How is your stock mutual fund doing this year? A lot depends on which index the fund compares its returns to. Problem: Many funds mislead...
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
Lessons From People Who Hate Retirement
If you haven’t heard the stories first-hand, you probably “know somebody who knows somebody” who thought they were embarking on their dream retirement only to...
Lower Your Energy Bills… A Lot!!
The average US household’s monthly power bill pushed past $120 in 2021, then continued to climb in 2022 as the hot summer increased air-conditioner use...
Strategic Money Moves for a Tough 2023
There are tough times ahead, as investors and consumers head into decades-high inflation, fast-rising interest rates and an economy teetering on recession. Bottom Line Personal...
CD Alternative
In today’s chaotic financial markets, cash is king. If you’re looking for safe, guaranteed income from your cash, nothing is as attractive as multiyear guaranteed...
Learn From the Money Experts’ Mistakes
With a bear market and an economy teetering on recession, any money missteps you make now tend to be amplified. To avoid the mistakes that...
Inflation Is Here to Stay!
Inflation surged above 9% recently, its highest rate in more than 40 years. Household budgets are being strained…savings are being decimated. Add in the steep...
Medicare Advantage Plans are Denying Payments
Many seniors opt for private Medicare Advantage plans instead of traditional fee-for-service Medicare so they can access a broader array of services and perks such...
When the Bear Bites Your 529
The bear market has been especially painful for parents of college students or children about to attend college. Their “529” tax-advantaged, education-savings plans—which families can...
Countdown to Tax Time
Tax-filing season may be months away, but certain tax matters are best considered before the calendar year ends. The IRS’s much publicized hiring of tens...
How a Top Fund Manager Beats the Bear Market
Fund manager Michael Morey beat the bear market. Over the past year, Morey’s Integrity Dividend Harvest Fund (IDIVX) has managed to return 1.4% versus an...
Roth IRA vs. Roth 401(k)
If you have some money to add to your retirement savings before year-end, throwing it in a Roth IRA if you are eligible to do...
