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Transferring IRA Money to a Health Savings Account
Rolling money from a traditional IRA into an HSA turns tax-deferred dollars into tax-free withdrawals for medical bills. But you'll maximize the tax breaks if you contribute new money to the HSA.
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How Stocks React to Global Crises
History shows that after an initial dip, share prices tend to bounce back smartly after a global crisis.
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How Well Do You Really Know Warren Buffett?
Warren Buffett has a reputation as one of the world's great investors. Take this quiz to learn more about his ideas.
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Maybe more people are listening to the need to save for retirement. This article provides some insights.
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Think You Can Phase Into Retirement? Think Again
New reports show a big disconnect between employers and older workers. Phased in retirements are actually rare.
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How China Reclaimed Its Title as Largest Holder of Treasurys
China holdings of U.S. government paper was up more than $44 billion in June, the biggest monthly jump in six years. Here's what is behind it.
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How to Talk About Money With Friends (Without Losing Friends)
This article shares some tips on talking about money without souring a friendship.
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10 Money Moves to Make in Your 20s
Believe it or not, your 20s are actually the perfect time to establish smart money-related practices. Here are some moves you'll want to consider.
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Should I Invest My Emergency Savings in the Stock Market?
Many financial advisers recommend keeping three to six months' worth of expenses for emergencies, but where's the best place to keep the money?
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Consumer Debt Reaches New Peak: Will Losses Follow?
Debt has been increasing based on latest reports. The author discuses the implications.
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Why Big Changes to Student Loan Forgiveness Are Probably Inevitable
For those who qualify for loan forgiveness, there is a major policy debate brewing. The author says changes to these programs are probably inevitable.
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Bargain Hunters Need to Act Fast While Trump Faces Exodus
The author discusses implications of President Trump disbanding business councils.
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A Bitcoin Is Worth $4,000--Why You Probably Should Not Own One
Bitcoins skyrocketed in value last year. Yet this author says owning Bitcoins is risky.
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Ten Unmistakable Signs Of A Toxic Work Environment
Here are ten unmistakable signs of a toxic work environment any job-seeker can spot if they keep their eyes open,
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Donald Trump Is Beginning to Lose to Obama in His Favorite Metric: Stock Market Performance
President Donald Trump is beginning to fall behind his predecessor President Barack Obama on one key gauge of his agenda: The stock market. This article presents unbiased figures.
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State treasuries and other agencies are holding more than $40 billion in unclaimed assets, according to the National Association of Unclaimed Property Administrators (NAUPA). Some of it could be yours.
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This is What Should Really Worry You About Stocks
Despite the continued bull market, the author points to the volume of short selling as a stock market indicator.
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Will I Ever Be Able to Retire Like My Grandma?
The author draws comparisons between the retirement expectations of the generations.
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5 Things Millennials Need to Know About Retirement
If you're a Millennial, you're in a great position to give yourself a fabulous retirement. However, knowing how to maximize your returns on said savings can make a huge difference in how far that money will go.
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This Stock Market Indicator Has Been Reliable for 115 Years. Now It's Saying You Should Buy
Amid the growing number of economic signs and worrisome predictions pointing to end of the bull market, one old-school market indicator is flashing a "buy" sign.
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It's Not Just You: Robocalls and Phone Scams Are Absolutely on the Rise
If you think you've been getting more phone calls that start with an automatic recording, you're not imagining it.
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O.J. Simpson Could Take Home $25,000 a Month When He's Released From Prison
O.J. Simpson will probably be quite comfortable financially when he is released from jail, thanks to pensions that may pay out more than $25,000 per month.
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It Took 17 Years, but Tech Stocks Have Finally Recovered From the Dotcom Crash
At long last, tech stocks have finally recovered all the losses they suffered during the bursting of the dotcom bubble in 2000.
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Debt Snowball Versus Debt Avalanche: What the Academic Research Shows
The author examines the mathematics of ways to get out of debt.
