Personal Finance Articles

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  1. What Are Your Financial Resolutions for 2017?

    Start the new year off right with these five financial resolutions.
  2. How to Become a Financially Savvy Bag Lady

    Organize your financial baggage for a better future.
  3. Four Ways Boomers Benefit from Rising Rates

    Here are four ways that Baby Boomers can take advantage of rising interest rates.
  4. 4 Ways to Refinance a Home Equity Line of Credit

    There's more than one way to get more affordable monthly payments on your home equity line of credit through refinancing ...
  5. 5 Ways to Avoid Overspending at Christmas

    Here are five Christmas shopping tips that can help save you from the Christmas money pit.
  6. Important Year-End Tax Moves for 2016 (Part 1)

    Here's part of a year-end tax strategy for 2016, to make the most of your retirement savings plans.
  7. How to Save Clients from RMD Aggregation Mistakes

    Advisors can help clients avoid required minimum distribution mistakes in their retirement plans.
  8. How to Combine Two Mortgages Into One?

    If you have a second mortgage as well as a primary, does it make sense to consolidate into a single loan? Here's how to figure ...
  9. When Life Insurance Isn't Worth It

    So, you're thinking about buying life insurance, but do you really need it?
  10. Top 6 Mortgage Mistakes

    These common errors could end in foreclosure.
  11. Top Tips for Cheaper, Better Car Insurance

    Accident, theft, vandalism - make sure your coverage will protect you when you need it most.
  12. 3 Reasons to Invest in Multi-family Real Estate

    Here are three reasons to consider investing in multi-family real estate.
  13. Is an Online Financial Advisor Right for You?

    There are some important issues to consider before signing up with an online financial advisor.
  14. Mortgage Broker vs. Direct Lenders: Which Is Best?

    There are key differences between mortgage brokers and direct lenders. Here's how to choose which is best for you.
  15. 5 Steps To Getting a Home-Equity Loan/Credit Line

    Want to use your residence as collateral for some financing? Our handy how-to guide to getting a home-equity loan or line ...
  16. Tips for Effective Charitable Giving Before Year-End

    Before donating, here are some helpful tips to protect both your wallet and generous heart.
  17. Make a Successful Transfer from Military to Civilian Jobs

    Here are several tips to help during your transition from the military to a civilian job.
  18. Metromile Insurance Review: Is Pay-Per-Mile Worth It?

    Metromile insurance rates are based on mileage rather than a flat rate. But is it a deal or not? Check out this Metromile ...
  19. How to Talk to Your Family About Christmas Gift Budgets

    Talking Christmas gift budgets with family members can be hard, but having the talk will help you stay on track financially. ...
  20. Talking Toys That Spy on Your Child

    Two seemingly innocent talking toys available for sale this holiday season are able to eavesdrop on your family and could ...
  21. 3 Ways to Make Budgeting a Success in the New Year

    Sticking with a financial plan isn't easy, but these strategies can help you achieve your goals.
  22. Co-insurance vs. Co-pay: The Difference Matters

    When looking at co-insurance vs. co-pay healthcare policies, understanding the difference could save you a bundle on medical ...
  23. Why 2016 Is the Year to Start a Donor Advised Fund

    With possible changes to taxes looming next year, 2016 may be the time to start a donor-advised fund.
  24. The Average Cost of a Senior Financial Scam? $36,000!

    The problem of financial scams targeting seniors may be greater than previously thought.
  25. Are You Earning Income or Building Wealth?

    Simply having income does not mean that you also have significant wealth.
  26. Will You Have Enough? Use a Financial Plan to Find Out

    Financial planning helps answer the question all of us should be thinking: "Will I have enough?"
  27. What Are the Best Investments at 50 or Older?

    It’s always important to be diligent about choosing the right investments for your portfolio. What are the best investments ...
  28. Does Your Homeowner’s Insurance Cover Airbnb?

    Renting out a room on Airbnb can be a good way to generate income, but you need to understand what is and isn’t covered by ...
  29. Chart of the Week: Reasons to Like Emerging Markets

    Risks to EM assets have increased since the U.S. election. Yet we see positives outweighing the risks and supporting a selective ...
  30. How to Incorporate Generosity Into Your Life

    There are several ways to make generosity a bigger part of your life.
  31. Why Tech Should Top Advisors' Must-Do List in 2017

    Here are three reasons why financial professionals should absolutely integrate technology into business efforts over the ...
  32. Boost Retirement Savings With a Solo 401(k)

    For the self-employed or small business owner, a solo 401(k) is a valuable retirement plan.
  33. 5 Retirement Planning Mistakes That Lead to Failure

    There are far too many variables involved in retirement planning to just wing it.
  34. Which Type of 401(k) Is Best for You?

    Roth 401(k) or traditional 401(k)? The correct answer has the potential to add hundreds of thousands of dollars to your net ...
  35. Here's How to Make the Most of Your Financial Gifts

    Here are five tips for being strategic and intentional about your year-end gift giving and charitable donations.
  36. What Does It Cost to Retire in the Philippines?

