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When Are Taxes Due in 2025? Tax Deadlines by Month
Tax Deadlines Knowing all the tax deadlines for 2025 can help you avoid costly penalties.
By Kate Schubel Last updated
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What is Net Investment Income Tax (NIIT) and Who Pays It?
Income Tax Find out which income levels are subject to the 3.8% NIIT surtax.
By Kate Schubel Last updated
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How to Prepare for Early Retirement
Planning ahead for early retirement can help you avoid some common obstacles. But it will also help you cope if you lose your job unexpectedly.
By Kimberly Lankford Published
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Filing Taxes After Divorce: Tax Tips and Deductions for 2025
Divorce Could these overlooked tax breaks after divorce save you money?
By Kevin McCormally Last updated
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This Boring Retirement Income Source Has Big Tax Benefits
Don't ignore this retirement income source, especially if you are wealthy or need portfolio diversification.
By Maurie Backman Last updated
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Who Is Trump Nominee Daniel Aronowitz, Tapped to Secure Retirement Benefits?
Aronowitz will manage the Employee Benefits Security Administration (EBSA), which protects pension, health, and other benefits and enforces ERISA protections.
By Donna LeValley Published
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What to Expect When Applying for a Mortgage Loan
real estate Before you can apply for a mortgage loan and buy your dream home, there's a good bit of preparation to be done.
By Erin Bendig Last updated
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11 Reasons You Need Umbrella Insurance Right Now
insurance An umbrella insurance policy can protect your assets and future earnings from expensive lawsuits.
By Patricia Mertz Esswein Last updated
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6 Smart Ways to Save Money on Your Utility Bills
Tax Breaks Tax breaks make these green projects worth a look, as they help you save on your utility bills.
By Lisa Gerstner Last updated
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How to Upgrade, Declutter and Recycle Your Tech Responsibly
Technology Clear out old gadgets, protect your data and give your tech a second life.
By Mark Solheim Last updated
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'You Can't Take it With You.' Four Things You Lose in Retirement
There will inevitably be things you lose in retirement. But it's not all gloom and doom. Most people find happiness in retirement: here's how.
By Maurie Backman Published
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Planning to Leave Your Business? How to Find the Right Buyer
When you leave your business, your retirement, your employees and your legacy are at stake.
By Elaine Silvestrini Published
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The Retirement Mindset Shift: Deciding When to Ease Off Risk
Changing gears from growth to protection isn't easy for some folks. How do you do it? And when?
By Arrin Wray Published
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Want to Sue a Client for Unpaid Fees? That Can Backfire on You
In some cases, it'll work out better if you let it go instead of trying to force a deadbeat client, patient or customer to pay your bill.
By H. Dennis Beaver, Esq. Published
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One Retirement Safeguard You've Never Heard of but Need
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these.
By Donna LeValley Last updated
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529 Plans: Everything You Need to Know About Saving for College
529 Plans 529 plans offer convenience and potential tax savings when putting money aside for education. That said, there are still a range of rules you’ll need to know (and follow).
By Elaine Silvestrini Last updated
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Online Reviews You Can Use : Navigating Online Opinions for Better Buying
Travel To find reliable advice, you may need to disregard over-the-top (or fake) complaints and praise.
By Miriam Cross Last updated
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Do I Need Extra Insurance for My Drone?
insurance Before your drone takes to the sky, see if your insurer will cover any damages the unmanned aircraft may cause to others or their property.
By Kimberly Lankford Last updated
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The Best 3-Year CDs
Savings Do you have a short-term savings goal? A three-year CD can help you reach it risk-free.
By Erin Bendig Last updated
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16 Tips and Tricks Aldi Shoppers Need to Know
Smart Buying For many shoppers who are serious about spending less on groceries, a trip to discount supermarket Aldi is a weekly ritual.
By Andrea Browne Taylor Last updated
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Best CD Rates — A Risk-Free Way to Save
Savings CDs are a good vehicle to help your money grow. Whether you're saving for short or long-term savings goals, there's a CD solution for you.
By Sean Jackson Last updated
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What Is a Triple Net Lease?
What Is a Triple Net Lease?
By Erin Bendig Last updated
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Best Investments to Sidestep a Trade War
These ETFs are well-designed to weather rising U.S. protectionism and retaliatory tariffs.
By Jeff Reeves Published
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Life in Latitude Margaritaville Retirement Community: Partying, Fun, and Chilling in the Sun
Retirees looking for an active lifestyle are turning to retirement communities like Latitude Margaritaville. Here’s what it’s like to live out your retirement in one of its three sprawling communities.
By Donna Fuscaldo Published
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Semi-Retiring Abroad: How to Make Your Living Overseas Dream a Reality
Dreaming of retiring overseas without being limited to just one place? Try semi-retiring abroad. What you need to know about visas, taxes and the best countries for expats.
By Drew Limsky Published
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A Tax Strategy Now Helps Make Retirement Less Expensive Later
Knowing what your three tax buckets are and how to move savings from the tax-deferred bucket to the tax-free bucket can make a big difference in retirement.
By Matthew Eilers Published
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How Financial Institutions Can Blend Tech With Human Connection
Digital banking is convenient, but sometimes customers need personalized help, not to mention those who aren't tech-savvy. What's a financial institution to do?
By Kevin Brauer, MBA, CPA, CMA Published
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Seven Ways to Reduce Taxes on Social Security Benefits in 2025
Social Security Minimizing taxes on Social Security is an essential consideration for many retirees.
By Kelley R. Taylor Published
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Sherwin-Williams Is a Sleeper of the 100,000% Return Club
Sherwin-Williams has quietly carved out a massive return for shareholders over the years.
By Louis Navellier Published