All content Archive | January 2025

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January 22nd
- Stock Market Today: Earnings and AI Send Stocks to New Highs
- Why the 10-Year U.S. Treasury Yield Is So Important Right Now
- Oracle Stock Surges on Trump's Stargate Project
- Is Netflix Stock Still a Buy After Earnings, Price Hikes?
- Procter & Gamble Stock Rises on Earnings Beat: What to Know
- Why GE Vernova Stock Is Higher After Its Earnings Miss
- No New IRS Agents? What Trump’s Federal Hiring Freeze Means for Your Tax Return
- Listed: Two Dream Houses to Retire in Puerto Rico
- Risk On, Risk Off: The Mr. Miyagi Approach to Retirement Planning
- Opportunities and Challenges When You Inherit an IRA
January 21st
- Trump Revokes Biden's Order to Lower Drug Prices for Medicare
- Stock Market Today: Dow Adds 538 Points on First Trading Day of Second Trump Administration
- Why Vanguard Was Ordered to Pay a $106 Million Fine Related to Target-Date Funds
- Nvidia Stock Up After President Trump Revokes Biden AI Order
- Apple Stock Slapped With Another Sell Rating: What to Know
- Why 3M Is the Best Dow Jones Stock Today
- New Hampshire Mobile Home and Condo Property Taxes Inexplicably Triple
- Best Cold Weather Places to Retire
- Getting Divorced? Beware of Hidden Tax Traps as You Divide Assets
- All-You-Can-Eat Buffets: Can You Get Kicked Out for Eating Too Much?
January 20th
- 5 Tips for Investing in the Trump Presidency
- Where to Retire: Living in Portugal as a U.S. Retiree
- A Social Security Storm Is Gathering: Here's Your Safety Plan
- What a Second Trump Term Means for Investing in Water Safety
January 19th
- Elements of a Financial Snapshot for High-Net-Worth Individuals
- Why Digitizing Your Tax Records Can Simplify Your Filing in 2025
- 2025 Stocks Forecast: What Stock Pros Expect This Year
- How to Avoid These 10 Retirement Planning Mistakes
- Before the Next Time Markets Sink, Do Your Lifeboat Drills
January 18th
- What Are Passive Income Strategies and How Can I Use Them in 2025?
- Will You Owe Taxes on Your Recently Forgiven Student Loan?
- Do Wildfires Have You Worried About Your Insurance Coverage? Here's What to Do
- What's Worth Your Time in Retirement?
- This Late-in-Life Roth Conversion Opportunity Spares Your Heirs
- Women, What Is Your Net Worth?
- No TikTok, No Taxes? App Ban Threat Sparks Creator Tax Rebellion
January 17th
- Macy’s Will Close 66 Stores in 2025 – Check If Your Local Store Is One of Them
- Stock Market Today: Stocks Jump Ahead of Trump Inauguration
- 15 Reasons You'll Regret an RV in Retirement
- Medicare’s 2025 Drug Negotiation List Includes Ozempic and Wegovy
- Qorvo Stock Pops After Starboard Takes a Stake in the Apple Supplier: What to Know
- SLB Stock Jumps on Earnings, Dividend Hike and Buyback News
- Why J.B. Hunt Stock Is Sinking After Earnings
- Can You Get a Mortgage In Retirement? And Should You?
- Converting Retirement Savings to a Roth IRA? Don't Do This
- What Is Your 'Enough Is Enough' Number for Retirement?
- California Wildfires and Insurance: Looking for Help
January 16th
- Five Signs It's Time to Retire in 2025
- California's Home Insurance Crisis: Rising Risks, Soaring Costs and Limited Options
- Stock Market Today: Stocks Pause After a Big Rally
- Could ESG Funds be Removed from Your 401(k) Plan?
