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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All Money Articles

Will Bond Funds Make A Comeback in 2023?
Investing

Will Bond Funds Make A Comeback in 2023?

Robert M. Brinker, CFS | February 15, 2023

Bonds performed so poorly last year that investors wonder if they should own them at all. The total bond market…

Is an Annuity a Bad Idea in Today’s Economy?
Personal Finances

Is an Annuity a Bad Idea in Today’s Economy?

Scott Witt | February 8, 2023

Annuities can provide steady, reliable income during retirement, but in today’s high-inflation environment, it may not make sense to annuitize…

Defense Stocks
Investing

Defense Stocks

Richard Safran | February 6, 2023

In the current bear market, the best defense is, well…defense stocks. Year to date, the Dow Jones US Select Aerospace…

Create a Lasting Legacy with a Dynasty Trust
Estate Planning

Create a Lasting Legacy with a Dynasty Trust

Michael Gilfix, Esq. | February 5, 2023

An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual…

Strategies to Make the Most of Your Cash in 2023
Personal Finances

Strategies to Make the Most of Your Cash in 2023

Ken Tumin | February 3, 2023

Cash is no longer trash. Yields on bank and credit union deposit accounts soared in 2022, as the Federal Reserve…

Finding College Scholarships in 2023
Money Savers

Finding College Scholarships in 2023

Mark Kantrowitz | January 25, 2023

A quarter million dollars for a high school student’s ­science project…$30,000 for ­doodling …$10,000 for making a prom dress out…

Future for TIPS
Investing

Future for TIPS

David Enna | January 21, 2023

With record-high inflation, you’d think the one sure-fire investment would be Treasury ­Inflation-Protected Securities (TIPS), US government bonds designed to…

Tax Deductions 2024: Don’t Overlook These Write-Offs
Taxes

Tax Deductions 2024: Don’t Overlook These Write-Offs

Barbara Weltman, Esq. | January 18, 2023

Whether you take the standard deduction or itemize for the 2021 tax year, here’s what deductions you can take, including what has changed.

More Tax Audits On The Way
Taxes

More Tax Audits On The Way

Abby Eisenkraft, EA | January 18, 2023

The IRS has received nearly $80 billion in new funding and is using that money to go on a hiring…

Best Stock Funds and ETFs for 2023
Investing

Best Stock Funds and ETFs for 2023

Janet M. Brown | January 15, 2023

Stock investors are facing a challenging year as high interest rates, persistent inflation and slower economic growth cause seismic shifts…

Easy Ways to Save at the Grocery Store
Money Savers

Easy Ways to Save at the Grocery Store

Arthur VanDam, CPA | January 7, 2023

Grocery shopping is hard on your wallet, especially these days. Bottom Line Personal spoke with Arthur VanDam, CPA, president of…

Investing in Unique Collectibles
Investing

Investing in Unique Collectibles

Michael Fox-Rabinovitz, CFA | January 6, 2023

Tired of watching your portfolio lose value? Then maybe it’s time to invest in a championship boxing belt, a vintage…

Best Credit Cards for Today’s Inflation
Money Savers

Best Credit Cards for Today’s Inflation

Sara ­Rathner | January 4, 2023

Skyrocketing inflation is stretching budgets and devaluing savings. Credit card debt shot up 13% over a recent 12-month stretch as…

Has the Bear Market Hit Bottom?
Investing

Has the Bear Market Hit Bottom?

Allen Sinai, PhD | January 3, 2023

Have we seen the bottom of the bear market? Very likely, says renowned economist Allen Sinai, PhD. But he warns…

New Rules Mean Higher Taxes for IRA Trusts
Taxes

New Rules Mean Higher Taxes for IRA Trusts

Ed Slott, CPA | December 21, 2022

If you named a trust as your IRA’s beneficiary, it’s time to revisit—and perhaps revise—that plan. Under the terms of…