Latest
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Holiday Office Party Taxes: Know Before You Go
Tax Tips The IRS could tax your gifts from Christmas raffles, Secret Santa, and White Elephant. Here’s how.
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Affordability Crisis: Florida Votes to Increase Property Tax Break
State Tax Property taxes have skyrocketed nearly 60% within the last five years in Florida, and its constituents are finally doing something about it.
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Average Net Worth by Age: How Do You Measure Up?
Financial advisors discuss the secrets to growing your net worth over time.
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Three Charitable Giving Strategies for High-Net-Worth Individuals
If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes.
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The Wealth-Building Powers of Health Savings Accounts (HSAs)
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits.
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Seven Ways to Be an Absolute Jerk as a Lawyer
Here's what law students need to know about damaging their relationships with other lawyers and judges and running up the bill for clients.
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What Every Investor Needs to Know About Fiscal Years
A fiscal year is used for financial reporting. Here's why it's an important concept for investors to understand.
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The Best Retail Stocks to Buy This Holiday Season
E-commerce is a growing trend, but most folks still prefer to shop in stores. That makes these dominant retail stocks worth a closer look.
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Save $200 on Cyber Monday Shopping With the Amazon Credit Card Intro Bonus
Prime Visa, the Chase Amazon credit card, offers you savings on your Cyber Monday shopping, with a $200 sign-up bonus offer that expires on December 5, 2024 at 6 pm EST.
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One Good Way to Withdraw Retirement Assets (and a Bad One)
Don't withdraw retirement assets haphazardly. Managing distributions intentionally can lower your taxes, conserve your wealth and reduce Medicare premiums.
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What Is Capital Gains Tax Deferral?
Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it.
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Don't Leave Your Heirs an IRA Tax Bomb
Your traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
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Five Ways to Maximize Your End-of-Year Philanthropy
To do the most good, pick the right charity, be smart about how you donate and consider giving something just as valuable as money: your time.
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New IRS 1099-K Changes: What to Expect from PayPal, Venmo, More
Selling Online A new IRS 1099-K tax reporting requirement for payment networks like Venmo, PayPal, Amazon, and Cash App is supposed to apply for 2024.
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Short-Term Rentals: 10 Things to Know Before you Book on Sites Like Airbnb and VRBO
A successful short-term rental stay requires knowing the ins and outs of booking sites. Here's our take on Trip Advisor, Expedia, Booking.com, VRBO and Airbnb.
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Become a Digital Nomad: An Early Retirement Lifestyle
Embrace a digital nomad lifestyle to satisfy your wanderlust. Here are tips from an ultramarathon runner, a professional blogger and a financial planner.
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What Social Security Beneficiaries Should Know About 2025 Numbers
Declining inflation led to the lowest cost-of-living adjustment since 2020, with the 2025 COLA set to rise 2.5%.
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Three Options for Retirees with an Old (Forgotten) Annuity
Did you buy an annuity in the 2000s? If it’s been out of sight and out of mind since then, it's time to dust it off and start making it pay for your retirement.
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Tax Software vs a Tax Professional: Which Should You Choose?
The simple answer is a question: How complex are your taxes? Here's how you can decide whether you can go the easy route or need the help of a pro.
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17 Deal Sites and Tools for Finding Online Shopping Bargains
Ease the hassles of shopping online by using these deal sites that will do the bargain hunting for you.
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Best Dividend ETFs to Buy Now
ETFs Are you a set-it-and-forget-it income investor? These dividend ETFs provide a variety of long-term, cash-generating strategies.
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Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
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What’s the Best Medigap Plan?
Medicare The 10 Medigap plans offer different levels of benefits that pay for expenses not covered by original Medicare.
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Most Livable Cities 2024: How Does Your Town Rank?
California, Virginia, and New Jersey are home to some of the most livable cities in America. The AARP study ranked Great Neck Plaza, NY, first overall.
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Black Friday Discounts: Retailers With the Best Deals
Comparing Black Friday discounts is hard work. A new study highlights retailers with the best deals in key shopping categories.
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Seven Tips to Score Black Friday Discounts
Use these tips to save money and score the best deals this Black Friday.
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Black Friday: Tax Saving Tips to Know Before You Shop
Tax Deductions Before hitting the sales, businesses should know these key deductions and look out for overspending.
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The Key to Choosing the Right Annuity: Do Your Homework
Here are some of the pros and cons of annuities, along with an explanation of the different types. Which might work for you?
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Are You Annoyed That You Have to Buy Car or Home Insurance?
Maybe instead of considering car and home insurance extra expenses that you don't benefit from, think about how those policies protect your investment instead.
