Money

From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.

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Advice From The Man Who Taught Warren Buffett How To Invest
Investing

Advice From The Man Who Taught Warren Buffett How To Invest

Robert Hagstrom, CFA | October 10, 2024

For almost a half-century, Warren Buffett, legendary chairman and CEO of Berkshire Hathaway, has been asked the same question at…

When Do RMDs Start? 10 RMD Strategies
Retirement Planning

When Do RMDs Start? 10 RMD Strategies

Robert Carlson | October 9, 2024

If you turned 73 in 2024, the time to take required minimum distributions (RMDs) has arrived. Starting in or shortly…

Is There a Best Time to Buy a House?
Real Estate

Is There a Best Time to Buy a House?

Jessica Lautz, PhD | October 7, 2024

Are you thinking, It will never be a good time to buy a house? Then perhaps you should consult your…

Best AI Stocks to Buy
Investing

Best AI Stocks to Buy

Michael Cintolo | October 4, 2024

Eighteen months ago, Bottom Line Personal told you about the launch of an artificial intelligence (AI) program called ChatGPT. Since…

The Best Low-Risk Growth Stocks Now
Investing

The Best Low-Risk Growth Stocks Now

Brian Demain, CFA | October 1, 2024

For the past 15 years, one type of investing strategy that has beaten the broad stock market is growth—specifically, buying…

US Elections 2024: What Will They Mean for Your Wallet?
Personal Finances

US Elections 2024: What Will They Mean for Your Wallet?

Greg Valliere | October 1, 2024

The sharply divergent agendas of Vice President Kamala Harris and former President Donald Trump are familiar to us all. The…

Gift Tax Rules: How to Gift Money to Family
Taxes

Gift Tax Rules: How to Gift Money to Family

Martin Shenkman, CPA, JD | September 28, 2024

A married couple helps their adult child make a downpayment on his first home. A woman pays her aging mother's…

How to Switch Banks
Personal Finances

How to Switch Banks

Ken Tumin | September 27, 2024

Just the thought of moving your money to a new financial institution can be daunting—but it doesn’t have to be,…

Stocks on the Rise
Investing

Stocks on the Rise

Jack ­Forehand, CFA, CFP | September 26, 2024

How do you determine if a stock will rise? Forget about company valuations or earnings growth potential…just check if the…

Second-Home Tax Traps and Opportunities
Taxes

Second-Home Tax Traps and Opportunities

Timothy B. Borchers, Esq., CTFA, EPLS, AEP | September 26, 2024

Owning a second home can create unexpected tax traps as well as tax-saving opportunities, says attorney Timothy B. Borchers, coauthor…

Hedging Currency
Investing

Hedging Currency

Neena Mishra, CFA | September 26, 2024

Stock valuations in foreign markets may look more attractive than those in the US, but any profits earned are translated…

Don’t Make These Financial Mistakes When Your Spouse Dies
Personal Finances

Don’t Make These Financial Mistakes When Your Spouse Dies

Michael Piper, CPA | September 26, 2024

More than a million older Americans lose a spouse each year. And sadly, while still dealing with their grief, many…

Long-Term-Care Insurance: What You Should Know
Insurance

Long-Term-Care Insurance: What You Should Know

Glenn S. Daily, CFP, ChFC, CLU | September 26, 2024

The best advice for buying long-term-care insurance in 2025—don’t, says insurance expert Glenn Daily, CFP, ChFC, CLU. Obtaining insurance that…

How To Dispute a Credit Card Charge
Credit & Debt

How To Dispute a Credit Card Charge

Ted Rossman | September 21, 2024

Are you having a problem with a merchant over a product or service?  Perhaps, the $3 tip tacked onto a…

Best Online Side Hustles You Can Do to Make Extra Income
Personal Finances

Best Online Side Hustles You Can Do to Make Extra Income

Laura Olert | September 19, 2024

Somewhere between one-third and one-half of American workers are finding ways to make extra money on the side. For many,…