LLCs

A U.S. District Court has ordered a judgment debtor to turnover shares in a Delaware LLC without regard to charging order exclusivity of remedy.

ByJay AdkissonContributor
article image
Apr 22, 2024

Biden Sets New Nursing Home Staffing Rules

Nursing facilities that receive federal funding through Medicare and Medicaid (effectively all of them) will have to employ enough staff to provide at least 3.48 hours...

ByHoward GleckmanSenior Contributor
article image
Apr 22, 2024

How To Utilize Life Insurance For Retirement Income

Life insurance should be a part of many people's retirement plans. However, it shouldn't be your main source of retirement income. Here is why!

ByDavid RaeContributor
article image
Apr 22, 2024

Student Loan Forgiveness Will Be Halted For This Group Starting Next Week: 6 Takeaways

The Biden administration will stop all student loan forgiveness processing for a critical cohort of borrowers starting next week. Here's what borrowers should know.

ByAdam S. MinskySenior Contributor
article image
Apr 22, 2024

5 Types Of Bank Accounts You Need And How To Use Them Properly

Learn the difference between these five types of bank accounts and how you should be using them.

ByJim WangContributor
article image
Apr 22, 2024

Credit-Building Apps Can Help Your Finances But Also Have Their Limits

Credit-building apps have boomed over the last few years, with promises of higher scores and longer credit histories. But do these apps really help build your credit?

ByRobert FarringtonSenior Contributor
article image
Apr 22, 2024

How To Maximize Your Charitable Giving To Save Taxes

What is the best way to make your donations to charity? I use two tactics – “tax bunching” and a donor advised gift fund.

ByCarolyn McClanahanContributor
article image
Apr 21, 2024

Where Should Financial Literacy Be Taught—Home Or School?

The antiquated argument that personal finance should be taught at home simply looks silly in 2024.

ByTim MaurerContributor
article image
Apr 20, 2024

Where Should I Keep My Cash? CDs Versus High-Yield Savings Accounts

While they are similar savings vehicles in many ways, high-yield savings accounts provide more flexibility while CDs can lock in higher rates.

ByLiz FrazierContributor
article image
Apr 19, 2024

NFL Star Donovan McNabb & Keith Bulluck: Wealth After The Big Paycheck

Navigating the financial landscape post-NFL career requires strategic planning and foresight, especially considering the average career length of only 3.3 years in the...

ByJaime CatmullContributor
article image
Apr 19, 2024

How Zero-Sum Thinking May Affect Attitudes About Taxes

The answer says a lot about how you see taxes, as well as immigration, affirmative action, and many other policy choices.

ByHoward GleckmanSenior Contributor