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The Latest Breaking News on Personal Finance

Want to Create a Lasting Legacy? Four Issues to Address

To ensure a lasting legacy, you must have a clear plan for how your wealth will transfer, including mitigating taxes and avoiding pitfalls for your heirs.

Whole Life Insurance: A Multipurpose Financial Planning Tool

Whole Life Insurance: A Multipurpose Financial Planning Tool

Here’s how whole life insurance works, along with five key benefits (including savings and tax-efficient inheritance), as well as a few concerns to consider.

Dollar-Cost Averaging Into Stocks: How Does DCA Investing Work?

Dollar-Cost Averaging Into Stocks: How Does DCA Investing Work?

A brief primer on dollar-cost averaging into stocks, the popular set-it-and-forget-it investing method.

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Ways to Keep More of Your Money in Retirement

No one likes paying taxes, especially once you've retired. So here are some steps to consider now that could help minimize your taxes later.

10 Myths About Health Savings Accounts

When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.

How to Keep Lifestyle Creep From Hurting Your Wealth

While it's important to enjoy life when you're doing well, getting carried away could affect your wealth. Here's what you should do to prevent lifestyle creep.

10 Things You Need to Know About Health Savings Accounts

If you don’t have many medical expenses now, in the long term you’ll be able to benefit even more from the tax advantages of an HSA.

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Qualify for Roth IRA Contributions by Lowering Your Income

Qualify for Roth IRA Contributions by Lowering Your Income

If your income is just above the cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.

Delay Social Security by Just 30 Days? Why This Tiny Move Could Boost Your Check for Life

Delay Social Security by Just 30 Days? Why This Tiny Move Could Boost Your Check for Life

You don't need to wait an entire year beyond your full retirement age to earn delayed retirement credits.

13 Smart Uses for Your Tax Refund

13 Smart Uses for Your Tax Refund

If you have a refund check coming your way, consider using it to bolster your personal balance sheet.

Eight Things No One Tells You About Retirement

Eight Things No One Tells You About Retirement

As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.

Should You Convert a Traditional IRA to a Roth After 60?

Should You Convert a Traditional IRA to a Roth After 60?

You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.

How to Save on Homeowners Insurance: Boost Your Deductible

How to Save on Homeowners Insurance: Boost Your Deductible

Boost your home-insurance deductible and you’ll not only reduce your premiums but also avoid filing small claims that could cause a rate hike.

Tap an IRA Early, Delay Social Security

Tap an IRA Early, Delay Social Security

This strategy could lower your lifetime tax bite, let you collect higher benefits and extend the longevity of your portfolio.

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Roth IRA vs. Traditional IRA: Which is Better?

Deciding between a Roth IRA vs. traditional IRA means understanding the differences for tax implications and qualifications.

Slay Your Home's Energy Vampires

You have the power to save money and energy in your own home with these 8 tools and tricks

You Can Now Collect a Public Pension and Full Social Security Benefits

If you receive a public pension from the government, you can now collect full Social Security benefits as well as your pension, due to the Social Security Fairness Act.

How to Open a Roth IRA in Five Simple Steps

Here's what you need to know in order to open a Roth IRA.

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