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Social Security Warns on New Scheme Similar to IRS Phone Scams
In a new scam making the rounds, callers claim to be from the Social Security Administration (SSA).
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Here's How Helsinki Gets 10% of All the Startup Exits In The World
In the last five years, Finland has seen at least one billion-dollar exit per year. The author offers opinions on the reasons.
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3 Sectors That Will Win in Fed's Great Balance Sheet Unwind
The author looks at the sectors that are set to thrive in this current environment and picked the three that look most promising.
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The Salary Chronicles: I Avoided a $20K Pay Cut By Negotiating to Work Remotely
The writer interviews a woman who became her company's first remote employee and avoided being sidelined in her career.
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New Push to Delay DOL Fiduciary Rule Until 2020
The controversial rule for fiduciaries has already been delayed and momentum is building for another delay.
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When Will the Bull Market End?
As the second-longest bull market in history makes its way into its ninth year, many investors are understandably asking: When will it end? Of course, no one knows for sure, but the author makes some educated guesses.
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A 50-Year Plan for Retirement Savings
Contributing to your grandchild's Roth IRA could be a valuable financial planning technique.
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The Advantages of a Tax-Free Transfer From an IRA to Charity
Besides benefiting the charity, you may save a bundle on income taxes, as well as stay below the income cutoff for some other taxes and charges.
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What Are the Odds the IRS Will Audit Your Tax Return?
Despite additional need for revenue, the rate of tax audits continues to decline.
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This is the Most Helpful Thing You Can Do for your Family Before You Die
The author advises you to compile all your personal information and name a point person.
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This Is Why Millennials Can't Have Nice Things (or Save Any Money)
According to new research, Millennials are falling victim to common financial vices, such as spending money in coffee shops
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Many Americans Will Work Past 65. Here's the Payoff
Millions of American workers in their 50s and 60s want, or need, to keep working past the traditional retirement age of 65. Here are some of the obstacles.
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Social Security Killed Me Off!
Mistakes by the Social Security Administration are hurting the financial lives of thousands of people by mistakenly declaring them dead.
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5 Questions to Ask Before Combining Finances (or Not)
Taking a relationship to the next level is often a key time to have a money talk.
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7 First-Time Homebuyer Mistakes to Avoid
It's tough being a first-time buyer in today's housing market. The author offers some practical advice.
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As You Age, Here's How To Steer Your Health Care
While debate over health care legislation takes center stage, this article provides valuable guidelines about seeking treatments.
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Charlie Sheen Once Offered $5 Million For His 1927 Babe Ruth World Series Ring
The article offers interesting tidbits on the collectibles market for sports memorabilia.
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Value Investing Is Not Dead If You Know How To Spot Value
In this author's opinion, the demise of traditional value investing is greatly exaggerated. He provides support for his position.
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Young Managers Are More Effective At Their Job In These Areas
This article points out ways that younger business leaders may excel.
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Funnel More Into Your 401(k) And IRA With Catch-Ups
The article shows how older individuals can add catch-up contributions to retirement plans within certain limits.
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Better Rates for Savers, Finally
According to the author, ultra-short-term bond funds yield more than cash, and their prices are unlikely to fall much as interest rates increase.
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Retirees, Avoid These 11 Costly Medicare Mistakes
Medicare covers the bulk of your health care expenses after you turn 65. But Medicare's rules can be confusing and mistakes costly.
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Read the Fine Print: 4 Ways You Sign Away Your Rights
Here's a look at some of the rights you might be giving up when agreeing to some terms and agreements.
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4 Things First-Time Homebuyers Need to Know
Buying a home is likely the biggest purchase you'll ever make, and it's not always an easy one. Here's what experts said first-time buyers need to know:
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Here's How to Become a Millionaire on $56,000 a Year
You don't need to earn an extraordinarily high salary to join the ranks of the wealthy. The author offers some suggestions.
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This Is Why Baby Boomers Are Divorcing at a Stunning Rate
Among U.S. adults ages 50 and older, the divorce rate has roughly doubled since the 1990s, according to a recent report. The article examines the reasons.
