Scattered throughout the Tax Code are oft-overlooked opportunities to trim your tax bill—or even score a free lunch. But if you wait until tax-filing deadlines...
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
Social Security Can Ask for Money Back From You
Your elderly mother receives a notice in the mail from the Social Security Administration (SSA). It claims that she has been paid too much in...
Navigating Retirement in the 2020s
For the past four decades, retirees have enjoyed low prices on goods and services and long bull markets in both stocks and bonds. But retirement...
Treasury Alternative
This year’s bank failures created a silver lining for bond investors—after the Federal government took control of assets from Silicon Valley Bank and others, it...
Best Exchange-Traded Funds for Foreign Investing
Researching individual stocks in other countries can be challenging. Many don’t even trade on US exchanges. The easiest way to get exposure and diversification is...
How Much Should You Allocate to Foreign Stocks?
Before choosing the best foreign stocks, funds or ETFs to invest in, you need to decide how much of your overall equity portfolio to allocate...
Time to Start Investing In Foreign Stocks Again?
For more than a decade, investors have looked at foreign stocks and thought, What’s the point? And in fact, it has paid to be a...
Beyond-the-Obvious Ways to Diversify Your Portfolio
Last year was a frightening wake-up call for many investors. It probably wasn’t a huge shock that equities lost ground—stock market volatility is expected. What...
When a Fund Is Closed
One of the better stock funds for today’s volatile markets is the T. Rowe Price Capital Appreciation Fund (PRWCX). But: It has been closed to...
Medigap: What You Need to Know
Medigap is an unfamiliar and confusing topic for many of us who are approaching retirement age—but the Medigap decisions we make now could dramatically affect...
Giving a Gift? Avoid These Tax Reporting Mistakes
If you give someone a big gift, the IRS will have a gift for you, too—a tax form that’s a lot trickier than it appears....
The Social Security Lump-Sum Option Has a Big Gotcha
If you claim Social Security benefits after you reach full retirement age, you’ll be offered an up-front payout equal to as much as six months...
