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

Maximum Contribution to a Roth IRA
Retirement Accounts

Maximum Contribution to a Roth IRA

Derek Burnett | June 4, 2024

Maximum contributions to a Roth IRA are limited, but change on an annual basis. Your contributions can rise too.

What are the Maximum Contribution to a 401K
Retirement Accounts

What are the Maximum Contribution to a 401K

Derek Burnett | June 3, 2024

The maximum contribution to a 401K determines how much you can stash away in a year to meet your retirement goals.

Roth IRA vs 401K: What is the Difference?
Retirement Accounts

Roth IRA vs 401K: What is the Difference?

Derek Burnett | June 2, 2024

When it comes to Roth IRA vs 401K you choose and IRA while your employer chooses a 401K. Both have advantages and disadvantages.

When Should You Take Social Security?
Social Security

When Should You Take Social Security?

Derek Burnett | June 1, 2024

You can take social security benefits early, but this leads to reduced payouts. You can also delay collecting social security for larger benefits.

How Much Money Do I Need to Retire?
Retirement Planning

How Much Money Do I Need to Retire?

Derek Burnett | May 31, 2024

There is no hard and fast rule to how much money you need to retire. Instead there are rules of thumb based on assumptions about cost of living.

How Long Will My Money Last in Retirement?
Retirement Accounts

How Long Will My Money Last in Retirement?

Derek Burnett | May 30, 2024

If your finances run dry in retirement, it won’t be easy. It's critical to have realistic ideas of how long your money will last in retirement.

Not All Inheritances Have to Be Equal
Estate Planning

Not All Inheritances Have to Be Equal

Jeffrey L. Condon, JD | May 24, 2024

Baby boomers are expected to pass along $73 trillion to their heirs over the next two decades. Conventional wisdom says…

New Reporting Requirement for Small Businesses
Personal Finances

New Reporting Requirement for Small Businesses

Martin Shenkman, CPA, JD | May 22, 2024

Effective this year, the Corporate Transparency Act (CTA) requires small businesses and entities to file ownership information with the Financial…

Beware These Vacation-Rental Scams
Money Savers

Beware These Vacation-Rental Scams

Steven J.J. Weisman, JD | May 21, 2024

Short-term vacation rentals from websites such as Airbnb.com and Vrbo.com can save you on accommodations, but even these legit sites…

High-Yield Muni Bond Funds
Investing

High-Yield Muni Bond Funds

Elizabeth Foos | May 20, 2024

Fixed-income investors looking for high yields may want to peruse the riskier segment of the municipal (muni) bond market. Lower-quality…

Worry Less About Your Finances
Personal Finances

Worry Less About Your Finances

Jared Dillian | May 18, 2024

Do you spend a lot of time worrying about your finances? And then perhaps you start following some of the…

Investment Lessons from Warren Buffet’s Right-Hand Man
Investing

Investment Lessons from Warren Buffet’s Right-Hand Man

May 15, 2024

Warren Buffett’s most famous rule of investing is summed up as, Don’t lose money. But he shared another rule that…

SLATs: Not Just for the Wealthy
Personal Finances

SLATs: Not Just for the Wealthy

Martin Shenkman, CPA, JD | May 9, 2024

People often assume that Spousal Lifetime Access Trusts (SLATs) aren’t for them. After all, with the federal estate-tax exemption at…

Streaming Services for Your Money
Money Savers

Streaming Services for Your Money

Ryan Downey | May 7, 2024

Remember when TV was as simple as choosing a cable package and living with it? With today’s astonishing variety of…

The GRANOLAS
Investing

The GRANOLAS

Jocelyn Jovene | May 6, 2024

If you’re nervous about having too much of the Magnificent Seven in your portfolio, consider the “Granolas.” That’s the acronym…