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When Renting Is Smarter Than Buying
real estate There are some situations when renting is smarter than buying. You're not necessarily throwing your money away when you rent.
By Miriam Cross Last updated
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Here are the 2025 income related monthly adjustment amount (IRMAA) income brackets and surcharge amounts.
Medicare participants with an income above the threshold must pay a surcharge for Medicare Part B and Part D based on their income.
By Donna LeValley Last updated
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Stock Market Holidays in 2025: NYSE, NASDAQ and Wall Street Holidays
Markets When are the stock market holidays? Here, we look at which days the NYSE, Nasdaq and bond markets are off in 2025.
By Kyle Woodley Last updated
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What Is the Federal Funds Rate?
The federal funds rate can impact a host of borrowing costs, and thus the entire U.S. economy.
By Jeff Reeves Last updated
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2025 Pet Travel Guide: Airline Rules and Preparation Tips
Plan a stress-free flight with your pet in 2025. Learn about airline policies, preparation steps and essential tips for a comfortable journey.
By Brittany Leitner Published
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Here's How Estate Planning Can Make Your Retirement Easier
These estate and legacy planning tools and strategies can help lower your taxes, protect your wealth and more, leaving you to relax during your golden years.
By Cliff Ambrose, FRC℠, CAS® Published
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Why 'Standard' Digital Background Checks Can Be So Unreliable
Missing online data, as well as stringent federal and state privacy rules, make it difficult to discover a prospective employee's or tenant's criminal past.
By H. Dennis Beaver, Esq. Published
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How to Write a Wedding Check as a Gift
There are some guidelines to writing a check for a wedding gift for newlyweds.
By Alexandra Svokos Last updated
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Presidents Day and the IRS: Four Things You Need to Know
Tax Season The weeks surrounding Presidents Day are a particularly busy tax time for the IRS.
By Kelley R. Taylor Last updated
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What to Do When Your ETF Closes
Not all ETFs succeed. Here's what to look out for and what to do if a fund you own closes.
By Kim Clark Published
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How Amazon Stock Became a Member of the 100,000% Return Club
Amazon's wide moat is one reason it has generated a 100,000%-plus return for investors over the long haul.
By Louis Navellier Published
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Presidents and Social Security: How Presidents Have Impacted America's First Social Insurance Policy
Since its inception in 1935, Social Security has expanded its mission and reach. Here is how each president from Roosevelt to Trump has impacted Social Security.
By Donna LeValley Published
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The Benefits of Sharing a Joint Bank Account With Your Parents
Opening a joint account provides a way to monitor an older person’s finances.
By Ella Vincent Published
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4 Ways to Lower Home Insurance Premiums in 2025
Learn how to reduce your homeowners insurance premiums with these four effective strategies.
By Jacob Wolinsky Published
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I Resolved to 'Shop My Closet.' Here's How It's Going
"Shop your own closet" has been a call to look at what you already own rather than buy new things. An editor tries it out.
By Alexandra Svokos Published
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Are You a High-Income Earner? Three Unexpected Reasons to Save More Than You Think You Should
High-income earners sometimes put off saving because they think they have plenty of time and money to do it later. That's not always the case, though.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
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How Financial Professionals Can Empower Their Female Clients
These three strategies can help advisers better serve women as they navigate unique financial challenges and build confidence.
By Jake Klima Published
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Warren Buffett Stocks: A Look at Berkshire Hathaway's Holdings
Warren Buffett's holdings are a diverse set of blue chips and lesser-known growth bets. Here, we look at Buffett's stock picks, as well as those of his lieutenants.
By Dan Burrows Last updated
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Ten IRS Audit Red Flags for Retirees in 2025
Retirement Taxes Retirees who think they can escape the IRS audit machine should think again.
By Joy Taylor Published
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Living Beyond Age 100: A Possibility With Financial Impact
Living longer raises important financial and lifestyle questions.
By Dennis McNamara Published
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Student Visas: Older Americans' Ticket to Living in Europe
Do you envision strolling about Europe, a book in one hand, a glass of wine in the other? You could make that happen by studying there, even if you're older.
By Kim Englehart Published
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Three Reasons It May Be Time for an Annuity 'Refresh'
Because of higher interest rates, inflation and newer annuity products, you could get a better deal today. Don't wait, though: Interest rates could start falling.
By David S. Corman Published
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Roth 401(k) Changes: What You Should Know for 2025
Retirement Savings Key changes to Roth 401(k) account rules may affect your tax planning and retirement savings.
By Kelley R. Taylor Last updated
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Why You Should Take Extra Care With Your Tax Return
Filing Taxes You can minimize your tax bill and avoid unwanted attention from the IRS by watching out for common errors and oversights.
By Sandra Block Published
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Grandparents: How Do You Handle Gifts for the Grandkids?
Can you give generously to grandkids without spoiling them or resorting to digital gifts? Here's how one grandmother and her friends have done it.
By Janet Bodnar Published
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McDonald's Stock: How Small Changes Have Led to 100,000% Returns
McDonald's incremental operating improvements have added up over the years, sending the company's long-term profitability soaring.
By Louis Navellier Published
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Vacation Rental in Retirement: Should You Airbnb or Vrbo Your Home for Extra Cash?
Cash is king in retirement. That’s where a short-term vacation rental can change the income equation.
By Brian O'Connell Published
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Three Common Cash Flow Mistakes and How to Fix Them
Better cash flow management could have a bigger impact on your retirement savings than simply making more money. Here's how to manage that.
By Mike Decker, NSSA® Published
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Trusts for Child Influencers: What Families Need to Know
As video blogging, or vlogging, gains popularity (and profitability), new laws are shaping financial obligations for caregivers of young creators.
By Stephen B. Dunbar III, JD, CLU Published