Personal Finance Articles

  1. When Is the Best Time for You to Buy a House?

    Making what is likely to be the single most expensive purchase of your lifetime shouldn’t be done on a whim.
  2. Are You Rich Enough to Retire in New Zealand?

    New Zealand is beautiful and welcoming to retirees – but only if they bring a healthy bank account. See how you measure up.
  3. What Can A Conference Call Tell About Trends?

    Messages in a company conference call can be easily misconstrued. But there is a way to cut through the talking points to ...
  4. The Battle Between Apple Watch & Luxury Watches

    With prices starting at $10,000, will the 18-karat gold Apple Watch Edition threaten luxury watch brands like Rolex and Cartier? ...
  5. Don't Underestimate Kroger's Retail Power

    The grocery chain Kroger has been growing stronger thanks to strategies such as holding down costs, acquisitions, and a focus ...
  6. What Makes Tesla's Business Model Different?

    Tesla did not invent the first electric car. What it did invent was the first successful business model for bringing compelling ...
  7. Successful Investors Don’t Just Set It & Forget It

    The most highly effective investors consistently take steps to adapt their investment plan in the face of changing markets ...
  8. Surviving Your First Year As A Trader

    These tips will reduce the learning curve for first-year traders.
  9. The Best Way to Insure Your Jewelry

    What you need to know to keep those baubles, bangles and beads safe.
  10. Are Tech Startups Overvalued?

    Tech companies with billion dollar valuations are mushrooming and the NASDAQ index passed 5,000. Is there an app to tell ...
  11. Where Are Real Estate Stocks Heading?

    We summarize five economic reports that investors should monitor monthly to keep them informed of where real estate and its ...
  12. An in Depth Look at How Inheritances Are Taxed

    The tax implications of an inheritance can be complex. Here's what beneficiaries need to know.
  13. Millennials' Money Habits: How to Help

    Millennials gleaned much of their financial savings habits from their parents. Here's where they could use some help.
  14. How Advisors Can Assist Clients with Inheritances

    Leaving an inheritance can be complicated and even a burden on the recipient. Here's how advisors can help.
  15. How Financial Advisors Can Woo Wealthy Clients

    To woo wealthy clients, offer the resources they need and design a strategic website and marketing plan to bring those desired ...
  16. Why Cash Will Never Be Obsolete

    As long as the banking system remains strong and so many Americans remain unbanked, the United States will not have a cashless ...
  17. The 6 Biggest Fortune 500 Employers

    In 2015, five of the top six biggest Fortune 500 companies are retailers.
  18. Six Agencies to Find a Caregiver for Your Child

    Hiring a caregiver for your kids can be tough. Here's a cheat sheet on how and where to find your personal Mary Poppins. ...
  19. 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.
  20. Nike and the NBA, a Perfect Duo?

    What does Nike's recent eight-year contract partnership with the NBA entail for its largest competitor Under Armor?
  21. Looking for Alternatives to Invest in Real Estate?

    There are several ways to invest in “real estate” via the stock market, buying stocks and hold them for years. We give you ...
  22. Is Amazon Killing the Best Buy Business Model?

    Best Buy's business model has been shaken up by Amazon. Its plan to adapt is working but needs to go further to avoid the ...
  23. What Private Investors Can Learn from 'The Profit'

    By watching "The Profit" investors can pick up a simple yet solid framework for investing in privately-held businesses.
  24. Subaru: Japanese Cars for American Lifestyles

    Subaru has built its cars differently from traditional cars, and once someone is drawn in by the company’s catchy advertising ...
  25. 8 Reasons to Roll Over Your 401(k) to an IRA

    Switching jobs? Moving your retirement savings into an IRA has advantages that may allow you to build a larger nest egg.
  26. Who Are Millennials and Why Do They Matter?

    With more than 80 million members, the Millennial generation represents a key consumer segment. Ignore them at your peril. ...
  27. Protect Yourself Against Reverse Mortgage Scams

    You could lose not only money, but also your home, if you fall for these schemes.
  28. Find a Reverse Mortgage Lender You Can Trust

    Reverse mortgages are a notorious lending market. Follow these steps and the chances are good you’ll find a trustworthy, ...
  29. Do Big Inheritances Do More Harm Than Good?

    Most wealthy parents plan to pass on their wealth, but few have had discussions with their heirs. Financial advisors should ...
  30. Top Tips for Helping Clients Sustain Wealth

    High-net-worth individuals face a number of potential challenges when passing wealth down, but it is possible to build generational ...
  31. The Delhaize/Ahold Merger: A Buy for Investors?

    The mid-2016 merger of Delhaize Group and Ahold NV will create a supermarket giant, but what will it mean from an investing ...
  32. 10 Things Your Real Estate Broker Won't Tell You

    Whether you're selling a home or buying one, go in with eyes wide open when you're working with a broker.
  33. General Electric Returns Vs The Dow Industrials

    General Electric (GE) has outperformed the Dow Industrial Average since the 2008 crash and could achieve even greater returns ...
  34. Find the Private Island of Your Dreams

    The perks, the problems and the pleasures of owning your own little piece of paradise.
  35. Can I Afford To Buy A Private Island?

