Personal Finances

Prepare Your Finances for an Emergency Handoff
Estate Planning

Prepare Your Finances for an Emergency Handoff

Amanda DesBarres | May 8, 2020

Confusion and costly mistakes can easily occur if you don’t plan ahead for someone to take over handling your finances in an emergency.

The “Best” Credit Card for 2020? That Depends on How You Spend

The “Best” Credit Card for 2020? That Depends on How You Spend

Sara ­Rathner | April 29, 2020

With credit card rewards as high as 5% or 6%, creating a portfolio of cards can pay off big. Here’s how…

How Your Trust Can Avoid Taxes by Changing States
Wealthy and Wise

How Your Trust Can Avoid Taxes by Changing States

Gideon Rothschild, Esq. | October 28, 2019

You can completely avoid state income tax on a trust’s income based on guidelines from a recent US Supreme Court ruling. Here’s how.

The Best Medicare Advantage Plan

The Best Medicare Advantage Plan

James Beem, MHA, MA | October 21, 2019

Members of Medicare Advantage plans share their insights to help you choose the best options.

Don’t Let Hospitals Make You Prepay Your Bill
Medical Expenses

Don’t Let Hospitals Make You Prepay Your Bill

Adria Gross | June 10, 2019

Here’s what to say when hospitals ask you to prepay for a procedure, which they are increasingly doing.

The New Rules to Protect Your Online Accounts After You Die
Estate Planning

The New Rules to Protect Your Online Accounts After You Die

Natalie Banta, JD | April 22, 2019

The laws on controlling digital accounts after someone dies have been quietly changing. Here's what you need to know.

Companies are Getting Sneakier with Shrinking Product Sizes

Companies are Getting Sneakier with Shrinking Product Sizes

Edgar Dworsky | April 8, 2019

Although the downsizing of products is not new, it has become trickier.

5 Money Mavens Reveal Their Most Memorable Mistakes
Personal Finances

5 Money Mavens Reveal Their Most Memorable Mistakes

April 8, 2019

Even some of the country’s shrewdest financial pros have made big mistakes with their money. Here are their confessions so you don’t make those mistakes.

The Right Way to Leave a Bequest for the Care of Your Pet
Wealthy and Wise

The Right Way to Leave a Bequest for the Care of Your Pet

Gideon Rothschild, Esq. | March 18, 2019

Here’s what you should and shouldn’t do to provide money for the care of your pet after you die.

Dont Believe These 7 Costly Health Savings Account Myths
Medical Expenses

Dont Believe These 7 Costly Health Savings Account Myths

Roy J. ­Ramthun | March 14, 2019

If you don’t understand how an HSA works, you may be leaving a lot of money on the table—or even get hit with penalties.

Be Cautious When Naming Beneficiaries for Your IRA
Wealthy and Wise

Be Cautious When Naming Beneficiaries for Your IRA

Gideon Rothschild, Esq. | February 18, 2019

As many readers are aware, IRAs can offer many benefits including the ability to defer taxes on the money placed…

Don’t Let “Step Therapy” Prevent You from Getting the Medication You Need

Don’t Let “Step Therapy” Prevent You from Getting the Medication You Need

Charles B. Inlander | January 14, 2019

We count on health insurance to help pay for our prescription drugs. But the new “step therapy” program can create obstacles. How to fight back…

Fight Your Medical Bills—and Win!

Fight Your Medical Bills—and Win!

Maureen Lamb | January 7, 2019

If you’ve been hit with a huge medical bill, don’t give up. Here’s how four groups of people fought health insurance denials and won.

The Best Credit Cards for 2019

The Best Credit Cards for 2019

Jill Gonzalez | January 7, 2019

You can reap tremendous rewards from these top credit cards by using each to spend in its most rewarding categories.

Here’s Who You Should Appoint as Your Executor or Trustee—and Who to Definitely Not Appoint
Wealthy and Wise

Here’s Who You Should Appoint as Your Executor or Trustee—and Who to Definitely Not Appoint

Gideon Rothschild, Esq. | December 24, 2018

Defaulting to the easiest or most obvious choice for your executor or trustee can have bad consequences—for your estate and your family.