Personal Finances

The Rule of 72
Personal Finances

The Rule of 72

Stuart Robertson | February 20, 2025

Want to double your investment money? Follow the rule of 72. It’s a quick and convenient shortcut to estimate how…

Money Mistakes…and What You Can Learn from Them
Personal Finances

Money Mistakes…and What You Can Learn from Them

February 20, 2025

Even the most accomplished financial professionals make money mistakes. Warren Buffett’s right-hand man Charlie Munger once said, “There’s nothing that…

Do You Need Title Lock Insurance?
Personal Finances

Do You Need Title Lock Insurance?

Steven J.J. Weisman, JD | February 19, 2025

Chances are you’ve seen online ads warning of identity thieves who will try to steal your home right out from…

Debt Consolidation
Credit & Debt

Debt Consolidation

Gerri Detweiler | February 19, 2025

You’ve probably seen the ads—debt-settlement companies promise to help people who are drowning in debt slash the amount they owe.…

Best First Credit Card to Build Credit
Credit & Debt

Best First Credit Card to Build Credit

Ted Rossman | January 31, 2025

It’s a fact—you need credit to get credit. But obtaining a first credit card can be a challenge for young…

Save Money by Preplanning Your Own Funeral
Personal Finances

Save Money by Preplanning Your Own Funeral

Sahara Farrugio | January 3, 2025

While more than 60% of Americans believe it is important to discuss funeral arrangements ahead of time, only about 20%…

What Is Smishing?
Fraud

What Is Smishing?

Steven J.J. Weisman, JD | December 17, 2024

The next text message you receive might not be from who you think it’s from—it might be a smishing scam.…

How to Avoid Venmo Scams
Fraud

How to Avoid Venmo Scams

Steven J.J. Weisman, JD | December 5, 2024

Money-transfer apps such as Venmo can be a convenient way to pay…and an attractive target for scammers. Venmo—and similar apps…

Common Estate-Planning Mistakes and How to Avoid Them
Estate Planning

Common Estate-Planning Mistakes and How to Avoid Them

Martin Shenkman, CPA, JD | November 13, 2024

Having your will done doesn't mean you’re done with estate planning. While the last will and testament is easily the…

What Is a Guarantor? Who Can Be One and What Are the Risks
Credit & Debt

What Is a Guarantor? Who Can Be One and What Are the Risks

Keith ­Gumbinger | November 7, 2024

Steep real estate and car prices have made it especially difficult for many young adults to qualify for mortgages, car…

Living Trust vs. Will: What You Should Know
Estate Planning

Living Trust vs. Will: What You Should Know

Michael Gilfix, Esq. | November 6, 2024

Wondering whether a will or a living trust is the appropriate document for your estate plan? The answer is simple—you…

Beware of These Online Shopping Scams
Fraud

Beware of These Online Shopping Scams

Steven J.J. Weisman, JD | October 28, 2024

Online shopping combines two things that scammers love to exploit—access to victims' credit card numbers and the anonymity of the…

US Elections 2024: What Will They Mean for Your Wallet?
Personal Finances

US Elections 2024: What Will They Mean for Your Wallet?

Greg Valliere | October 1, 2024

The sharply divergent agendas of Vice President Kamala Harris and former President Donald Trump are familiar to us all. The…

How to Switch Banks
Personal Finances

How to Switch Banks

Ken Tumin | September 27, 2024

Just the thought of moving your money to a new financial institution can be daunting—but it doesn’t have to be,…

Don’t Make These Financial Mistakes When Your Spouse Dies
Personal Finances

Don’t Make These Financial Mistakes When Your Spouse Dies

Michael Piper, CPA | September 26, 2024

More than a million older Americans lose a spouse each year. And sadly, while still dealing with their grief, many…