Feature Archive | December 2024

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December 22nd
- Take Charge of Retirement Spending With This Simple Strategy
December 21st
- What You Need to Know About Working For Yourself
- How to Manage Portfolio Risk With Diversification
- How Couples Can Manage Different Retirement Timelines
- How Much Money Is Enough to Be Happy? Can You Have Too Much?
December 20th
- What Can Accredited Investors Do?
- How Decentralized Finance Is Reshaping Investment
- 12 Steps to Take Now for More Financial Success in 2025
- 401(k) Super Catch-Ups: Are They Right for You?
- Five Year-End Strategies You Can't Afford to Miss
- Buying an Insurance Policy: Three Ways to Do It
December 19th
- What Is a Qualified Charitable Distribution (QCD)?
- Embracing Generative AI for Financial Success
- Gen X Retirement Is in Trouble: Here's What You Can Do
- 10 Ways Your 1031 Exchange Can Go Horribly Wrong
- Sleep Better in 2025: Slay These Four Retirement Fears
- From Entrepreneur to Retiree: Boosting Your Business' Value
December 18th
- UBS Global's Solita Marcelli: It's a Green Light for U.S. Stocks in 2025
- Will the TCJA Estate and Gift Tax Provisions Really Sunset?
- You've Got a Trust: Now Who Should Be the Successor Trustee?
- Three Ways Fiduciary Financial Planners Put You First
December 17th
- The Best Industrial Stocks to Buy
- How Selling a Losing Stock Position Can Lower Your Tax Bill
- Annuity Definition and 14 Terms You Need to Know
- What the Family and Medical Leave Act Provides
- How Long-Term Care Insurance Has Become More Flexible
- Your Loved One Fell for a Romance Scam: What Not to Do
December 16th
- Gift Like Buffett: Three Financial Gifts for Kids and Grandkids
- What Makes an ETF Successful?
- Three Ways to Help Create Financial Stability for a Widow
- How to Embrace Personal Growth After a Gray Divorce
December 15th
- An End-of-Year Investing Checklist
- Year-End RMDs: Should You Invest, Spend or Donate Them?
- Three 'Yellowstone' Estate Planning Lessons
- Claim It Early or Delay? When to Start Taking Social Security
December 14th
- What's Keeping You From Investing? (And How to Overcome It)
- How to Invest Your Holiday Cash
- One Simple Tip for Planning the Three Stages of Retirement
- Digital Asset ETFs: A Less Risky Way to Invest in Crypto?
December 13th
- Jim Carrey Ran Out of Money in Retirement. Will You?
- How Lower Interest Rates Will Help the Housing Market
- Six Year-End Strategies That Will Better Prepare You for Your 2024 Taxes
- Crypto in Your Retirement Account? It's Not a Crazy Question
- Do You Feel Like Somebody's Watching You? It's Your Car
December 12th
- Here's How Collectibles Are Taxed
- Retirement Abroad? Three Countries Without Inheritance Tax
- Five Tax-Savvy Ways To Donate This Holiday Season
- A Checklist for Retiring in 2025
- Leave Your Life Story as a Legacy for Your Heirs
- I Won’t Be Handing Out Gift Cards This Christmas. Here’s Why
- Three Possible Tax Impacts for Retirees Under Trump
- What to Know About Leverage and Bitcoin's Meteoric Rise
- How Do You Know When It's Time to Change Financial Advisers?
December 11th
- The Best Utility Stocks to Buy
- What to Learn from Corporate Insiders' Trades
- Quiz: Test Your Financial Literacy
- The Best Ways to Use Your Year-End Bonus (and the Worst)
- LLCs: Power Tools That Can Create Big Problems
- Never Talk About Money? For Women, That Can Spell Disaster
December 10th
- Tax Pros: Is Someone Fraudulently Filing Returns With Your PTIN?
- Can Tariffs Make Childcare More Affordable?
- How to Guard Against Identity Theft in 2025
- How to Leave Money to Your Descendants But Still Keep Control
- How Combining Your Home Equity and IRA Can Supercharge Your Retirement
- The Six Estate Planning Steps Every Blended Family Must Take
- One Cure for Legal Headaches: The Advice of Outside Counsel
December 9th
- A Guide to Music Streaming Services
- Four Things You Need to Know Before Applying for Social Security in 2025
- What's Better Than Investing in Crypto? These 'Boring' Picks
- Four Actions to Lessen Retirement Stress for Women (and Men)
December 8th
- Year-End Retirement Tax Planning Actions if You Have $1 Million or More
- Five Simple Strategies to Ensure a Happy Retirement
December 7th
- Retire Abroad Before 55: Eight Expert Tips
- The Rule of $1,000: Is This Retirement Rule Right for You?
- 25 Financial Moves to Consider Before December 31
- Five Side Hustles You Could Turn Into a Full-Time Business
December 6th
- Should You Buy Pet Insurance?
- 13 Practical Strategies for Making Homeownership a Reality
- IRA vs. 401(k): Should You Pick One — or Both?
- Which of These Three Types of Soon-to-Be Retirees Are You?
- Will You Have a Retirement Income Gap? How to Fill It
- Who Works to Make Your Insurance Work?
December 5th
- Common Holiday Scams To Watch Out For This Holiday Season
- Protect Your Retirement: Seven RMD Mistakes to Avoid
- Are You a Renter? You Could Save on Taxes
- Tax-Efficient Planning That Provides Potential Tax-Free Income
- Six Year-End Deadlines for Retirees in 2024
- Roth or Traditional: How to Choose a Retirement Tax Strategy
- Buying an Annuity? Avoid These Three Classic Mistakes
December 4th
- Your MAGI in Retirement: Year-End Tax Strategies to Save Money
- Gifting While You're Alive: Tax Benefits and Practical Tips
- Should You Help Your Adult Children Buy a Home?
December 3rd
- Jumpstart Your Charitable Giving With A Donor-Advised Fund
- Holiday Office Party Taxes: Know Before You Go
- Florida Changes Homestead Exemption Property Tax Break
- Average Net Worth by Age: How Do You Measure Up?
- Three Charitable Giving Strategies for High-Net-Worth Individuals
- The Wealth-Building Powers of Health Savings Accounts (HSAs)
- Seven Ways to Be an Absolute Jerk as a Lawyer
December 2nd
- The Best Retail Stocks to Buy This Holiday Season
- One Good Way to Withdraw Retirement Assets (and a Bad One)
- What Is Capital Gains Tax Deferral?
December 1st
- Don't Leave Your Heirs an IRA Tax Bomb
- Five Ways to Maximize Your End-of-Year Philanthropy