    It may not be as pricey as you think, but don't forget to pay attention to the rights you're buying and, perhaps, factor ...
  36. Lockheed Martin Is Tight With The US Government

    The relationship between Lockheed Martin and the U.S. government is long-standing and the company's biggest revenue source, ...
  37. The Best Buy-and-Hold Stocks for Your Retirement Portfolio

    These stocks offer stability while exhibiting strong indicators of future growth.
  38. What Drives The Price Of Chocolate?

    The price of chocolate is driven by many factors, and chocolate lovers need to understand what can impact our ability to ...
  39. How Advisors Can Help Couples Agree on Finances

    Financial advisors often end up being mediators when it comes to working with couples. Here are some ways to get them on ...
  40. 5 Overlooked Tax Deductions for Small Businesses

    It's easy for small business owners to miss a few tax write-offs. Here's where to find them.
  41. How Millennials and Baby Boomers Invest Alike

    When it comes to investing Millennials and Boomers are more alike than you may think. Here's how.
  42. How to Help Clients Plan for a Special Needs Child

    A special needs child demands extra diligence in planning. Here's a guide to best practices.
  43. Is PayPal Worth More Than eBay?

    Examine the online payment processor, PayPal, and discover its projected value increase as a standalone company, separate ...
  44. Understanding Regulations on Qualified Longevity Annuity Contracts

    QLACs provide retirees a way to guarantee a lifetime income – as long as the regulations set out by the IRS are followed. ...
  45. Top 10 Jobs That Allow You to Work From Home

    Here are some top careers where you'll find work-at-home job opportunities.
  46. 7 Finance Books Every Teenager Should Read

    Most personal finance books are geared to adults, but here are a few that teens may actually want to read.
  47. Will Abercrombie & Fitch Ever Make a Comeback?

    A comeback seems possible for Abercrombie & Fitch, but can it afford the costs required to put it back on top?
  48. Do You Qualify for a Reverse Mortgage?

    See whether you meet the age qualifications and other requirements for getting a reverse mortgage.
  49. A P2P Mortgage: Is This Loan Right For You?

    Read all about the the pros and cons of this trend in of peer-to-peer lending.
  50. Reverse Mortgages and Your Taxes

    It pays to know the tax benefits from getting a reverse mortgage. Two major considerations: Are the proceeds taxable and ...
  51. Low-Cost Ideas For Urban Gardening

    Because urban gardening is a growing trend to create lots of greenery in your home, we give you these low-cost ideas without ...
  52. 7 "Apprentice" Hosts From Around the World

    There are as many as 26 countries with their own local version of "The Apprentice," and each version is hosted by a native, ...
  53. 8 Tips on Saving Money as a Student in Paris

    A strong dollar and French government policies designed to help students make it easier to survive on a tight budget.
  54. What Does It Cost to Study Abroad in Paris?

    Housing will be your biggest budget challenge as a student in Paris, but the city offers lots of ways for students to save ...
  55. How Much Does It Cost to Study Abroad in France?

    Study abroad can deliver a big return on your investment. Here are some costs to consider if you're thinking of studying ...
  56. Did Obamacare Make Premiums Go Up?

    A careful look at data from nonpartisan sources suggests that any increases have actually been modest by historical standards. ...
  57. Pay Less for Financial Advice

    Here's a look at what you should pay for financial advice and investment management, what you should get for that price and ...
  58. How The NBA Makes Money

    The National Basketball Association has moved past Major League Baseball to represent the second most popular sport in the ...
  59. A Guide to Qualified Longevity Annuity Contracts

    QLACs are one way to make sure you don't outlive your retirement savings. Here's how they work.
  60. How to Find the Right Retirement Community

    You're going to be spending a lot of time there, so invest time and thought into which retirement community you pick – before ...
  61. Relax at the Airport With the Right Credit Card

    Some of the best credit cards available to the everyday consumer now give anyone access to some of the world’s most luxurious ...
  62. How Martha Stewart Built a Media Empire

    A look into how Martha Stewart took her home-based catering business and turned it into a billion dollar media empire.
  63. Should You Use Credit Cards To Fund Your Business?

    We give you 4 reasons to consider using a credit card instead of a business loan to fund your business, and how to be smart ...
  64. Outsource This!: The Top 10 Jobs for Millennials

    Millennials should consider careers in these areas for better initial opportunity, job security and even solid wages.
  65. 401(k) vs. Picking Stocks: What's Best?

    The pros and cons of two different ways to invest your retirement savings
  66. Comparing Contributions: Roth 401(k) vs. Roth IRA

    Which one works better for you? Read on.
  67. Work-From-Home Scams: How to Avoid Them

    Learning when a lucrative opportunity is – and isn't – legitimate.
  68. 5 Benefits of Rolling Over a 401(k)

    Nearing retirement or changing jobs? Here's why you might want to move your 401(k) into an IRA (more investment options, ...
  69. How Much Does It Cost to Roll Over a 401(k)?

