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
A major concern when seeking financial help is how much a financial advisor will cost. This depends on the fee model the advisor works under.
The Stock Market May Double…Maybe Even Triple…by 2034
Consumers and investors are wary these days. The S&P 500 index is at the same level it was at the end of 2021. A recession...
What Is a Financial Advisor?
A financial adviser is one of several types of financial specialists that can advise you regarding your spending and investments to help grow your wealth.
Hidden Tax Trap in New RMD Rules
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...
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...
