Personal Finance Articles

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  1. Edward Jones IRA and Roth IRA Review

    Investors looking to open an IRA or Roth IRA at Edward Jones can learn about the opening process, investment options, fees ...
  2. How Big Data and Artificial Intelligence Affect Investing

    Due to the increasing use of big data and artificial intelligence, investors are able to make more informed investment choices ...
  3. Financial Advisors Should Cater to Small Business Needs

    One of the most precious commodities for small business owners is time, which presents opportunities for financial advisors ...
  4. 5 Best Credit Cards for Groceries (AXP, BAC)

    These five credit cards with cash-back reward programs offer consumers a great way to capitalize on everyday purchases such ...
  5. 5 Traits That Successful Financial Advisors Have

    Successful financial advisors have specific traits. Whether you aspire to be one or need to hire one, learn five of the top ...
  6. What Is the Economic Impact of Hosting the Olympics?

    Because the economic impact of hosting the Olympics tends to be less positive than anticipated, most cities may be better ...
  7. 10 Ways to Track Unclaimed Insurance Money

    Here are 10 ways to track unclaimed insurance money even when you don't have much to go on.
  8. How to Calculate What You Need for Retirement

    You might not be able to predict all the variables that impact retirement planning, but there are tools to help make simple ...
  9. Coverage Gap Discount Program: How Does It Work?

    The Medicare Part D coverage gap is a period during which a person has limited or no prescription drug coverage. Find out ...
  10. 5 Mistakes Real Estate Investors Should Avoid

    Don't let a slow real estate market drag you down - steer clear of these pitfalls.
  11. Insurance Tips For Homeowners

    Use these simple ideas to save money and get better coverage for your house.
  12. You Might Retire Late – But Be Ready by 62

    Be realistic about retirement age when you're doing financial planning. Here are some reasons many workers find themselves ...
  13. Why Financial Advisors Sell Life Insurance

    Life insurance has a part in almost any serious financial plan, and a financial advisor can both advise and sell policies ...
  14. An Example of an Advisor's Successful Marketing Plan

    With more investors using social media, financial advisors are moving their marketing online. Here is an example of a digital ...
  15. Don't Make These Top 10 Mistakes On Your Roth IRA

    Don't lose out on the benefits of a Roth by contributing too much, breaking rollover rules or making other avoidable errors.
  16. 5 Assumptions That Can Hurt Your Retirement

    Retirement planning is a must, but having a plan that's filled with old and dated assumptions can cause great harm.
  17. Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  18. Why Early Retirement Is a Bad Idea

    8 good reasons to put off your retirement date
  19. A Strategy to Build Wealth You Never Hear About

    While 30-year loans dominate the mortgage market, the 15-year loan holds far more power to diminish your debt and ultimately ...
  20. Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    The facts speak for themselves: The Clintons have been quite literally a thousand times more charitable than The Donald.
  21. Avoid These 4 Retirement Account Mistakes

    The top 4 mistakes investors should avoid in their retirement accounts.
  22. What Happens to Your 401(k) After You Leave a Job?

    Wondering why your 401(k) plan is unavailable after your employment termination? Here are some scenarios to consider.
  23. How to Create a Worry-Free Retirement Income Plan

    A retirement income roadmap has many moving parts and may seem overwhelming at first to put together. Here's how to get started.
  24. 5 Ways to Generate More Creative Business Ideas

    It takes a lot of small creative business ideas to arrive at one big idea. Promote originality in business by thinking like ...
  25. 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 ...
  26. How "Death Tax" Waivers Work

    Although the specific rules vary by state, an estate or inheritance waiver relinquishes an heir from the right to receive ...
  27. 5 Social Sports Financial Advisors Should Play to Meet Clients

    There are five sports financial advisors should play to meet potential clients, and these include basketball, golf, sailing, ...
  28. The Impact of Brexit on General Motors (GM)

    Brexit, the result of the U.K. leaving the European Union, will have much impact on many industries. This article discusses ...
  29. The 7 Best Startups to Work for in 2016

    A good startup company offers employees the opportunity to grow professionally and have fun. Here are seven of the best startup ...
  30. 3 Reasons Real Estate Is Not a Good Investment Right Now

    Is real estate a good investment right now? Probably not, given that housing prices are overheated with respect to household ...
  31. Blurred Lines: Whom Can You Trust for Financial Advice?

    The question of whether your financial advisor is truly a fiduciary isn't always clear. What to ask – and what to be careful ...
  32. Going Back to Vietnam to Retire: A How-to Guide

    Family ties to this Southeast Asian country may drive a desire to spend your retirement there. If so, here are several factors ...
  33. Can You Save Too Much for Retirement?

    Planning how much you need for retirement is not an easy task – there are many variables to consider. Here's a little help ...
  34. Budgeting for the 4 Phases of Retirement

    Retirement consists of four stages, each with different expenses and different budgeting needs. Here's how to manage your ...
  35. Long-Term Care Insurance: What to Consider

    Long-term care may be a wild card in your financial plan, but at the very least, it should be discussed with your financial ...
  36. How to Lead More Prospects to Your Website

    It isn’t enough to have great content sitting on your website. There needs to be a solid marketing strategy behind it to ...
  37. How Much Money is Enough if I'm 90?

