Personal Finances

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.

Robo Advisors Are Closing Down—Here’s What to Do
Financial Advisers

Robo Advisors Are Closing Down—Here’s What to Do

David Goldstone | December 10, 2018

Robo advisors were supposed to make it easier to invest for the long-term, but several have already closed. Here’s how to deal with the dangers.

How To Erase Potentially Giant Capital Gains Taxes
Wealthy and Wise

How To Erase Potentially Giant Capital Gains Taxes

Gideon Rothschild, Esq. | November 5, 2018

There’s a legal technique for giving away, and then receiving back, appreciated assets that wipes out your capital gain exposure. But know the danger, too.

Best Way to Earn a Few Extra Bucks…or A Lot…In Retirement
Retirement Planning

Best Way to Earn a Few Extra Bucks…or A Lot…In Retirement

Nancy Collamer | October 26, 2018

Whether you want extra spending money or to bulk up your nest egg, there are plenty of ways for retirees to make $10,000, $25,000, or $50,000+.

How Much Single-Payer Health Care Would Really Cost

How Much Single-Payer Health Care Would Really Cost

October 22, 2018

Medicare for All, the idea that the government pays for health care, is gaining steam. But how much would it really cost? Or save? Here are the numbers.

Discounts That Actually Cost You Money

Discounts That Actually Cost You Money

Akshay Rao, PhD | October 12, 2018

Consumers often misjudge the benefits of promotional offers, especially when percentages are involved and even when they think they are being wary.

An Annuity Gains Appeal
Retirement Planning

An Annuity Gains Appeal

Stan Haithcock | August 30, 2018

Retirees are turning to deferred income annuities in droves to address concerns about market volatility and outliving their nest eggs.