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.
Savers reveling in 5% yields on cash in money-market funds got a rude surprise this past April—they owe ordinary income…
Top investment manager Bruce Kaser, CFA, doesn’t get excited about investing in artificial intelligence or chasing red-hot tech stocks. He’d…
Heads up! Higher taxes are coming, and the clock is ticking if you want to take steps to protect yourself.…
Interest rates above 7% aren’t the only reason it’s unpleasant to shop for a mortgage these days. Based on the…
Under federal law dating back to 1940, investment advisors are required to act in their clients’ best interests…so most of…
Most of us have enough home and auto insurance coverage to protect our major belongings from accidents and damage. But…
Nobel Prize–winning economist Paul Samuelson once said, “The stock market has predicted nine out of the last five recessions.” His…
To see the big picture about where the economy and certain stock market sectors might be heading, it pays to…
To predict markets, investors turn not just to official government and business data but also to offbeat indicators that measure…
Maximum contributions to a Roth IRA are limited, but change on an annual basis. Your contributions can rise too.
The maximum contribution to a 401K determines how much you can stash away in a year to meet your retirement goals.
When it comes to Roth IRA vs 401K you choose and IRA while your employer chooses a 401K. Both have advantages and disadvantages.
You can take social security benefits early, but this leads to reduced payouts. You can also delay collecting social security for larger benefits.
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.
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.