    Worrying about money never ends. Even when you're well into your 90s and have more than $2 million invested, will you still ...
  38. How Is a Business Valued on "Shark Tank?"

    How entrepreneurs and the Sharks value a business likely takes into account present value, future value, the value of companies ...
  39. Retiring In Spain: 5 Best Cities For Expats

    Retirees seeking a rich cultural mix, temperate climate, low living costs, good healthcare, beaches and even skiing will ...
  40. Eliminating Taxes on Your Social Security Benefits

    Two things in life are certain: death and taxes. But what if you could reduce, or even eliminate one of them?
  41. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  42. Need a Microloan? Try a Nonprofit Microfinance Lender

    Microfinancing is aiding U.S. small businesses by providing loans as low as $500, known as a microloans, to people who would ...
  43. Financial Planning If You Work at a Startup

    There are unique financial planning considerations for startup workers. Here are some tips to generate a solid financial ...
  44. Who Are Groupon's Main Competitors? (GRPN)

    Groupon competitors are fierce with the likes of Amazon.com, Wal-Mart and RetailMeNot. Groupon has been hurt by the competition, ...
  45. Top Tips for Minimizing Taxes on Social Security

    Social Security benefits are taxable under certain circumstances. Here are some ways retirees can lessen the tax burden. ...
  46. 7 Worst Products Amazon Ever Had (AMZN)

    Amazon's Jeff Bezos believes that great successes are built on big failures. Amazon has plenty of failures, including some ...
  47. Start Your Year-End Financial Planning Now

    Taking the time to review your year-end financial planning should be an important agenda item well before the year actually ...
  48. 5 Secrets You Didn't Know About 401(k)s

    If your employer offers a 401(k), that should be your first stop for retirement savings – especially if your contributions ...
  49. The 4 Best Countries for Retiring in Asia

    Whether you're looking to hang out with your fellow expats, or immerse yourself in the local culture, Asia has much to offer ...
  50. 3 Reasons Why Mobile Homes Are Gaining Popularity

    Mobile homes are becoming increasingly popular because they are relatively inexpensive, can be built quickly and have made ...
  51. How to Make the Most of a 529 Savings Plan

    529 plans can be an extremely effective way to pay for college expenses, but be aware that there can be some pitfalls with ...
  52. 2 Books Phuthuma Nhleko is Reading

    Phuthuma Nhleko is the former CEO of MTN Group. Under his tenure, the company aggressively expanded into international markets, ...
  53. How to Sell Life Insurance Online

    Life insurance brokers can increase sales by marketing online. However, no website or digital marketing strategy can be good ...
  54. Retire in Puerto Rico with $200,000 in Savings

    The climate, beaches and cost of living are a draw, but its economic challenges need to be factored into your decision.
  55. 4 Books the Former CEO of Westpac Is Reading (WBK)

    Gail Kelly, former CEO of Westpac Banking Corporation (NYSE: WBK), is currently enthralled with four books, each highlighting ...
  56. Who Should Buy a Guaranteed Issue Life Insurance Policy?

    Guaranteed issue life insurance policies have added costs and reduced benefits that make them suitable for only a limited ...
  57. Is Venture Capital Slowing in the U.S.?

    Venture capitalists are more selective in 2016, turning away from U.S. startups in an era of big business and slow growth ...
  58. 10 Best Companies for Obtaining Life Insurance Over 50 (MET, PRU)

    For individuals over age 50 with differing needs, the best life insurance companies include large financial services companies ...
  59. Five Companies Owned by Guitar Maker Fender

    Fender, one of the world's top guitar makers, produces the Stratocaster, the Telecaster and a broad range of other models ...
  60. Comparing Investing Today Vs. Investing Tomorrow

    This hypothetical example illustrates how much you stand to lose by putting off saving and investing for retirement.
  61. 3 Books the CEO of LinkedIn Is Reading (LNKD)

    Reid Hoffman, CEO of LinkedIn, has an eclectic reading list that reflects his interests in Asia, the power of forming networks ...
  62. How Advisors Can Catch Up on Retirement, Succession Planning

    It's irresponsible to run a financial planning practice without an idea for how it will continue after you retire. Here's ...
  63. 5 Things to Think About When It's Time to Retire

    Planning for retirement can be overwhelming, but considering these five questions is a great way to get started.
  64. 6 Signs You're Ready to Retire Early

    If you can answer "yes" to these six questions, you may be ready to retire early.
  65. Converting A Traditional IRA to a Roth

    When is it a good idea to convert traditional IRA funds into Roth IRA funds? And when does it not make sense?
  66. What Retirement Will Look Like Without Savings

    Everyone knows they should save for retirement but many don't do it at all. They do so at their own peril as retirement without ...
  67. What Is the True Cost of Owning a Home?

    Buying a home is part of the American dream. But what happens when you add up all the costs associated with buying a home?
  68. Maintaining Human Interaction in a Robo-Care World

    BlackRock’s Retirement Roundtable series covers a wide range of retirement-related topics, and at the London roundtable, ...
  69. What Is Mode of Premium?