    Normally, there's no fee to roll over a 401(k) account. But ask your broker about the cost of opening a new account. That's ...
  70. 3 Things You Should Know About PayPal's IPO

    Read about what investors should consider before the PayPal IPO, including the company's strong revenue growth, business ...
  71. Vanguard's Robo-Advisor: Tailored to Boomers

    Consumers likely will benefit from Vanguard’s entrance into the rapidly expanding robo-advisory market as competition intensifies. ...
  72. Why Colt Went Out of Business

    Even as the gun industry has enjoyed good sales the last few years, iconic gun manufacturer Colt recently filed for bankruptcy. ...
  73. Best Ways to Roll Over Your 401(k)

    When you leave a job, you have some decisions to make about what to do with your 401(k). Here are some choices.
  74. How Advisors Can Get the Most Out of Social Media

    It's imperative for financial advisors to take advantage of social media tools, and they should start with the most effective, ...
  75. Why Americans Need Social Security Schooling

    Americans lack basic knowledge of Social Security, which presents an opportunity for advisors.
  76. Betterment vs. Financial Advisor: Which is Best?

    Which is better: Betterment or a traditional financial advisor? The answer depends on you, your skills and expectations. ...
  77. Can You Afford to Retire in Singapore?

    It costs a lot. But many find the “Switzerland of Asia” well worth the expense.
  78. Strategic Asset Allocation: What Percent Belongs in Startups?

    The ability to now invest in an emerging class of individual startup securities motivates investors to rethink their strategic ...
  79. REITs Vs. Real Estate Crowdfunding: How They Differ

    There are a few different ways to go about investing in real estate, the two biggest are through REITs and a newcomer to ...
  80. Find the Top Retirement Cities in Colorado

    Mountain scenery, sunshine and affordability – that's what the Centennial state has to offer, plus great work and education ...
  81. Personal Loans vs. Car Loans

    How to tell whether a personal loan or a car loan is better for you.
  82. 5 Signs It's Time to Hire an Estate Manager

    If managing multiple properties (or just one large estate) is taking up too much of your time, you can hire your way back ...
  83. How Does FIFA Make Money?

    A look at the hugely successful business model of FIFA.
  84. Tesla Stock Too Expensive? Trade Tesla Options

    Tesla Motors is trading around $260 a share, making it too expensive for many investors. Options offer a low-cost way to ...
  85. Salesforce Acquisition Could Boost Microsoft

    A Microsoft acquisition of Salesforce, which has been speculated on, would help boost Microsoft's cloud presence and grow ...
  86. This is the Top Regret of Retirees

    A recent New York Life study has found that the top regret of retirees is not retiring sooner.
  87. Top Family-Friendly Companies to Work For

    Today's workplace is tough on women and families. One of the most important steps to changing that is paternity leave. A ...
  88. Pros & Cons of Investing in Crowdfunded Property

    Although the basic concept of real estate crowdfunding might sound great, it does come with a few disadvantages of which ...
  89. Can You Afford a Black Centurion Amex Card?

    It’s not just this cool card’s hefty initiation and annual fees, but also the amount you have to spend each year that should ...
  90. Using Your 529 Savings to Study Abroad

    With studying abroad no longer cheap, families may find that a 529 plan college-savings account can fund educational travel. ...
  91. All About The Gun Business In America

    A look at the controversial US gun industry, producers, and market share.
  92. Which Gets Priority: Retirement or College Fund?

    On a tight budget? Wondering which to contribute to – your retirement or your kid's college fund? Here's expert help on how ...
  93. Postnup vs. Prenup: Marriage Roulette Protection

    ...and how to determine which, if either, your marriage needs.
  94. Sharing Economy Startups On The Road To Success

    As more startups use our phones and computers to bring us closer together, savvy companies are leveraging technology to help ...
  95. My Mini-IPO: The Reality of Equity Crowdfunding

    Regulation A+, part of Title IV of the JOBS Act, has made equity crowdfunding a reality in the U.S. What does that mean for ...
  96. 5 Reasons Why Cold Calling is Dead

    Is cold calling really dead? If so, what are the better alternatives?
  97. How Movie Theater Companies Are Combatting Netflix

    Understand why Netflix is a threat to major movie theater companies, and learn how movie theaters are fighting back against ...
  98. Want to Beat the Market? Take on Some Risk

    As we head into a sketchy investment environment, you may want to reverse your thinking to find the best opportunities.
  99. Why Financial Advisors Need to Know SEO

    Advisors should study these tips on how to ensure that would-be clients find them online.
  100. Is Risk Aversion Kryptonite to Millennials?

    Financial advisors to millennials need to pay heed to this generation’s aversion to risk and help them understand how to ...
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