Money

Six Tax-Saving Opportunities
Cutting Taxes

Six Tax-Saving Opportunities

P.J. DiNuzzo, CPA | September 20, 2023

Scattered throughout the Tax Code are oft-overlooked opportunities to trim your tax bill—or even score a free lunch. But if…

Social Security Can Ask for Money Back From You
Personal Finances

Social Security Can Ask for Money Back From You

Laurence J. Kotlikoff, PhD | September 14, 2023

Your elderly mother receives a notice in the mail from the Social Security Administration (SSA). It claims that she has…

Navigating Retirement in the 2020s
Retirement Accounts

Navigating Retirement in the 2020s

Robert Carlson | September 13, 2023

For the past four decades, retirees have enjoyed low prices on goods and services and long bull markets in both…

Treasury Alternative
Investing

Treasury Alternative

Bob Brinker | September 12, 2023

This year’s bank failures created a silver lining for bond investors—after the Federal government took control of assets from Silicon…

Best Exchange-Traded Funds for Foreign Investing
Foreign Investing

Best Exchange-Traded Funds for Foreign Investing

Neena Mishra, CFA | September 10, 2023

Researching individual stocks in other countries can be challenging. Many don’t even trade on US exchanges. The easiest way to…

How Much Should You Allocate to Foreign Stocks?
Foreign Investing

How Much Should You Allocate to Foreign Stocks?

Jeff DeMaso, CFA | September 9, 2023

Before choosing the best foreign stocks, funds or ETFs to invest in, you need to decide how much of your…

Time to Start Investing In Foreign Stocks Again?
Foreign Investing

Time to Start Investing In Foreign Stocks Again?

Thomas Shrager | September 8, 2023

For more than a decade, investors have looked at foreign stocks and thought, What’s the point? And in fact, it…

Beyond-the-Obvious Ways to Diversify Your Portfolio
Portfolio Strategy

Beyond-the-Obvious Ways to Diversify Your Portfolio

Philip Huber, CFP, CFA | September 6, 2023

Last year was a frightening wake-up call for many investors. It probably wasn’t a huge shock that equities lost ground—stock…

When a Fund Is Closed
Stocks

When a Fund Is Closed

David Snowball, PhD | September 5, 2023

One of the better stock funds for today’s volatile markets is the T. Rowe Price Capital Appreciation Fund (PRWCX). But:…

Medigap: What You Need to Know
Medical Expenses

Medigap: What You Need to Know

Lauren Bigham | September 4, 2023

Medigap is an unfamiliar and confusing topic for many of us who are approaching retirement age—but the Medigap decisions we…

Giving a Gift? Avoid These Tax Reporting Mistakes
Taxes

Giving a Gift? Avoid These Tax Reporting Mistakes

Martin Shenkman, CPA, JD | August 24, 2023

If you give someone a big gift, the IRS will have a gift for you, too—a tax form that’s a…

The Social Security Lump-Sum Option Has a Big Gotcha
Social Security

The Social Security Lump-Sum Option Has a Big Gotcha

Martha Shedden, CRPC, RSSA | August 22, 2023

If you claim Social Security benefits after you reach full retirement age, you’ll be offered an up-front payout equal to…

Japanese ETFs
Mutual Funds & ETFs

Japanese ETFs

Todd Rosenbluth | August 20, 2023

Warren Buffett is bullish on Japan. In the past few months, his company, Berkshire Hathaway, boosted its investment in five…

Protect Your Retirement
Retirement Planning

Protect Your Retirement

Mark D. Lowe, CFP | August 18, 2023

The 60/40 portfolio has always been considered a safe, conservative strategy for retirees seeking stability, not big returns. But that…

Insurers Exploiting Medicare
Insurance

Insurers Exploiting Medicare

Kelli McCourt | August 16, 2023

Most large Medicare Advantage insurers, including UnitedHealth Group, Kaiser Permanente and Humana, have been accused of fraud by whistleblowers, the…