Personal Finance Articles

  1. Protecting Your Retirement From Unexpected Events

    Learn how to prepare for retirement by diversifying your investment portfolio, what insurance to buy and how to protect yourself ...
  2. The Upside of a Client Service Associate Career

    Client service associates play a vital role in the financial industry. Here's the lowdown on this position and what it can ...
  3. Avoid These Mistakes with Backdoor Roth IRAs

    A Backdoor IRA can help you save for retirement beyond traditional IRAs. Here are some pitfalls to avoid.
  4. How to Advise Clients Behind on Retirement Savings

    Many Americans are behind when it comes to saving for retirement. Here's how advisors can help.
  5. Common Interview Questions for Accountants

    Learn which job interview questions to prepare for to help advance your accounting career. Discover that what you do not ...
  6. Samsung Vs. Apple: Comparing Business Models (AAPL, SSNLF)

    Read an in-depth review of competing business models in the tech industry, including how Apple and Samsung are redefining ...
  7. We Finally Learn Why PayPal Was So Excited About Venmo

    PayPal announced the release of "Pay With Venmo," which would allow customers to use Venmo at retailers almost as they would ...
  8. This Is How Financial Advisors Can Help with Debt

    Learn how a financial advisor can help you analyze and structure your finances to bring down debt, and how to find the right ...
  9. Playing The Decline of Traditional Retailers (XRT, RTH)

    Play the decline of traditional retailers with a strategy that lowers built-in exposure to online sales.
  10. 5 U.S. Cities With High Paychecks and a Low Cost of Living

    Consider these U.S. hubs where workers get paid competitive salaries while enjoying a high quality of life due to a low cost ...
  11. 4 Entrepreneurs Who Are Changing the World

    Read about four entrepreneurs who are affecting positive change on a global level, potentially improving the lives of billions ...
  12. 3 Best Vanguard Target Retirement Funds

    Learn about three Vanguard target retirement funds that offer broad diversification and automatic rebalancing as investors ...
  13. The Highest Paying Business Careers

    Learn how to make a lot of money in the business world by choosing the right career path, and identify the specific business ...
  14. 3 Stores to Avoid This Coming Black Friday

    Learn what stores are best to avoid if you absolutely must participate in the madness known as Black Friday, and identify ...
  15. Top 3 Billionaire Living in Barbados

    Learn about the lone full-time billionaire resident of Barbados, Eugene Melnyk, who is also a Ukrainian Canadian executive ...
  16. How Retirement Plan Admins Trick You Into Saving $

    Some of these persuasion techniques may seem a little sneaky, but they're for your own good.
  17. How Much Do You Need to Retire in the Bahamas?

    The Bahamas may be paradise, but it’s also a financial enigma: low taxes and affordable real estate, but “island prices” ...
  18. Who Should Be Your Life Insurance Beneficiary?

    It might seem logical to just name your young children, but doing so can have undesirable consequences. Here are some better ...
  19. Can You Retire In Italy With $200,000 of Savings?

    The secret: If you want to live in Italy on a budget, you need to live like an Italian, not like an American movie star.
  20. Franchise vs. Startup? How to Decide

    For you, self-employment is definitely the name of the game. But which route is better: opening a franchise or starting a ...
  21. How Much Money Do You Need to Retire in Italy?

    A favorable exchange rate is just one reason Italy makes the list of possible retirement destinations for Americans.
  22. The Pros and Cons of Being a Nonprofit

    Evaluating the tradeoffs organizations face when choosing between becoming a tax-exempt nonprofit or for-profit business ...
  23. Why Financial Advisor Background Checks Are Vital

    An alliance of public interest groups is pressuring FINRA to broaden its BrokerCheck tool.
  24. Petrobras Impact on the Brazilian Economy

    How the Petrobas scandal has shaken the Brazilian economy.
  25. Helping Your Teen Find Their First Job

    Parents can help their teens along the path to landing a first job with these strategies and tips.
  26. Affordable Care Plans: Bronze, Silver, Gold, Platinum?

