New rules postpone the start of required minimum distributions (RMDs) until age 73—but not withdrawing money from traditional IRAs and 401(k)s until then could create...
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
What to Do With an Unneeded Life Insurance Policy
Life insurance policies that were prudent decades ago can feel like financial sinkholes after premium increases. Here are options to consider when you no longer...
Growth Traps
Growth stocks soared 42% in 2023,* but with a slowing economy and possible recession in 2024, investors need to be wary of growth traps. A...
Negotiating With Your Medical Provider
A friend of mine recently asked me if he had the right to negotiate fees with his doctors. My friend has a very high-deductible family...
Best Money Moves in 2024
The economy should continue to grow as inflation subsides, but stock- and bond-market investors can expect greater headwinds…and high interest rates on loans will create...
What Is Shadow Banking…and Why Does It Matter to You?
You may wonder what financial experts mean when they mention the shadow banking system. The term might remind you of expressions like “dark web” or...
You Can Dispute Your Property Taxes…and Win
Property tax assessments are generated by computers without a human ever looking at the property—and they often are wrong. What to do if you think...
COVID Contrarians
Many of the pandemic’s stock darlings have crashed, and they won’t rebound anytime soon because consumer habits have shifted. But if you dig deeper, you...
The Hidden Risks Facing Retirees Today
Are you worried about outliving your retirement savings? Or a long costly stay in a long-term-care facility? Or concerned that steep inflation is eroding your...
Scam Alert: Watch Out for These Brand-New Ones…and Twists on Old Ones
Scammers are always latching on to slimy new strategies to steal your hard-earned money—even simple everyday events such as streaming your grandkids’ high school sporting...
What’s Ahead for 2024?
Wall Street analysts are once again warning of a possible recession and stock market losses as elevated inflation and interest rates finally take their toll...
Pros and Cons of Married Filing Separately
You married your spouse for better or worse—not to file your taxes jointly. According to the most recent IRS statistics, about four million taxpayers now...
