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

2019’s Best New IPOs for Investors
Stocks

2019’s Best New IPOs for Investors

Matthew ­Kennedy | February 19, 2019

The potential for investment gains in new IPOs is enormous this year. But not all IPOs are equally attractive.

Be Cautious When Naming Beneficiaries for Your IRA
Wealthy and Wise

Be Cautious When Naming Beneficiaries for Your IRA

Gideon Rothschild, Esq. | February 18, 2019

As many readers are aware, IRAs can offer many benefits including the ability to defer taxes on the money placed…

Older People Get Internships, Too—and It Can Relaunch a Career

Older People Get Internships, Too—and It Can Relaunch a Career

Carol Fishman Cohen | February 7, 2019

If you have put your career on hold, one of these "midcareer internships" could be a way to erase an employer’s hesitance.

Don’t Let “Step Therapy” Prevent You from Getting the Medication You Need

Don’t Let “Step Therapy” Prevent You from Getting the Medication You Need

Charles B. Inlander | January 14, 2019

We count on health insurance to help pay for our prescription drugs. But the new “step therapy” program can create obstacles. How to fight back…

Fight Your Medical Bills—and Win!

Fight Your Medical Bills—and Win!

Maureen Lamb | January 7, 2019

If you’ve been hit with a huge medical bill, don’t give up. Here’s how four groups of people fought health insurance denials and won.

The Best Credit Cards for 2019

The Best Credit Cards for 2019

Jill Gonzalez | January 7, 2019

You can reap tremendous rewards from these top credit cards by using each to spend in its most rewarding categories.

Here’s Who You Should Appoint as Your Executor or Trustee—and Who to Definitely Not Appoint
Wealthy and Wise

Here’s Who You Should Appoint as Your Executor or Trustee—and Who to Definitely Not Appoint

Gideon Rothschild, Esq. | December 24, 2018

Defaulting to the easiest or most obvious choice for your executor or trustee can have bad consequences—for your estate and your family.

Robo Advisors Are Closing Down—Here’s What to Do
Financial Advisers

Robo Advisors Are Closing Down—Here’s What to Do

David Goldstone | December 10, 2018

Robo advisors were supposed to make it easier to invest for the long-term, but several have already closed. Here’s how to deal with the dangers.

Here Are the Tax and Other Financial Records You Should Keep Forever—and Those You Should Toss
The Pay-Less-Tax Man

Here Are the Tax and Other Financial Records You Should Keep Forever—and Those You Should Toss

Edward Mendlowitz, CPA, ABV, PFS | December 10, 2018

Here’s how long you need to keep different kinds of financial records ranging from tax documents to investment records, insurance policies and others.

Pay 0% Cap-Gains Tax
Cutting Taxes

Pay 0% Cap-Gains Tax

Jean ­Fullerton, CFP | November 6, 2018

Because of a higher standard deduction in the new federal tax law, it is easier for many Americans to pay no long-term capital gains tax at all.

How To Erase Potentially Giant Capital Gains Taxes
Wealthy and Wise

How To Erase Potentially Giant Capital Gains Taxes

Gideon Rothschild, Esq. | November 5, 2018

There’s a legal technique for giving away, and then receiving back, appreciated assets that wipes out your capital gain exposure. But know the danger, too.

Best Way to Earn a Few Extra Bucks…or A Lot…In Retirement
Retirement Planning

Best Way to Earn a Few Extra Bucks…or A Lot…In Retirement

Nancy Collamer | October 26, 2018

Whether you want extra spending money or to bulk up your nest egg, there are plenty of ways for retirees to make $10,000, $25,000, or $50,000+.

How Much Single-Payer Health Care Would Really Cost

How Much Single-Payer Health Care Would Really Cost

October 22, 2018

Medicare for All, the idea that the government pays for health care, is gaining steam. But how much would it really cost? Or save? Here are the numbers.

Discounts That Actually Cost You Money

Discounts That Actually Cost You Money

Akshay Rao, PhD | October 12, 2018

Consumers often misjudge the benefits of promotional offers, especially when percentages are involved and even when they think they are being wary.

Secrets of Getting What You Want When You Complain to Customer Service

Secrets of Getting What You Want When You Complain to Customer Service

Amy J. Schmitz, JD | September 28, 2018

There are things you can do to vastly improve the odds that you will get the resolution you deserve as a consumer.