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How Trump's Health Care Bill Would Impact Your Taxes
The author summarizes the most important proposed tax changes that would affect individuals.But note that some or all of these provisions may be modified as part of a final bill.
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The Surprising Debts That Are Holding Many Americans Back
Credit card debt and student loans aren't the only culprits. Some individuals have significant amounts of debt from medical expenses and bills for cellphone service and utilities.
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Money Milestones: This is how your finances should look in your 40s
The 40s decade is a critical time for retirement savings, as it is likely when a person will reach their peak income and can make a dent in their long-term goals if they haven't yet begun to do so.
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Living The Digital Nomad Life On $4,000 A Month
Tired of the daily business grind? Here's how you can lead a nomadic lifestyle more conducive to your personal needs.
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Investors -- Prepare Your Portfolios For Potential Tax and Regulatory Reform
The author focuses on the significance of new technology, regulatory mandates, the overall speed of the global economy and new policies flowing out of Washington that impact taxes.
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5 Things I Wish I Knew Before Buying My First Home In My 20s
The author talks about five important "secrets" she wished she knew before she bought her first home.
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How To Retire With 'Buckets' Of Money
While it is important to accumulate wealth over your working years, it is not always about how much you have saved for retirement, but how much income you will have in retirement that matters.
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Phase A Full-Time Job Into Part-Time, Then Retirement
Phased-in retirement could be the optimal way to transition out of work, but it remains a rarity. Of course, there are certain concerns.
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5 Key Facts From Your Social Security Statement
Here are the five most important things to know about how Social Security works.
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How a Scholarship Affects Your 529 College-Savings Account
You can withdraw up to the amount of a scholarship from your 529 account without paying a penalty on the earnings, even if you don't use the money for eligible college costs.
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7 Smart Personal Finance Moves for Military Personnel Before Deployment
Take smart steps to protect your family and your finances if you're serving in the military.
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You can throw away most supporting tax records after three years, but keep your returns indefinitely.
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This Is the Biggest Reason to Work After You Retire (Besides Money)
It's not just money that drives retirement planning. People need and want a sense of purpose.
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Most Americans Are Losing Sleep Over Money Concerns
A new report shows money concerns are keeping 65% of Americans awake at night, with health care or insurance costs beating retirement savings as the primary source of anxiety for the first time in a decade.
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Want to Retire Early? The Simple Math - and Magic - of Lifestyle Stagnation
Being able to retire early may depend on some simple yet powerful strategies.
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Busting Myths About Marrying After 50
There's a lot to know if you are getting married for the second time, especially if you have children from a prior marriage.
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Want to Attract Young People to Your Company? Forget Ping-Pong Tables
Instead of recreational activities, business owners can offer to pay down debt to attract more millennials.
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The Stock Market's Jump on the French Election Is More Than a Relief Rally
In this author's opinion, the election run-off in France is good news for U.S. investors.
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This Event Could Lead To A Collapse Of The Euro... And Send Gold Skyrocketing
The results of the election in France could have a major impact. This article predicts a possible run-up in the price of gold.
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Russia Investors Get No Love From Trump, But...
The author notes some important trends concerning investments in Russia.
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How Your House Can Help Pay for Retirement
Citing the growing retirement income shortfall, the author shows how to tap into home equity.
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World's Billionaires 30th Anniversary: Looking Back on Three Decades Of Billionaires
Forbes magazine has been tracking the richest people on the planet for 30 years.This article pinpoints the trends.
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10 Key Steps to Getting a Small Business Loan
This article provides 10 key steps to take in getting a small business loan. It offers some practical advice and insights on the lending process.
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Why Impact Investing May Flourish in the Age of Donald Trump
The author offers opinions on how the Trump administration's policies are affecting social and economic change.
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6 Ways to Protect Yourself From Falling Stock Prices
Freaking out about the market? Here's what you can do right now to ease your anxiety.
