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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Invest Like the Wealthy
Investing

Invest Like the Wealthy

Amy C. Arnott | October 24, 2024

The hot investment class called ­private equity is well-known to big institutions and uber-wealthy families. Now, small investors can get…

Retirement Planning When Your Spouse Is Much Older or Younger Than You
Retirement Planning

Retirement Planning When Your Spouse Is Much Older or Younger Than You

Jim White, CFP | October 23, 2024

Nearly ten percent of marriages are of individuals who are separated in age by a decade or more. While we…

The Hard Truths About Investing
Investing

The Hard Truths About Investing

Josh Brown | October 19, 2024

A decade-and-a-half ago, Josh Brown was working a dead-end job at a third-tier brokerage firm, hustling to survive in the…

The Biggest Investment Blunders…and What We Can Learn from Them
Investing

The Biggest Investment Blunders…and What We Can Learn from Them

October 17, 2024

Even the world’s best investors mess up. Back in the 1990s, Warren Buffett bought a small Maine footwear business called…

Best Financial Books Now
Investing

Best Financial Books Now

Ben Carlson, CFA | October 16, 2024

Buying and selling stocks is a costly way to learn about investing. Better way: Gain wisdom from investors who have…

Advice From The Man Who Taught Warren Buffett How To Invest
Investing

Advice From The Man Who Taught Warren Buffett How To Invest

Robert Hagstrom, CFA | October 10, 2024

For almost a half-century, Warren Buffett, legendary chairman and CEO of Berkshire Hathaway, has been asked the same question at…

When Do RMDs Start? 10 RMD Strategies
Retirement Planning

When Do RMDs Start? 10 RMD Strategies

Robert Carlson | October 9, 2024

If you turned 73 in 2024, the time to take required minimum distributions (RMDs) has arrived. Starting in or shortly…

Is There a Best Time to Buy a House?
Real Estate

Is There a Best Time to Buy a House?

Jessica Lautz, PhD | October 7, 2024

Are you thinking, It will never be a good time to buy a house? Then perhaps you should consult your…

Best AI Stocks to Buy
Investing

Best AI Stocks to Buy

October 4, 2024

Eighteen months ago, Bottom Line Personal told you about the launch of an artificial intelligence (AI) program called ChatGPT. Since…

The Best Low-Risk Growth Stocks Now
Investing

The Best Low-Risk Growth Stocks Now

Brian Demain, CFA | October 1, 2024

For the past 15 years, one type of investing strategy that has beaten the broad stock market is growth—specifically, buying…

US Elections 2024: What Will They Mean for Your Wallet?
Personal Finances

US Elections 2024: What Will They Mean for Your Wallet?

Greg Valliere | October 1, 2024

The sharply divergent agendas of Vice President Kamala Harris and former President Donald Trump are familiar to us all. The…

Gift Tax Rules: How to Gift Money to Family
Taxes

Gift Tax Rules: How to Gift Money to Family

Martin Shenkman, CPA, JD | September 28, 2024

A married couple helps their adult child make a downpayment on his first home. A woman pays her aging mother's…

How to Switch Banks
Personal Finances

How to Switch Banks

Ken Tumin | September 27, 2024

Just the thought of moving your money to a new financial institution can be daunting—but it doesn’t have to be,…

Stocks on the Rise
Investing

Stocks on the Rise

Jack ­Forehand, CFA, CFP | September 26, 2024

How do you determine if a stock will rise? Forget about company valuations or earnings growth potential…just check if the…

Second-Home Tax Traps and Opportunities
Taxes

Second-Home Tax Traps and Opportunities

Timothy B. Borchers, Esq., CTFA, EPLS, AEP | September 26, 2024

Owning a second home can create unexpected tax traps as well as tax-saving opportunities, says attorney Timothy B. Borchers, coauthor…