    Find out why the Philippines rates as one of the cheapest retirement spots in the world and why many choose to spend their ...
  37. Getting Divorced: Mistakes Men Make, Mistakes Women Make

    When they get divorced, men and women make different types of mistakes. A strategic primer.
  38. 2016 Retirement Savings by Age: Where Do You Stand?

    What people in various age groups have saved at present for their retirement years — and where they should be. How does your ...
  39. How To Get The Most Money Back On Your Tax Return

    These tips will help you get a larger refund this year, while teaching you how to pay less taxes going forward.
  40. Insurtech Root Debuts Automated Auto Insurance

    Insurtech Root Insurance has debuted a completely automated process for buying auto insurance.
  41. Why 401(k) Auto Enrollment Might Not Be for Everyone

    New research shows that automatic enrollment in retirement accounts like 401(k)s may not always be in the best interests ...
  42. What's the Purpose of IRS Form 1065?

    Business partners need the information on this form to complete their own tax returns. Here are the details.
  43. What Should You Look for in a Financial Advisor?

    Here are five important considerations for when you are choosing a financial advisor for your investment portfolios and your ...
  44. Anticipating Trump: How to Adjust Tax Planning Now

    President-elect Trump's proposed tax plan means your tax situation could change next year. What to do now.
  45. Could You Get 88% More from Social Security?

    Depending on your work history and when you retire, you could get 88% more from Social Security.
  46. How a Financial Wellness Program Benefits Your Business

    Offering a financial wellness program to your small business employees can save you money in the long run.
  47. What You Should Know Before You Hire an Advisor

    Hiring a financial advisor can be an important step in your financial journey. Just make sure you understand who they are ...
  48. Increase Your Wealth with 10 Common Behaviors

    Tips for saving money every day.
  49. Should Retirees Still Have Mortgages?

    Identify the pros and cons of keeping a mortgage into retirement, and understand in which situations it is beneficial not ...
  50. 6 Signs You Are OK to Retire

    As you approach retirement age, there are a number of factors to consider before deciding on when you want to retire. Here ...
  51. Retiring Soon? Don't Forget These 9 Steps

    You need to chart out where you want your financial path to lead, step by step, if you want to have a fulfilling, positive ...
  52. Investors Want High Tech, High Touch Financial Advice

    Sometimes the best interface is the human face.
  53. Pay Down Student Loans or Save for Retirement?

    There are many things to consider when deciding whether to use extra money to pay off student loans faster or save for retirement.
  54. Why Real Estate Is Important for Financial Success

    For various reasons, people are no longer buying real estate. But there are several financially sound reasons why you should.
  55. How To Write A Check In 6 Easy Steps

    If you’ve been paying bills online for so long that you're unsure of how to write a check, keep reading.
  56. This Is How Retirees Live on $1 Million Dollars

    Learn how to use various strategies, including immediate annuities and traditional portfolio investing, to make $1 million ...
  57. How Trump Tax Plans Will Aid Wealth Building for the 1%

    President-elect Trump's proposed tax plan includes tax breaks that may offer some generous benefits to higher-income earners. ...
  58. Why Women-Owned Advisory Firms Outperform

    While women-owned advisory firms are in the minority, they outperform their peers in a number of important metrics.
  59. 8 Ways Advisors Can Improve Direct Mail Marketing

    Here are eight ways advisors can improve their direct mail marketing efforts.
  60. Top Ways Advisors Can Grab More Prospects Online

    Being active on digital channels and marketing yourself as an expert can help sustain your business over the long term by ...
  61. How to Know if Your 401(k) Plan is Cheating You

    Here’s what you need to know in order to find out whether your 401(k) plan is ripping you off.
  62. 3 Huge Medicare Drug Plan Price Hikes on the Way

    December 7 is the 2017 enrollment deadline for Medicare Part D. Be aware of these price increases – and how to minimize them ...
  63. Medicare Open Enrollment Ends Dec. 7

    Avoid these 4 mistakes during the Medicare Open Enrollment period (Oct. 15 to Dec. 7).
  64. Verifly Insurance: Protect Your Drone, By the Hour

    Verifly Insurance can give drone enthusiasts financial peace of mind when they're sending their device to the skies.
  65. 3 Smart Year-End Strategies for Your Money

    Use these three financial strategies - tax planning, retirement planning, and charitable giving - before the end of the year.
  66. Will Your Estate Plan Create Stress for Loved Ones?

    When it comes to financial planning, many people overlook the critical aspect of estate planning.
  67. Six Things To Buy AFTER Christmas

    Waiting out the frenzy of Christmas sales could actually save you a lot of money.
  68. Should You Delay Your Retirement?