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1 in 4 Workers Have Less Than $1,000 Saved for Retirement
You're not alone if you have next to nothing saved for retirement. But that doesn't mean you're in good company.
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Enough About Trump! Market Tired of Politics
What happens in the nation's capital will affect the broader economy to a certain extent, but the outlook for corporate America will have a bigger impact on the market.
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Here's a Strategy for Avoiding Steep Drops as Retirement Nears
Can you do anything about 'sequence risk' to your portfolio?
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The Dow's Tumultuous 120-year History, in One Chart
This strategist sees stock market as being at a 'tipping point.'
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The Trump Stock Rally's Not Over - At Least Until This Danger Sign Flashes
These experts say that the jobs market is the important indicator going forward.
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New Parents: 2 Crucial Money Moves To Make Within Your Baby's First Year
As a new parent, it is important to put some protections in place for you and your spouse, the family's breadwinners.
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4 Really Smart Things To Do With Your Tax Refunds
How you should you spend this windfall? Here are four practical suggestions.
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3 Investing Myths That Can Ruin Your Retirement
It's easy to fall into retirement strategy beliefs that "seem" to be true, but be aware of certain myths about retirement.
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Is The Tide Now Shifting Toward International Equities?
Recent momentum appears to be on the side of international stocks. Will it continue?
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How Trump's Web Of Influence Extends From Indonesia To Silicon Valley
The article analyzes the impact of President Trump on different sectors.
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Are Peer To Peer Loans Right For Your Portfolio?
There's a business directly connecting those that are looking to borrow with individuals willing to lend. The author discusses pros and cons of this as an investment strategy.
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The Recruiter Said 'At Your Age, You'd Better Take What You Can Get'
The author points out complications of running a consulting business.
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How Nervous Investors Should Play the Trump Rally
The author advises investors to lock in some profits and rebalance their portfolios. But don't go overboard.
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Your Retirement May Not Be So Horrible After All
More than 90% of baby boomers and members of Generation X surveyed feel that their ideal retirement is "very attainable" or "somewhat attainable." Here's why things are looking up.
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Stocks and Bonds Tell Investors Two Different Stories
Bonds and stock markets are sending conflicting signals about the outlook for the U.S. economy. The author sorts things out for investors.
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Household Debt is Dangerously Close to 2008 Levels
Warning: The debt loads of Americans are flirting with 2008 levels, when total consumer debt reached a record high of $12.68 trillion.
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How to Save More Money in 2017
If you're committed to saving more money in 2017, there are several different ways you can go about it. This article looks at three ways to increase your savings.
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For most taxpayers, it's fairly easy to trim down your tax liability without breaking the rules. Here are five examples.
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3 Rules for Picking the Perfect Retirement Age
There are a lot of factors that go into the decision about when to retire. Here are three general rules for picking the perfect retirement age for you.
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Retirement Questions, Answered: What Those Who Are Off-Track Should Know
The author clarifies a few basic concepts that come up frequently with her clients who aren't on-track for retirement.
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For-Profit College Stocks: How Long Will The Trump Bump Last?
For-profit college stocks are seeing an especially strong lift from the rising Trump tide that's boosted the broader market. But what happens next?
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25 Best Places to Retire Without A Car
Whether you're a millennial or a Baby Boomer in retirement, you don't need a car to live a fulfilling lifestyle.
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The 25x Rule To Early Retirement
According to this author, you need to save 25 times your annual expenses (not salary) to retire. Once you've achieved that milestone, you will be financially free.
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Don't Be Surprised When Your Employees Quit
This article cautions that bad things happen to employers who take their eye off the ball.
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The Six-Figure Freelancer: Here's How To Up Your Salary
More than 53 million people work as freelancers in the U.S. Here are some ways to boost your income to $100,000 when working solo.
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Replacing Obamacare's Subsidies for the Poor Is No Easy Task
As Republican leaders in Congress contemplate a repeal of Obamacare, certain problems may surface.
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Reference
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Market DataBank: 2Q 2017
Latest Market Analysis