Money

From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.

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Should I Hire a Separate Advisor for Investment Management?
Financial Advisers

Should I Hire a Separate Advisor for Investment Management?

Derek Burnett | February 17, 2024

A financial advisor can help you meet your financial goals. However, you may need to consider a separate advisor who specializes in investment management.

Benefits of Hiring a Financial Advisor Before You Retire
Financial Advisers

Benefits of Hiring a Financial Advisor Before You Retire

Derek Burnett | February 16, 2024

The benefits of hiring a financial advisor before retirement are numerous: more savings, flexibility to meet life goals as they change, and more.

Surprise! Yet Another Fee
Medical Expenses

Surprise! Yet Another Fee

Kelli McCourt | February 16, 2024

I received a letter from my doctor’s office—an internist my husband and I have been seeing for more than 25…

How Much Do Financial Advisors Cost?
Financial Advisers

How Much Do Financial Advisors Cost?

Derek Burnett | February 15, 2024

A major concern when seeking financial help is how much a financial advisor will cost. This depends on the fee model the advisor works under.

The Stock Market May Double…Maybe Even Triple…by 2034
Stocks

The Stock Market May Double…Maybe Even Triple…by 2034

Bill Staton, CFA | February 15, 2024

Consumers and investors are wary these days. The S&P 500 index is at the same level it was at the…

What Is a Financial Advisor?
Financial Advisers

What Is a Financial Advisor?

February 14, 2024

A financial adviser is one of several types of financial specialists that can advise you regarding your spending and investments to help grow your wealth.

Hidden Tax Trap in New RMD Rules
Taxes

Hidden Tax Trap in New RMD Rules

Robert Carlson | February 8, 2024

New rules postpone the start of required minimum distributions (RMDs) until age 73—but not withdrawing money from traditional IRAs and…

What to Do With an Unneeded Life Insurance Policy
Insurance

What to Do With an Unneeded Life Insurance Policy

David Rosell | February 7, 2024

Life insurance policies that were prudent decades ago can feel like financial sinkholes after premium increases. Here are options to…

Growth Traps
Stocks

Growth Traps

Ben Inker | February 6, 2024

Growth stocks soared 42% in 2023,* but with a slowing economy and possible recession in 2024, investors need to be…

Negotiating With Your Medical Provider
Money Savers

Negotiating With Your Medical Provider

Charles B. Inlander | February 5, 2024

A friend of mine recently asked me if he had the right to negotiate fees with his doctors. My friend…

Best Money Moves in 2024
Investing

Best Money Moves in 2024

February 3, 2024

The economy should continue to grow as inflation subsides, but stock- and bond-market investors can expect greater headwinds…and high interest…

What Is Shadow Banking…and Why Does It Matter to You?
Banking

What Is Shadow Banking…and Why Does It Matter to You?

Anton Schutz | January 22, 2024

You may wonder what financial experts mean when they mention the shadow banking system. The term might remind you of…

You Can Dispute Your Property Taxes…and Win
Taxes

You Can Dispute Your Property Taxes…and Win

Ed Tomlinson | January 21, 2024

Property tax assessments are generated by computers without a human ever looking at the property—and they often are wrong. What…

COVID Contrarians
Stocks

COVID Contrarians

Karen Andersen, CFA | January 20, 2024

Many of the pandemic’s stock darlings have crashed, and they won’t rebound anytime soon because consumer habits have shifted. But…

The Hidden Risks Facing Retirees Today
Retirement Planning

The Hidden Risks Facing Retirees Today

Lane Martinsen | January 19, 2024

Are you worried about outliving your retirement savings? Or a long costly stay in a long-term-care facility? Or concerned that…