    How to choose among the different coverage levels in the Health Insurance Marketplace. Which metal makes the most sense for ...
  27. Don't Lose a Job Over Your Facebook Profile

    Employers use Facebook to weed out candidates, so your Facebook page better be clean.
  28. Essential Health Benefits Under The Affordable Care Act

    Under the Affordable Care Act, certain preventive health services and these 10 essential health benefits are the minimum ...
  29. Cutting Your Cost for Marketplace Health Insurance

    Here's how you may be able to lower your costs for health insurance coverage in 2016 though the Health Insurance Markerplace.
  30. Haunting Wall Street: The Halloween Terminology Of Investing

    Beware of zombies and Jekyll and Hyde companies! Read about the spooky terms circulating Wall Street.
  31. Are You Picking the Right 401(k) Funds?

    Learn how to get the right mix of funds for your age, how to identify the best funds offered in your 401(k) plan and red ...
  32. The Tax Benefits of Continuing Care Communities

    Continuing care retirement communities may be a viable option for some as they age. They also offer these tax benefits.
  33. Working During 'Retirement?' What You Need to Know

    More workers than ever plan on working another job after they retire. Here are some of the financial implications of doing ...
  34. Target Date Funds Can Be Customized: Here's How

    Target date funds will likely become a permanent fixture in the marketplace for the retirement plan sector. Here's how they ...
  35. Why Advisors Should Study Up on ETFs

    Advisors need to know the details around how ETFs can be constructed as well as the potential pitfalls that these funds may ...
  36. T. Rowe Price’s Top Funds for Retirement

    Finding a retirement fund with strong long-term potential in this environment is like finding a needle in a haystack.
  37. These 2 Retailers are Bucking the Trend (COST,TJX)

    These two retailers are right in line with current consumer trends, which should lead to high upside potential and resiliency ...
  38. Top Mutual Funds for Aggressive Investors

    Do you like high risk and high reward? If so, these mutual funds — believe it or not — might interest you.
  39. Is Hershey (HSY) Still a Sweet Investment?

    After a bittersweet third quarter is Hershey still likely to be a long-term winner?
  40. Why Millennials May Not Be Able to Retire

    The retirement outlook for millennials may appear grim but it doesn’t have to be. Gen Y still has time, but it needs to get ...
  41. Startups That Got Screwed by Venture Capital

    Venture capital support can make or break a startup. But before taking the cash, founders should make sure they are not making ...
  42. 4 Reasons You Shouldn't Use Your Retirement Savings as a Piggy Bank

    An overview of the effects of borrowing against your retirement savings.
  43. How to Manage Your Grocery Budget

    Managing your grocery budget can seem like a daunting task, but it doesn't need to be. These simple changes in the kitchen ...
  44. Hiring? Regulations Small Businesses Need to Know

    When a small business becomes an employer, it has new responsibilities. Make sure you familiarize yourself with regulatory ...
  45. How Labor Force Participation Rate Affects U.S. Unemployment

    While a falling unemployment rate sounds like a good thing, it can actually be indicative of people leaving the labor force ...
  46. 10 Tips For Running a Successful Airbnb Property

    How to run a successful Airbnb property with these 10 tips.
  47. How Does Paribus Work and Make Money?

    Paribus gets costumers money back on their purchases after the fact, using the same algorithms that retailers use to manipulate ...
  48. What Happens To Your Student Debt If You Die?

    What happens to student debt when you die? It all depends on the lending agency.
  49. Best Teleconference Software For Small Businesses

    Here's a look at some teleconferencing software and apps that could suit a number of small business requirements.
  50. Best Ways to Contact the Social Security Administration

    Navigating the thousands of rules that govern Social Security benefits can be difficult. Thankfully, the Social Security ...
  51. Peers: Your Secret Weapon for Retirement Savings?

