Personal Finances

Friendly Fraud?
Fraud

Friendly Fraud?

Kelli McCourt | August 2, 2023

Recently I noticed an unfamiliar charge on my Visa bill. I filed a dispute with the credit card company, got…

Time to Review Your Estate-Planning Tools
Estate Planning

Time to Review Your Estate-Planning Tools

Martin Shenkman, CPA, JD | July 24, 2023

Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made…

Save Big on Your Next Cruise
Money Savers

Save Big on Your Next Cruise

Donna Heiderstadt | July 23, 2023

Cruising is one of the most convenient ways to explore multiple destinations in a single week or enjoy a fun…

Paper Check Fraud Is On the Rise
Fraud

Paper Check Fraud Is On the Rise

Sarah Grano | July 22, 2023

Check fraud may seem like an outdated crime in today’s world of digital payments, but it’s surging, according to an…

Get the Most from Your Financial Adviser
Financial Advisers

Get the Most from Your Financial Adviser

Marilyn Cohen, CEO | July 5, 2023

Turbulent investment markets and soaring inflation are prompting more Americans to use financial advisers to navigate their increasingly complicated financial…

It Is So Easy to Be Scammed
Fraud

It Is So Easy to Be Scammed

Kelli McCourt | July 2, 2023

My phone dinged the other day, indicating that I had a new text message. It was my bank letting me…

Tear Down the Psychological Barriers Driving Your Financial Decisions
Personal Finances

Tear Down the Psychological Barriers Driving Your Financial Decisions

Sarah Newcomb, PhD | June 11, 2023

Smart people routinely make financial mistakes and poor decisions about money because they are swayed by powerful, underlying emotions that…

Ways to Keep Your Cash Safe
Personal Finances

Ways to Keep Your Cash Safe

Nicholas Bunio, CFP | June 4, 2023

The shocking failures of regional banks such as Silicon Valley Bank and First Republic this past spring may have brought…

Medicare is Changing
Money Savers

Medicare is Changing

Danielle K. Roberts | May 17, 2023

The Medicare system is undergoing change these days as new legislation takes effect and the COVID public health emergency officially…

Don’t Let the Bear Ruin Your Retirement
Personal Finances

Don’t Let the Bear Ruin Your Retirement

Allan S. Roth, CFP, CPA | May 3, 2023

You save and plan for decades in the hopes of enjoying a secure retirement, but there’s a ­surprising risk you…

Are Product Warranties Ever Worth It?
Money Savers

Are Product Warranties Ever Worth It?

Kevin Brasler | April 24, 2023

Protect your purchase by buying an extended warranty!” We hear this all the time when buying appliances, electronics and other…

Grandparents! 529s Are No Longer Risky
Money Savers

Grandparents! 529s Are No Longer Risky

Mark Kantrowitz | April 23, 2023

Grandparents will find it easier to contribute to their grandchildrens’ college educations starting this fall. That’s when changes go into…

When Is a Sale Not a Sale?
Money Savers

When Is a Sale Not a Sale?

Kevin Brasler | April 9, 2023

Answer: When there’s always a sale—and that happens all the time, according to the nonprofit Consumers’ Checkbook. New research shows…

SECURE Act 2.0 Is Here
Personal Finances

SECURE Act 2.0 Is Here

Ed Slott, CPA | March 9, 2023

Last year’s $1.7 trillion Congressional spending bill included dozens of new provisions that will alter how Americans handle retirement. What…

Four Insurance Secrets They Don’t Want You to Know
Money Savers

Four Insurance Secrets They Don’t Want You to Know

Amy Finkelstein, PhD | February 18, 2023

Americans spend more than $1 trillion every year to insure their health, their homes, their cars and more. And each…