Personal Finances

How to Give to Charity from Your IRA (And Avoid Taxes)
The Pay-Less-Tax Man

How to Give to Charity from Your IRA (And Avoid Taxes)

Edward Mendlowitz, CPA, ABV, PFS | August 20, 2018

You might be able to make non-taxable gifts to charity directly from your IRA—and get additional tax benefits at the same time. Here’s how.

Are You a Trustee of a Life Insurance Trust? Know Your Obligations!
Wealthy and Wise

Are You a Trustee of a Life Insurance Trust? Know Your Obligations!

Gideon Rothschild, Esq. | August 6, 2018

Being trustee of a life insurance trust is not just an honorary title—you really do have some key responsibilities that you must perform.

The Dangers of Not Planning for Retirement—and How to Avoid Them
Personal Finances

The Dangers of Not Planning for Retirement—and How to Avoid Them

June 5, 2018

Consider this a warning from the future: Looking back, these are people’s biggest financial regrets…and we tell you how you can avoid them.

5 Mistakes to Avoid When Retiring Early
Retirement Planning

5 Mistakes to Avoid When Retiring Early

Wes Moss | May 24, 2018

Early retirement might be wonderful if you can afford it…but there are some very dangerous ways that many early retirees sabotage their own retirements.

Luxury Hotel Pillows Anyone Can Own

Luxury Hotel Pillows Anyone Can Own

Craig Clark | April 13, 2018

Hotels spend a lot of time trying to find ways to give you a great night’s sleep. Good news: Often,…

Support Services for Seniors
Personal Finances

Support Services for Seniors

Adriane Berg | March 22, 2018

These Support Services for Seniors Offer Little-Known Benefits

Retirement Planning
Personal Finances

Retirement Planning

Adriane Berg | March 16, 2018

Don’t Make These Retirement Planning Mistakes!

Booking Flights Online
Money Savers

Booking Flights Online

Corey Sandler | February 12, 2018

Corey Sandler, consumer expert, discusses ways that consumers can expedite the process and come away with the best ticket for the least amount of money.

You May Have These Rare Coins and Valuable Pennies in Your Pocket!
Money Savers

You May Have These Rare Coins and Valuable Pennies in Your Pocket!

Scott A. Travers | January 12, 2018

You may have a coin in your pocket—just a piece of ordinary change—that is worth hundreds or even thousands…

You Can Spend More Than You Think in Retirement
Retirement Planning

You Can Spend More Than You Think in Retirement

Meir Statman, PhD | October 20, 2017

Retirees often are warned not to overspend. But some retirees have the opposite problem—they underspend.

Beware of these Coin-Collecting Scams!

Beware of these Coin-Collecting Scams!

Scott A. Travers | October 17, 2017

In this video, Scott Travers, gold and rare coin expert and author, discusses coin-collecting scams and what to be aware of when purchasing from a dealer.

9 Tricky Terms: Deciphering Social Security Language
Social Security

9 Tricky Terms: Deciphering Social Security Language

Laurence J. Kotlikoff, PhD | June 25, 2017

Part of what makes the Social Security system so tricky is the language used to explain it. Here’s how to understand Social Security language.

How to Keep Financial Information Safer on Your Phone

How to Keep Financial Information Safer on Your Phone

Eva Velasquez | June 15, 2017

More and more of your financial life happens right on your smartphone—and not just buying stuff on Amazon and elsewhere.…

Answers to Tricky Questions about Health Savings Accounts

Answers to Tricky Questions about Health Savings Accounts

Roy J. ­Ramthun | April 24, 2017

A little-noticed portion of the failed health-care bill introduced by House Republicans in March would have dramatically expanded the benefits of…

Bank Inactivity Fees More Common Than You Think
Banking

Bank Inactivity Fees More Common Than You Think

Ken Tumin | March 15, 2017

Does it seem like your bank charges fees for everything these days? It might be worse than you think—some banks…