- UnitedHealth Is the Worst Dow Jones Stock Thursday. Here's Why
- Why Bank of America Stock Is Still a Buy After Earnings
- The Fine Print: What Trump Isn’t Telling You About His 2025 Tax Plans
- Taiwan Semiconductor Earnings Fuel a Rally in Chip Stocks
- Homeowners Rush to Install Solar Panels Before Trump Cuts Tax Credits
- Gov. Hochul Vows to Deliver $1 Billion in Tax Relief to New Yorkers
- Seven Tips to Land Your First Client as a Financial Adviser or Entrepreneur
- Asset Protection for Affluent Retirees in 2025
- The Tax Stakes for 2025: Planning for All Possibilities
- A Strategic Way to Address the Tax-Deferred Disconnect
January 15th
- Stock Market Today: Dow Pops 703 Points on Cooler Inflation
- CPI Report Keeps the Fed on Track: What the Experts Are Saying About Inflation
- Where to Go for a Post-Holiday Travel Break
- Why Wells Fargo's Revenue Miss Isn't Worrying Wall Street
- Citigroup Stock Jumps on Earnings, $20 Billion Stock Buyback News
- Trump’s Pitch for an ‘External Revenue Service’ Agency Attempts to Shroud Who Pays for Tariffs
- Is JPMorgan Chase Stock a Buy, Hold or Sell After Earnings?
- Will Corporate America Put Bitcoin on Its Balance Sheets?
- How Would Raising the Social Security Retirement Age to 69 Affect You?
- Dragging Your Feet on Saving for Retirement? Here's How to Jump In
- Generational Wealth Plans Aren't Just for Rich People
- To Insure or Not to Insure: Is Life Insurance Necessary?
January 14th
- How Another Trump Presidency Will Impact the Stock Market in 2025
- Stock Market Today: Stocks Are Mixed Ahead of CPI
- House GOP Bill Aims to Abolish the IRS and Rewrite the Tax Code
- More Taxes Could Slam New Yorkers Over MTA Budget Shortfall
- How To Manage Retirement Savings When Living Abroad
- Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets
January 13th
- Stock Market Today: Dow Leads as UnitedHealth Stock Pops
- Earnings Season: Live Updates and Commentary
- 'Pickleball Tax' Battle Heads to Court
- How to Organize Your Financial Life (and Paperwork)
- Financial Confidence? It's Just Good Planning, Boomers Say
January 12th
- Three Ways President Trump Could Impact the Economy
- Average Cost of Health Care by Age
- Will You Be Able to Afford Your Dream Retirement?
- Three Steps to Simplify Paying Your Taxes in Retirement
- Ready to File Taxes? What to Do Before the IRS Starts Accepting Returns
January 11th
- The IRS is Pursuing Partnerships and Their Owners
- Should You Add an Annuity to Your Retirement Portfolio in 2025?
- More SECURE 2.0 Retirement Enhancements Kick in This Year
- Saving for Your Emergency Fund: As Easy as 1-3-6
January 10th
- Stock Market Today: Dow Slides 697 Points on Super-Hot Jobs Data
- Essential Tech Tools To Manage Your Home and Finances While Traveling
- What Is a Certified Pre-Owned Car? Everything You Need to Know
- The Supreme Court's TikTok Ruling: What 170 Million Users Need to Know
- Blowout December Jobs Report Puts Rate Cuts on Ice: What the Experts Are Saying
- Wildfire Smoke Is Here to Stay. Here’s How to Clean the Air Inside Your Home.
- Constellation Energy Stock Soars on Its $26 Billion Buy. Here's Why Wall Street Likes the Deal
- Why Walgreens Is the Best S&P 500 Stock After Earnings
- Delta Stock Remains a Strong Buy After Earnings
- IRS Free File Is Now Open for 2025: Are Your Taxes Eligible?
- How to Find a Lost 401(k)
- Late to the Retirement Savings Party? Five Tips for 2025
- Watch Out for the ‘Medigap Trap’
- The Wrong Money Question to Ask After Trump's Election
- An Investing Plan for This Year: Doing Less Can Lead to More
- All About Six Types of Auto Insurance Coverage
January 9th
- California Fires: How to Recover Tax Records and Other Important Documents
- 10 Reasons to Leave Your Heirs a Roth IRA
- The Cheapest Places To Retire in the US
- The Best Bank ETFs to Buy
- Child and Dependent Care Credit: How Much Is It?
