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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The Surprising Science That Explains How Grandma Got Scammed.
The Advocator

The Surprising Science That Explains How Grandma Got Scammed.

February 7, 2018

Not too far from our Bottom Line offices, a woman in her late 70s walked into a local bank branch.…

New Tax-Planning Opportunities for 2018—Start Making these Moves Now
The Pay-Less-Tax Man

New Tax-Planning Opportunities for 2018—Start Making these Moves Now

Edward Mendlowitz, CPA, ABV, PFS | February 5, 2018

Even if you haven’t finished preparing your 2017 tax return, now is the time to consider these powerful tax-planning moves to reduce your taxes for 2018.

How Shared Appreciation Mortgages Help With Down Payment
Mortgages

How Shared Appreciation Mortgages Help With Down Payment

Keith ­Gumbinger | February 1, 2018

What if you could take out a loan on your home and not pay it back until you sell your home? That’s what some finance companies have begun to offer.

Cheaper ETFs
Mutual Funds & ETFs

Cheaper ETFs

Todd Rosenbluth | February 1, 2018

Several of the best and largest ETFs have expense ratios two to five times as high as some less well-known and smaller ETFs that track similar indexes.

Best Credit Cards for 2018

Best Credit Cards for 2018

Jill Gonzalez | February 1, 2018

The credit card you choose will depend on whether you are a big borrower...traveler...foodie...or driver...or a small-business person or student.

The 5 Mental Traps That Make You Throw Away Money
Money Savers

The 5 Mental Traps That Make You Throw Away Money

Dan Ariely, PhD | February 1, 2018

Our normal human instincts and emotions lead us to make costly money mistakes—but here’s how you can do better.

February 7, 2018 | Portola Pharmaceuticals, Inc. | PTLA
Stock of the Week

February 7, 2018 | Portola Pharmaceuticals, Inc. | PTLA

Tom Plumb | February 1, 2018

This week’s Stock of the Week is about to launch a unique drug and has another in the pipeline.

Should You Consider an Adjustable-Rate Mortgage Now as Rates Rise?
Mortgages

Should You Consider an Adjustable-Rate Mortgage Now as Rates Rise?

Keith ­Gumbinger | January 31, 2018

Adjustable-rate mortgages are gaining popularity. But consider the hazards carefully before signing up for one.

$5 Here…$9 There…and Before You Know It, You’re Talking Real Money!
The Advocator

$5 Here…$9 There…and Before You Know It, You’re Talking Real Money!

January 29, 2018

It may be trash to you, but to someone else it’s treasure. We're talking about old clothes, books, jewelry, old…

January 31, 2018 | The TJX Companies | TJX
Stock of the Week

January 31, 2018 | The TJX Companies | TJX

Bill Staton, CFA | January 29, 2018

This week’s Stock of the Week is a retailer that has found its own way to stand up to the competition.

Uh Oh—Should Your Heirs Now Give Your Gifts BACK to You?
Wealthy and Wise

Uh Oh—Should Your Heirs Now Give Your Gifts BACK to You?

Gideon Rothschild, Esq. | January 25, 2018

The new federal tax law means that some previous lifetime gifts to heirs will now cost a family more of its wealth and should be reversed.

How to Convert Your Loose Change into a Silver Treasure Chest
The Money Connoisseur

How to Convert Your Loose Change into a Silver Treasure Chest

Scott A. Travers | January 25, 2018

U.S. dimes, quarters, half dollars and dollar coins from certain mint dates are worth much more than face value.

Beneficiary Control of Trusts—How Much Is Just Right?
Wealthy and Wise

Beneficiary Control of Trusts—How Much Is Just Right?

Gideon Rothschild, Esq. | January 25, 2018

You have to walk a fine line to give your heirs just the right amount of control over their trusts. Here’s how to do it.

The Terrible and Shockingly Common Estate-Planning Mistake
Wealthy and Wise

The Terrible and Shockingly Common Estate-Planning Mistake

Gideon Rothschild, Esq. | January 25, 2018

Many people leave wealth to their heirs only to have those assets scooped up by creditors or other outsiders. How to prevent that.

How Did the Bezos Blow It So Bad?
The Advocator

How Did the Bezos Blow It So Bad?

January 23, 2018

Jeff and MacKenzie Bezos were married about a year before he founded Amazon. Who knew that 25 years later he…