Personal Finances

Beware These Vacation-Rental Scams
Money Savers

Beware These Vacation-Rental Scams

Steven J.J. Weisman, JD | May 21, 2024

Short-term vacation rentals from websites such as Airbnb.com and Vrbo.com can save you on accommodations, but even these legit sites…

Worry Less About Your Finances
Personal Finances

Worry Less About Your Finances

Jared Dillian | May 18, 2024

Do you spend a lot of time worrying about your finances? And then perhaps you start following some of the…

SLATs: Not Just for the Wealthy
Personal Finances

SLATs: Not Just for the Wealthy

Martin Shenkman, CPA, JD | May 9, 2024

People often assume that Spousal Lifetime Access Trusts (SLATs) aren’t for them. After all, with the federal estate-tax exemption at…

Streaming Services for Your Money
Money Savers

Streaming Services for Your Money

Ryan Downey | May 7, 2024

Remember when TV was as simple as choosing a cable package and living with it? With today’s astonishing variety of…

Master Mechanic’s Money-Saving Car Secrets
Money Savers

Master Mechanic’s Money-Saving Car Secrets

Shahe Koulloukian | May 4, 2024

When AAA tallied all the costs involved in owning a car, including car payments, insurance, fuel, maintenance, repairs and more,…

The Most Important Document You Need
Personal Finances

The Most Important Document You Need

Michael Gilfix, Esq. | May 1, 2024

Imagine that you or an elderly family member has a stroke. Chances are she appointed a proxy to make health-care…

Need Emergency Cash? Consider a Margin Loan
Personal Finances

Need Emergency Cash? Consider a Margin Loan

Robert Carlson | April 22, 2024

Borrowing money is costly now, especially if you need cash for an emergency medical expense or unplanned events such as…

What Interest Rate Cuts Mean for Your Cash
Money Savers

What Interest Rate Cuts Mean for Your Cash

Ken Tumin | March 9, 2024

After short-term interest rates reached their highest levels in two decades last year, savers feasted on 5%+ yields on bank…

Keep Your Money Safe
Personal Finances

Keep Your Money Safe

March 8, 2024

Worried about your money these days? You’re not the only one! A recent USA Today survey found that more than…

Do Insurers Rule the World?
Personal Finances

Do Insurers Rule the World?

Kelli McCourt | March 2, 2024

I am confused about insurance—as are many of you, I’m sure. You pay premiums for cars, homes, jewelry and more…

What is Holistic Financial Planning?
Financial Advisers

What is Holistic Financial Planning?

Derek Burnett | February 23, 2024

Holistic financial planning brings all aspects of your financial plan, budgeting, savings and investing, and more together to serve your long term goals

Is Your Financial Advisor Ripping You Off?
Financial Advisers

Is Your Financial Advisor Ripping You Off?

David P. Meyer, Esq. | February 23, 2024

Millions of ­investors trust financial advisors with their nest eggs. But how do you determine whether it’s wise to rely…

How to Find a Financial Advisor you can Trust
Financial Advisers

How to Find a Financial Advisor you can Trust

Derek Burnett | February 22, 2024

A financial advisor you can trust will answer any question you may have, and be transparent about fee structures, commissions, and investment practices.

Can a Financial Advisor Help Me with Estate Planning?
Financial Advisers

Can a Financial Advisor Help Me with Estate Planning?

Derek Burnett | February 21, 2024

An estate planning financial advisor can help ensure your last wishes are carried out with the greatest benefits for your loved ones and favorite causes.

How Do Financial Advisors Help with Charitable Deductions
Financial Advisers

How Do Financial Advisors Help with Charitable Deductions

Derek Burnett | February 20, 2024

Financial advisors can help with philanthropy. Maximizing charitable deductions and helping you make the most impact with your philanthropic giving.