People often assume that Spousal Lifetime Access Trusts (SLATs) aren’t for them. After all, with the federal estate-tax exemption at nearly $13 million in 2023,...
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
Streaming Services for Your Money
Remember when TV was as simple as choosing a cable package and living with it? With today’s astonishing variety of streaming offerings, getting the most...
The GRANOLAS
If you’re nervous about having too much of the Magnificent Seven in your portfolio, consider the “Granolas.” That’s the acronym for 11 superstar European companies,...
Master Mechanic’s Money-Saving Car Secrets
When AAA tallied all the costs involved in owning a car, including car payments, insurance, fuel, maintenance, repairs and more, it found that the average...
Why Gold Will Shine in 2024
Gold has been the way to go in the 21st century. While the S&P 500 has produced a solid 7% annual return (when adjusted for...
The Most Important Document You Need
Imagine that you or an elderly family member has a stroke. Chances are she appointed a proxy to make health-care choices for her. But what...
Need Emergency Cash? Consider a Margin Loan
Borrowing money is costly now, especially if you need cash for an emergency medical expense or unplanned events such as a tax bill. But there...
Hidden Assets
It is challenging to find undervalued stocks these days. One solution: Look for small companies with “hidden” assets. Due to accounting rules, a balance sheet...
Stop Sabotaging Your Retirement Plans
Last year, behavioral economist Sarah Newcomb, PhD, explained to Bottom Line Personal readers why smart people routinely make bad financial decisions. The answer: Money mistakes...
US Tax Court Wins and Losses
Every year, hundreds of taxpayers battle the federal government in regional district courts and US Tax Court, an independent judicial authority created by Congress for...
Forecast: Top Performing Stocks for 2024
What’s going to be the S&P’s best-performing stock this year? Many Wall Street experts expect a repeat of 2023—large-cap tech stocks such as Meta Platforms...
Bitcoin ETFs
After years of delay, the SEC has approved 11 Bitcoin exchange-traded funds (ETFs), so now you can trade the cryptocurrency as easily as stocks. Some...
