How long do you keep tax returns and related paperwork? If you look for guidance about recordkeeping from the IRS website, the answer seems straightforward—retain...
Financial
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.
All Financial Articles
Made a Mistake With Your IRA? There’s Still Time to Fix It!
Traditional Individual Retirement Accounts (IRAs) were first introduced in 1974 as simple savings plans for workers who did not have pensions. But over time, they...
Best Car Insurance Companies
The cost of insuring a car in 2024 increased by a staggering 26% from 2023 and continues to climb. Car owners confronted with inflated bills...
States With No Income Tax: Do They Really Cost Less?
Nothing is certain except death and taxes—and even some taxes aren’t certain if you choose the right state. Examples: Alaska, Florida, Nevada, South Dakota, Tennessee,...
The Right Way to Choose an Annuity
Annuity sales have soared to record levels lately as retirees and those nearing retirement are drawn to the guaranteed income stream offered by these insurance...
Put an End to Money Fights with Your Partner
What do couples argue about more than sex, household chores, time spent together and snoring? Money. Nearly half of US adults have fights with their partners...
What’s a Smidcap?
Nervous that your stock portfolio’s performance depends on a handful of giant tech firms? Move over megacaps—“smidcaps” are about to shine. There is serious potential in...
Are You Prepared For the Next Big Stock Market Crisis?
Sometime in the future, another crisis will send stock market indexes plummeting. Maybe the US will be dragged into war…terrorists will attempt a 9/11-like incident…a...
Aging Alone? Financial Planning for Singles
Most personal finance guidance is directed at couples, but about half of women over age 65—and one of every five men—are single. The standard strategies...
Capital-Protection ETFs
How does this sound? You invest in an exchange-traded fund (ETF) that tracks the S&P 500 for the next year, and no matter what happens,...
Wealth Preservation Secrets of America’s Richest Families
Two families. Two fortunes. Two very different futures. A century ago, the Vanderbilts and the Rockefellers amassed astounding wealth. Cornelius Vanderbilt made his money in...
Dr. Allen Sinai’s Forecast Through Year-End 2024
Daunting challenges face the stock market for the rest of 2024—from high interest rates and stubborn inflation to rising geopolitical tensions around the globe and...
