Latest
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Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you're covered on everything from taxes to health care expenses to what happens to your estate when you're gone.
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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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Your MAGI in Retirement: Year-End Tax Strategies to Save Money
Taxable Income Strategic moves now can make a difference in your modified adjusted gross income (MAGI) when it’s time to file your return.
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How to Find the Best Jumbo CD Rates
Check out some of the top jumbo CD rates available today.
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12 FAQs About Medicare
Medicare When you turn 65, you have to master a new health care system. We’re here to help.
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Gifting While You're Alive: Tax Benefits and Practical Tips
Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do.
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Should You Help Your Adult Children Buy a Home?
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement.
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The Best Credit Cards to Use When Renting Cars
The best credit cards to use for rental car insurance — now updated for 2024.
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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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Best 401(k) Investments: Where to Invest
Knowing where to find the best 401(k) investments to put your money can be difficult. Here, we rank 10 of the largest retirement funds.
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Jumpstart Your Charitable Giving With A Donor-Advised Fund
In Association with the Jewish Communal Fund
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Roth IRA vs. Traditional IRA: Which is Better?
retirement Deciding between a Roth IRA vs. traditional IRA means understanding the differences for tax implications and qualifications.
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Florida Changes Homestead Exemption 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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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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The Wash Sale Rule: Six Things to Know to Avoid Tax Pitfalls
Investing The wash sale rule is important when you are selling and rebuying stocks to offset losses.
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How to Buy Stocks: A 4-Step Guide to Start Investing
Not everyone knows how to buy stocks, even as investing in the stock market is becoming more popular. This four-step plan can help.
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Inherited an IRA? Five Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
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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.