    Studies show when individuals see colleagues and peers saving, they're more apt to save more too. It's healthy competition, ...
  52. Philanthropy Planning with Millennial Clients

    As more Millennials care about giving while they're still young, advisors must put philanthropy planning and strategy at ...
  53. How ‘Real’ Is Your Free Score From Credit Karma?

    A free credit score sounds good, but is it worth giving up your personal information to get one online?
  54. 7 Strategies Small Business Owners Should Know

    Use these techniques to make your business stand out from the pack and thrive.
  55. Is There Any Upside Left for Walgreens?

    Walgreens is about to get much bigger, but does bigger equal better in this case?
  56. Is Walmart a Bargain Right Now?

    Every great growth story comes to an end. Is this the beginning of the end for Walmart or a buying opportunity?
  57. Enrolled in a Bad 401(k)? Here's How to Deal

    Here's how financial advisors can help clients enrolled in subpar 401(k) plans (and how investors can make the most of one).
  58. Buy a House in the Philippines: A How-To Guide

    Foreign-ownership regulations make it a little tricky, but plan right and you can have a home in paradise.
  59. Trends Driving Managed Care M&A

    The uncertainty introduced by legislation has many managed care companies worried about potential financial losses. Companies ...
  60. Top Chicago Restaurants for Wining and Dining

    Looking to wine and dine clients in Chicago? These seven spots should be on your short list.
  61. How Millennials Can Maximize Their 401(k) Plan

    Free advice on how to get free money: an advisor offers tips on how millennials can get the most out of their 401(k).
  62. 4 Ways to Check Credit Card Accounts for Trouble

    Credit cards do offer some protection against fraud, but here are 4 reasons to be vigilant and protect your credit score ...
  63. Is Zynga Stock Suitable for Your IRA or Roth IRA? (ZNGA)

    Find out if Zynga is a suitable investment for an IRA. Learn about Zynga's long-term prospects. Is Zynga more appropriate ...
  64. 5 Ways Overvaluing Your Home Can Hurt You

    Getting top dollar for your home is everyone's goal, but overvaluing your home can hurt its chances of being sold.
  65. Top Tips for Getting More Client Referrals

    If you're not talking to your clients about referring you to friends, you should be.
  66. Retirement's Evolution: How to Be Prepared

    For many, retirement might not be the full stoppage of work and living a life of leisure but rather one of slowly phasing ...
  67. The Issuance Procedure of Corporate High-yield Bonds

    Issuing debt over equity can have several advantages for companies. Here we have a detailed look on the issuance procedure ...
  68. Avoid the Most Common IRA Rollover Mistakes

    Avoid paying excess taxes by learning some simple transfer rules.
  69. 4 Ways to Plan for an Unexpected Early Retirement 

    Retirement often comes earlier than planned. In order to ensure you will have the retirement you envisioned, you need to ...
  70. Why Delaware is the Most Business-Friendly State

    Incorporating your company in Delaware may give you the logistical, structural and judicial leg up you need to help your ...
  71. Generate Income For Retirement with Real Estate

    Learn whether rental income is compatible with your lifestyle, how to identify suitable properties, common pitfalls to avoid ...
  72. When Going 'Freemium' Works for Advisors

    Here's how advisors can incorporate free services into their businesses without giving away the store or drawing skepticism ...
  73. 5 Annoying Coworker Habits to Avoid

    Playing nice at work is hard to do especially if some of the workers exhibit annoying habits. Thankfully, there are ways ...
  74. Is It Safe to Send Money Through Gmail? (GOOG)

    Learn why Google's safeguards minimize the risks of sending money via Gmail, but also realize how hackers' sophistication ...
  75. Can Your 401(k) Impact Your Social Security Benefits?

