-
Op-Ed: Here Are Some Savvy Tax-Efficient Investment Strategies
High-net-worth investors have several options when it comes to tax-saving moves. Here’s a look at a few of them.
-
Consumers Have Saved More Than $100 Billion in Health Savings Accounts
Health savings accounts are growing rapidly. They are available to consumers with a high-deductible health insurance plan and have a triple tax advantage.
-
Budgeting for a Baby: Here's What Financial Advisors Recommend for New Parents
Expecting a baby? It’s important to start thinking about both the short-term and long-term costs of raising a child, say financial advisors.
-
Op-Ed: While Green Investments Are Underperforming, Investors Need to Remain Patient
Many environmental, social and corporate governance investors are seeing portfolio values decline this year. If it continues, how patient will ESG investors be?
-
Taking These 5 Steps Can Help Bulk Up Your Emergency Savings
Having enough cash set aside to cover big unexpected expenses can feel unattainable. But you may find more money in your budget by making some adjustments.
-
Here's How to Settle Your Loved One's Estate After They Pass Away
Experts say settling an estate can take six months to several years, depending on prior planning and simplicity of the assets. Here’s what to know.
-
The Pandemic Has Widened the Gap Between Women and Men's Retirement Savings. What to Know About Catching Up
Only 19% of women are confident they’re on track to retire without running out of money, according to TIAA. That’s compared to 35% of men.
-
Here's the Average Tax Refund So Far This Year — and the 3 Best Places to Stash Yours
A tax refund offers a rare opportunity to build a safety net. Here are three ways to stretch the one-time payment.
-
Op-Ed: Investors Should Look at Technology, Health Care and Industrials for Long-Term Investing Potential
A rocky start to 2022 has unnerved investors but three sectors — tech, health care and industrials — offer a lot of opportunity.
-
Financial Advisors Are Still Reluctant to Use Cryptocurrencies. Investor Demand May Change That
About 45% of advisors expect to use cryptocurrencies in the future in response to client requests, according to a report from Cerulli Associates.
-
Op-Ed: Why Investors Should Care About Who Owns Their Advisor's Firm
There are many factors to consider when selecting a financial advisor, from acumen to personal chemistry. Also important: who actually owns the advisor’s firm.
-
Buying Your First Home? Here's What You Need to Know
People looking to buy a home for the first time face a steep learning curve. Here are some of the basics from experts in the field.
-
Just Getting Started in Investing? Here Are 5 Tips for Young Investors
Whether the return of inflation and a war in Europe will end this bull run is the question of the moment. Young investors, however, have the advantage of time.
-
High Inflation Points to Bigger Social Security Cost-Of-Living Adjustment for 2023
Record high inflation could mean an even bigger boost for Social Security beneficiaries next year, according to one early estimate.
-
Here's What to Know About Managing Your Debt in Retirement
Household debt for retirement-age Americans has grown steadily. Here’s what to know about managing debt in retirement.
-
Why You May Miss the Market's Best Days If You Sell Amid High Volatility
Research shows that big market drops tend to precede large gains. If you panic-sell when stocks are down, you may miss the upside.
-
5 Ways the Fed and Higher Interest Rates May Impact You
The Federal Reserve is expected to start raising interest rates next week. That will have a big impact on consumers, from loans to investments and savings.
-
Remarrying? Here Are Financial Considerations to Keep in Mind Before Saying ‘I Do'
When it comes to remarriage, advisors recommend engaged couples look at their financial pasts, presents and futures before tying the knot again.
-
Already Claimed Social Security? There Are Still Ways You May Be Able to Increase Your Retirement Benefits
The age you claim Social Security largely determines the size of your monthly checks. But there are still ways you can boost that benefit payout.
-
When It Comes to a Will Or Estate Plan, Don't Just Set It and Forget It
Health issues and remarriage might prompt you to update your will, but be aware of other life changes that require a review of your estate plan, say experts.