    There are advantages to not retiring at age 66. And more money is not the only reason.
  69. 5 Ways to Use Your Home to Retire

    Retirement is going to cost a lot, and for homeowners who face a shortfall, their home can be a source of income. From downsizing ...
  70. Navigating the Trump Dollar Rally

    We explain the importance of why—and where—the U.S. dollar is rallying.
  71. 3 Tips for Making Better Financial Decisions

    To make better financial decisions you need to define success, find out how others do it, make a plan, and think outside ...
  72. How to Adopt a Plan for Clients With Dementia

    Advisors who don't have a plan for clients with dementia can risk leaving themselves open to potential litigation or other ...
  73. Pros & Cons of Managing Your 401(k) Yourself

    The decision to manage your 401(k) investments should not be made lightly. These pros and cons will help you determine if ...
  74. How Zillow Makes Money

    Zillow lets property seekers look at listings for free through its various tools, so the company relies on ad sales to agents ...
  75. The Financial Advice You Need in Your 30s

    When you reach your 30s and have kids, debt and your retirement to fund, where is the best place to put your money to work?
  76. Personal Finance Lessons Aren't Wasted on the Young

    Parents should always take the initiative to teach our kids to save from an early age.
  77. Preparing for Potential Tax Policy Changes

    Here is a comprehensive guide to tax planning in an environment where policies could dramatically change under new leadership ...
  78. Top 10 Companies With the Best Parental Leave Benefits (NFLX, ADBE)

    Ikea just announced it will offer its 13,000 salaried and hourly employees in the U.S. up to four months of paid parental ...
  79. 4 Steps to Attaining a Mortgage

    It starts with knowing your choices as well as your price range. We show you how to get there.
  80. Keep Financial Headaches out of Your Marriage

    No matter how long you’re married, there will inevitably come a time when you don’t agree on finances. Here are some ways ...
  81. Annual Compensation vs. Annual Salary: Why the Difference Matters

    The difference between annual compensation and annual salary is especially important for retirement plan contributions.
  82. 10 Steps to Start the New Financial Year Off Right

    Here are 10 steps everyone can use to start off the new year on a smarter financial note, and hopefully stick with throughout ...
  83. Who Would Trump's Tax Plan Hit the Hardest? Single Parents

    Single parents can expect a tax increase under Trump's proposed tax plan.
  84. How To Make Money With Airbnb: Risks & Rewards

    Airbnb lets you turn your home or spare room into extra cash. Here's how to make money and protect yourself from the risks.
  85. Is Crowdfunding Student Loans a Viable Option?

    More grads are trying to crowdfund student loans at sites such as GoFundMe. Does it work?
  86. What We Talk About when We Talk About TIPS

    We explain why investors should look at Treasury Inflation Protected Securities (TIPS) and TIPS ETFs now, and what the differences ...
  87. Here Are the Keys to Clients Opening Your Emails

    Email marketing is a huge part of most financial advisors' digital marketing strategy. Here’s how to write email that clients ...
  88. Why Procrastination Will Steal Your Future Wealth

    Putting off saving for retirement might feel like your only option right now, but this kind of procrastination can wreak ...
  89. 7 Ways to Save Money Next Year

    A few small changes to your spending habits could mean saving hundreds – or even thousands – of dollars in 2017.
  90. 5 Financial Steps for the Year's End You Won't Regret

    These year-end financial planning to-do's can be done without paperwork or spending too much time.
  91. Average Cost Of An American Christmas

    Here's a look at how much the average American family is expected to spend this holiday season.
  92. Ryan vs. Trump: How Their Tax Plans Differ

    Changes to the tax code are likely, but President-elect Trump and House Speaker Paul Ryan (D-Wis.) have yet to agree on which ...
  93. Why Credit Karma is Free and How it Makes Money

    Credit scores originally were built for lenders, but Credit Karma makes the system work for consumers, too – and makes money ...
  94. Eight Smart Ways To Save On Gift Giving This Christmas

    Here are eight ways to save on your Christmas shopping this year.
  95. What Social Security Fraud Costs You

    Taxpayers lose billions of dollars every year, according to Social Security fraud statistics. What to look for.
  96. What if Your 401(k) Isn't Enough for Retirement?

    Deferring 10% of your income to your 401(k) may not be enough. Consider an income plan that draws on 360 degrees of income ...
  97. Picking A Lender: Quicken Loans or a Local Bank?

    Online mortgage lender Quicken Loans has become known for its convenience and customer service. But brick-and-mortar banks ...
  98. This Is the Biggest Risk to Your Retirement

    Many retirees have defined risk incorrectly, and are currently exposing themselves to the greatest risk of all, which is ...
  99. 5 Big-Time Retirement Budget Busters

    Living on a fixed income is easier said than done; even well-prepared retirees are surprised at how challenging it can be. ...
  100. 7 Ways to Use a Strong Credit Score During Retirement

    Find out why it is important to maintain a good credit in retirement. Learn seven reasons not to leave your credit score ...
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