    Your decision on how frequently to make life insurance payments, or your mode of premium, can have a big impact on your total ...
  70. What’s at the Heart of Your Financial Plan?

    These three tips will help you determine what is most important to you, and place it at the heart of your financial plan.
  71. Top Tips to Help Your Clients Manage RMDs

    Here are some tips for advising clients faced with taking required minimum distributions.
  72. Top 5 Companies Owned by AIG

    AIG is one of the largest insurance companies in the world, with dozens of companies under its umbrella. Find out about the ...
  73. Got a Raise? Here's How to Avoid Lifestyle Creep

    Living above your means is a recipe for financial trouble. Here's how to avoid lifestyle creep when you come suddenly into ...
  74. 7 Thoughtful Retirement Gifts for Women

    Discover seven thoughtful retirement gifts for women and learn how and where to purchase them to help ensure a smooth and ...
  75. Mattel Stock: 4 Things to Watch (MAT)

    Here are the four leading economic indicators that could affect shares of Mattel Inc. in the next six months, but which ones ...
  76. The 10 Best Life Insurance Companies for Veterans

    There are certain companies that cater to the needs of military veterans and have life insurance plans that are specifically ...
  77. Investment Options for Income in Retirement

    Generating income from investments during retirement is crucial. Here are some of the best options.
  78. 5 Truths About Consumer Confidence in the U.S.

    U.S. consumer confidence has evolved in the years since the Great Recession, according to a study conducted by McKinsey & ...
  79. 3 Real Estate Companies With Great Training

    Which real estate company has the best training? Learn why Keller Williams, Weichert and Redfin offer new agents the best ...
  80. The Difference Between RIAs and Registered Reps

    Here's how registered representative brokers work and how they differ from RIAs.
  81. 5 Worst Ideas Zynga Ever Had (ZNGA)

    Multiple bad ideas and products led to Zynga Inc.’s financial decline from its founding in April 2007 to the third quarter ...
  82. What Are Virtual Financial Advisors?

    The internet has provided a convenient way for financial advisors to offer their services to a wide customer base through ...
  83. These 3 Investment Banks Will Pay for Your MBA (GS, CS)

    Many investment banks will pay for an MBA, but bankers should keep in mind this advanced degree is not always their ticket ...
  84. 5 Companies That Specialize in Expat Health Insurance

    Five companies that specialize in expat health insurance are Clements Worldwide, Expatriate Healthcare, IMG, GeoBlue and ...
  85. What Retired Teachers Need to Know About Social Security

    Depending on where a teacher lives and that educator's eligibility into government provisions, a retired teacher's Social ...
  86. Accuquote vs. Selectquote: Which Website Is Better?

    Accuquote and Selectquote are websites offering insurance quotes to consumers. Learn about the products and educational materials ...
  87. Mylan’s Sneaky EpiPen Maneuvers

    Drugmaker Mylan has become a target of criticism in response to claims that it’s engaging in sneaky EpiPen maneuvers to shield ...
  88. Funding a Startup with Retirement Cash: Smart or Dumb?

    Retired entrepreneurs who have "played it safe" – and retirees who want to stretch their dollars – are looking to invest ...
  89. When Do Social Security Benefits Start and End?

    Everything you need to know about the three primary Social Security programs, how they work and who qualifies for them.
  90. Why Retirees Are Carrying More Debt Than Ever

    As people reach retirement they are carrying more debt than ever before. Why and what to watch for.
  91. First-Time Homebuyer's Guide

    Buying a home for the first time can seem daunting. Learn the buying process & what to watch out for in order to be a successful ...
  92. How Life Insurance Can Help With Liquidity

    Life insurance can provide liquidity in personal and business situations when access to capital is essential. Learn how to ...
  93. Tips for a Smooth Trip to Retirement

    Planning for retirement is like planning for a vacation: assess your ideal destination, follow directions, pack wisely, and ...
  94. Protecting Your Assets from Contingencies

    It really doesn't matter how well you've saved or invested if your assets aren't protected.
  95. Helping Couples Strategize for Social Security

    Even with the elimination of the file-and-suspend option for couples claiming Social Security, there are strategies they ...
  96. Top 4 Health Insurance Providers for Entrepreneurs (UNH)

    If you are self-employed or starting a small business, four health insurers provide solid options for coverage aimed at entrepreneurs ...
  97. Top 5 Fastest-Growing Startups in NYC (GOOGL, FB)

    The top five New York City startups are technology companies in different industries with astronomical track records of revenue ...
  98. What Foreign Buyers of U.S. Real Estate Need to Know

    Rising home prices and a strong dollar are making it tough for foreign buyers of U.S. real estate to pay cash. What to expect ...
  99. A How-to For Putting Your 529 College Savings to Work

    After years of saving for college, you don't want a misstep when it's time to use your 529 assets. We offer some do's and ...
  100. What Advisors Can Learn From Cal Ripken Jr.

    The FPA's annual meeting in Baltimore drew over 1,800 attendees and one MLB Hall of Famer. Here's what advisors can learn ...
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Hot Definitions
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