Personal Finances

Wealth Preservation Secrets of America’s Richest Families
Personal Finances

Wealth Preservation Secrets of America’s Richest Families

Michael Isom | July 26, 2024

Two families. Two fortunes. Two very different futures. A century ago, the Vanderbilts and the Rockefellers amassed astounding wealth. Cornelius…

What is a Money Market Account?
Personal Finances

What is a Money Market Account?

Ken Tumin | July 15, 2024

We all know about checking and savings accounts, but you may not be aware of a third type of account.…

Dr. Allen Sinai’s Forecast
 Through Year-End 2024
Personal Finances

Dr. Allen Sinai’s Forecast
 Through Year-End 2024

July 1, 2024

Daunting challenges face the stock market for the rest of 2024—from high interest rates and stubborn inflation to rising geopolitical…

Under-the-Radar Credit Cards
Credit & Debt

Under-the-Radar Credit Cards

Ted Rossman | July 1, 2024

The credit card landscape has been a bit static lately. There are plenty of great cards available…but they’re largely the…

Bottom Line’s 
Experts Say, “Conventional Financial Wisdom Is Wrong!”
Personal Finances

Bottom Line’s 
Experts Say, “Conventional Financial Wisdom Is Wrong!”

Pam Krueger | July 1, 2024

Plan to spend less in retirement than when you were working…hold off starting Social Security payments as long as possible…US…

How to Prevent Identity Theft
Fraud

How to Prevent Identity Theft

Steven J.J. Weisman, JD | June 28, 2024

Identity fraud is a persistent problem these days. When companies that store your information suffer data breaches, thieves sell your…

Eight Tips to Pay Off Credit Card Debt Fast
Credit & Debt

Eight Tips to Pay Off Credit Card Debt Fast

Ted Rossman | June 21, 2024

If you are wondering how to get out of credit card debt—or how to consolidate credit card debt—you’re not alone.…

Filial Responsibility Laws Could Disrupt Your Estate Plans
Personal Finances

Filial Responsibility Laws Could Disrupt Your Estate Plans

Sylvie Richards, Esq | June 11, 2024

In 29 US states, “filial responsibility laws” hold adult children responsible for their parents’ long-term care costs. Here’s what to…

Make Sure Your Financial Advisor Is On Your Side
Personal Finances

Make Sure Your Financial Advisor Is On Your Side

Dana Anspach, CFP | June 11, 2024

Under federal law dating back to 1940, investment advisors are required to act in their clients’ best interests…so most of…

Not All Inheritances Have to Be Equal
Estate Planning

Not All Inheritances Have to Be Equal

Jeffrey L. Condon, JD | May 24, 2024

Baby boomers are expected to pass along $73 trillion to their heirs over the next two decades. Conventional wisdom says…

New Reporting Requirement for Small Businesses
Personal Finances

New Reporting Requirement for Small Businesses

Martin Shenkman, CPA, JD | May 22, 2024

Effective this year, the Corporate Transparency Act (CTA) requires small businesses and entities to file ownership information with the Financial…

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…