Personal Finances

The Big Social Security Mistake Most People Make
Retirement Planning

The Big Social Security Mistake Most People Make

Jason ­Fichtner, PhD | November 5, 2019

Very few people pick the right age to start collecting Social Security, sacrificing many thousands of dollars, according to a new study.

Financial Advisors Reveal the Worst Mistakes Their Clients Made
Financial Advisers

Financial Advisors Reveal the Worst Mistakes Their Clients Made

November 5, 2019

You would be shocked by the financially foolish things some people do. You can learn to avoid disaster from these financial goofs.

How Your Trust Can Avoid Taxes by Changing States
Wealthy and Wise

How Your Trust Can Avoid Taxes by Changing States

Gideon Rothschild, Esq. | October 28, 2019

You can completely avoid state income tax on a trust’s income based on guidelines from a recent US Supreme Court ruling. Here’s how.

Medicare Advantage or Original Medicare? How to Choose

Medicare Advantage or Original Medicare? How to Choose

Casey Schwarz | October 21, 2019

If you need help navigating the alphabet soup of traditional Medicare (plus Medigap) and Medicare Advantage, here’s how.

Despite Lower Rates, Most Vehicle Owners Shouldn’t Refinance

Despite Lower Rates, Most Vehicle Owners Shouldn’t Refinance

Greg McBride, CFA | October 21, 2019

Here’s how to assess the possible savings by refinancing an auto loan.

Your Bank Safe-Deposit Box Might Not Be as Safe as You Think
Banking

Your Bank Safe-Deposit Box Might Not Be as Safe as You Think

Ken Tumin | October 21, 2019

Losses from safe deposit boxes are not uncommon for reasons ranging from bank mistakes to floods.

The Best Health-Care Insurers

The Best Health-Care Insurers

Penny Gusner | October 21, 2019

The best health-care insurers in a nationwide survey stand out for value, customer service and more.

The Best Medicare Advantage Plan

The Best Medicare Advantage Plan

James Beem, MHA, MA | October 21, 2019

Members of Medicare Advantage plans share their insights to help you choose the best options.

How to Choose a Private Health Insurance Plan

How to Choose a Private Health Insurance Plan

Ryan McCostlin | October 21, 2019

The best health-care insurers in a nationwide survey stand out for value, customer service and more.

Don’t Make a Costly Mistake with Your Retirement Savings When Changing Jobs
Retirement Planning

Don’t Make a Costly Mistake with Your Retirement Savings When Changing Jobs

October 15, 2019

If you’re switching jobs, here’s how to make sure you’re making the right moves with your retirement savings.

Prepare Your Finances for a Possible Recession
Personal Finances

Prepare Your Finances for a Possible Recession

October 4, 2019

Don’t let an economic downturn hurt your investments or your savings, borrowing and spending.

Employers Are Helping Build Emergency Savings
Personal Finances

Employers Are Helping Build Emergency Savings

Ida Rademacher | October 4, 2019

Help is available to build rainy-day funds. Hundreds of companies have programs to encourage employees to save for unanticipated expenses.

Estate Planning That Benefits from Low Interest Rates
Wealthy and Wise

Estate Planning That Benefits from Low Interest Rates

Gideon Rothschild, Esq. | September 30, 2019

A time of low interest rates can be great for shifting assets to a younger generation.

Google’s Mapping Feature Could Get You Scammed

Google’s Mapping Feature Could Get You Scammed

Zak Doffman | September 20, 2019

Searching for a plumber or locksmith or other help on Google could be a costly mistake.

Don’t Let Faulty Beliefs About Money Ruin Your Financial Life
Personal Finances

Don’t Let Faulty Beliefs About Money Ruin Your Financial Life

Bradley Klontz, PsyD, CFP | September 20, 2019

The inaccurate beliefs and harmful attitudes from childhood about how we should deal with money can be unlearned. Here’s how.