- Maryland Property Tax Assessment: What It Means for You
- Should You Use Add-On CDs?
- Social Security and Medicare Funding: Is the Sky Falling?
- What We Need to Do to Protect Retirees' Financial Security
January 8th
- Stock Market Today: Stocks End Mixed After FOMC Minutes
- H&R Block Faces Hefty $7 Million Fine: What It Means for Taxpayers
- Moderna Stock Is Volatile Amid Bird Flu Developments
- Exxon Mobil's Earnings Warning Shouldn't Worry Investors
- Why Advanced Micro Devices Stock Was Double-Downgraded
- Gov. Hochul Wants to Triple the New York Child Tax Credit
- U.S. Consumers May Feel Pinch From Panama Canal Tariff Hike
- Why You Should Check Your College's Financial Health
- New to Financial Advising? Nine Key Ways to Build Trust With Your Clients
- Where to Store Your Cash in 2025
- Financial Planning: Sisters Should Be Doin' It for Themselves
January 7th
- Stock Market Today: Stocks Dragged Down by Strong Data
- The Verizon Administrative Settlement Payment is a Reminder Class-Action Lawsuits Won't Make You Rich
- Gold Investments Continue to Shine
- Seven Ways Retirees Can Crush Holiday Debt in the New Year
- Nvidia CES 2025 Updates: What Investors Need to Know
- Meta Adds Dana White to Its Board, Ends Fact-Checking: What to Know
- Why McDonald's Is Still a Buy After Rolling Back DEI Initiatives
- The American Opportunity Tax Credit (AOTC): How Much Is It Worth?
- Why Small Business in 2025 Should Have You Excited
- Is Money Messing Up Your Family's Life?
- Do You Know the Power of Whole Life Insurance in Retirement?
January 6th
- Stock Market Today: Tech Stocks Soar Ahead of CES 2025
- Trump Pushes for ‘One Big, Beautiful Bill’ With Focus on Tax Cuts
- Costco's 2025 New Year Wellness Event: Save with Exclusive Membership Deals
- Social Security Fairness Act Will Boost Retirement Benefits For Millions. Will You Be Impacted?
- Five New Year's Investment Resolutions
- 7 Estate Planning Best Practices
- The Pros and Cons of Investing in Private Debt
- 5 Key Components of an Estate Plan — and 7 Others to Consider
- 10 Ways Retirees Can Manage Income Distribution
January 5th
- 5 Ways the Second Trump Term Could Affect Your Finances
- Inherited an IRA? Avoid These Common Mistakes That Can Cost You
- Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
- New Social Security Tax Reforms Change Benefits in Two States
January 4th
- 10 Predictions for 2025 from The Kiplinger Letter
- The Seven Key Milestone Ages in Retirement
- Problems with Medicare Advantage Plans Keep Mounting
- A Frugal Saver's Guide to Spotting Investment Costs
January 3rd
- Stock Market Today: Dow Adds 340 Points to End Skid
- Target Unveils New Gift Card Design to Combat Fraud
- Apple Proposes $95 Million Lawsuit Settlement Following Siri Spying Allegations
- $7,500 EV Tax Credit at Risk as Hyundai, Kia Models Finally Qualify
- Are Democrats or Republicans Better for My Insurance Premiums?
January 2nd
- Stock Market Today: Stocks Start the New Year With a Hangover
- Ford Issues Recalls of F-Series Trucks Due To Defective Fuel Pumps
- State Tax Changes for 2025: Key Reforms and What They Mean for Your Finances
- 1099-K Reporting Change for the 2025 Tax Season
- Arizona Rental Tax Repeal in 2025: What You Need to Know
- Four Financial Steps That Can Help the Sandwich Generation Cope
January 1st
- Will 2025 Be a Good Year to Sell Your House?
- New Year Brings New Jersey Gas Tax Increase: What to Know
- Investing Moves to Make at the Start of the Year
- Where to Retire 2025: Puerto Rico
- Retire Early in 2026: Is This the Year You Take the Leap?
- Three Easy But High-Impact Moves for Retirees
- Who Should Be the Trustee of My Real Estate Portfolio?