    Find out why income from a 401(k) does not affect the amount of your Social Security benefits, but how it can impact your ...
  76. Move to These 5 States & Save Big for Retirement

    Wondering if you can live somewhere that's better for building a nest egg? Don't just stick a pin in the map. Consider these ...
  77. 4 Social Security and Medicare Need-to-Knows

    Retirees know better than anyone that costs are rising, especially health care. So, here we share these 4 considerations ...
  78. The Best Mortgage Deal (May Not Be What You Think)

    Don't judge a mortgage solely by payment amount. Here's what insiders know about choosing the most advantageous mortgage ...
  79. 401(k) Rollovers: Which Option Makes You the Most?

    Know the choices that net you the most on a 401(k) rollover – including big tax benefits (capital gains, not income tax) ...
  80. 529 Plans: How Much Do You Really Need to Save?

    529 Plans are a popular way to save for college. Here's how to be strategic about how to fund them, depending on your children ...
  81. 5 New Players in the 401(k) Space

    These companies represent a new philosophy in the retirement-plan arena that focuses on low costs, transparency and strict ...
  82. Considerations for Your 401(k) During Volatility

    If you can’t stand to sit tight when it comes to your 401k balance, focus on these five steps to help channel your worries ...
  83. IPO vs. Staying Private: What's Best for Your Biz?

    Taking your company public or staying private? Doing an IPO is costly and time-consuming; it also means you now have stockholders ...
  84. 5 Reasons You Might Need a Medigap Plan

    If you find yourself with sizable out-of-pocket expenses despite having Medicare, a Medicare supplement plan – or Medigap ...
  85. Learn from These Big CEO Blunders

    A ceo can seem to have it all: power, influence and gravitas. But it can all erode — along with a company’s share price — ...
  86. Top Tips for the Recently Unemployed

    When a major life change such as a job loss comes up the advice and counsel of a trusted financial advisor can prove to be ...
  87. Pros & Cons of ETF-Only 401(k) Plans

    Exchange-traded funds are hot; will 401(k)s offering them exclusively get even hotter? The pluses and minuses associated ...
  88. Saving for College: Life Insurance or 529?

    College is costly, and choosing the right savings plan is an important decision. Picking a life insurance policy or 529 plan ...
  89. 5 Common Mistakes When Creating a Trust Fund for Your Child

    Trust funds are often established to protect children in the event that their parents are not able to provide for them. Here ...
  90. 4 Companies That Offer ETF-Only 401(k) Plans

    While the universe of 401(k) plans with just exchange-traded funds is small, these companies offer them to small-to-midsize ...
  91. How to Shop for the Holidays on a Budget

    Holiday shopping doesn't have to cost a lot if you make an effort to save. From setting a budget to comparison shopping, ...
  92. Three Stages of Retirement: A How to Guide to Plan for Them

    Retirement isn't something you can plan for and forget. Your needs will change at different points, which is why you need ...
  93. 7 Ways to Maximize Your Retirement Savings When You Leave the Workforce

    Many people have little saved to live on in retirement. Thankfully there's ways to boost the amount you have saved.
  94. How to Find a Job After Age 50

    Finding a job at any age can be tough but older candidates face specific challenges. Thankfully there are ways to stack the ...
  95. Why Caterpillar Should Be on Your Watch List

    Caterpillar is in a bind due to macroeconomic conditions, but unlike many other companies it's preparing accordingly.
  96. Want to Relocate for Retirement? Be Realistic

    Here's how financial advisors can help retiring clients develop a realistic picture of relocation.
  97. 5 Must-Watch Films and Documentaries for Business Students

    Understand why it is important for business students to watch relevant films and documentaries. Learn about the top films ...
  98. 5 Free Ways to Learn New Skills Online

    Stay sharp and up to speed with today's valuable skills on these five, completely free online platforms.
  99. ETFs Can be Tax Efficient: Here’s How

    Learn about the primary reasons ETFs are highly tax-efficient, including how their unique structure allows them to reduce ...
  100. The Top 3 High-Paying, Low-Education Jobs

    Learn about some interesting career choices that require relatively little education while offering compensation that is ...
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