Money

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.

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All Money Articles

If You Owe Back Taxes, Here’s What to Do
The Pay-Less-Tax Man

If You Owe Back Taxes, Here’s What to Do

Edward Mendlowitz, CPA, ABV, PFS | September 17, 2018

Uncle Sam is mighty, but you have more control over your fate than you might think—if you know what steps to take.

The New 1040 Form Is Not So Simple

The New 1040 Form Is Not So Simple

Greg Rosica, CPA, CFP | September 14, 2018

The 1040 tax form has shrunk for 2018, but that doesn’t necessarily make your taxes simpler or quicker to fill out.

How to Tweak the 4% Rule for a Safer Retirement
Portfolio Strategy

How to Tweak the 4% Rule for a Safer Retirement

Wes Moss | September 13, 2018

With inflation rising, plus the possibility of a recession and bear market in the next few years, you need to adjust your retirement withdrawal rate.

How to Find a Breakthrough for a Tough Problem
Business

How to Find a Breakthrough for a Tough Problem

September 12, 2018

The best way to solve a complex problem isn't on your own or in a group. It's both. So finds a new Harvard study on collaboration.

The Family Secrets of Successful Entrepreneurs

The Family Secrets of Successful Entrepreneurs

September 11, 2018

Founders of new ventures who follow in their family’s business line tend to trounce their rivals.

Past Spending Habits Come Back to Haunt Retirement Savers
Investing

Past Spending Habits Come Back to Haunt Retirement Savers

September 11, 2018

If you could go back in time, would you forego certain spending habits to bolster your retirement nest egg? Many people would.

The Surprising Power of Retiring Just a Little Later
Retirement Planning

The Surprising Power of Retiring Just a Little Later

John Shoven, PhD | September 11, 2018

Working an additional year beyond 66 provides 8% more annual income for 30 years. And the longer you delay retirement, the greater the effect.

This Rising Money Trend Could Help You Save More
Retirement Planning

This Rising Money Trend Could Help You Save More

September 10, 2018

The pattern that Americans show in saving money provides encouragement for people who don’t save enough.

September 12, 2018 | Cummins Inc. | CMI
Stock of the Week

September 12, 2018 | Cummins Inc. | CMI

Bill Staton, CFA | September 10, 2018

This week’s Stock of the Week is an old company that’s succeeding in new ways.

The Market’s New Sweet Spot: Small-Cap Growth Funds
Mutual Funds & ETFs

The Market’s New Sweet Spot: Small-Cap Growth Funds

Todd Rosenbluth | September 10, 2018

After sitting out much of the bull market, small-cap growth stock funds have taken center stage.

Don’t Become as Complacent as These Investors
Portfolio Strategy

Don’t Become as Complacent as These Investors

September 4, 2018

Many investors today are dangerously complacent about their investments and don’t seem to understand that market volatility often brings steep losses.

September 5, 2018 | Microchip Technology Inc. | MCHP
Stock of the Week

September 5, 2018 | Microchip Technology Inc. | MCHP

Tom Plumb | September 4, 2018

This week’s Stock of the Week is a technology company that makes chips for products that are all around you.

Don’t Die Without a Will
Wealthy and Wise

Don’t Die Without a Will

Gideon Rothschild, Esq. | September 3, 2018

Some famous people—including Prince, Heath Ledger and now Aretha Franklin—died without a will. Even if you don’t have big assets, you still need one.

Here’s a Big Reason to Be More Wary About Money Lies

Here’s a Big Reason to Be More Wary About Money Lies

August 31, 2018

Lying about money is the American way, as evidenced by these survey findings.

These Tricks Fool Many Consumers. Don’t Let Them Fool You.
Business

These Tricks Fool Many Consumers. Don’t Let Them Fool You.

August 30, 2018

Dubious online sales lead the pack of consumer complaints, followed by fraud. Here’s how you can thwart them.