Personal Finance Articles

  1. The Success Of Patagonia's Marketing Strategy

    Patagonia's marketing strategy urging sustainibility, and the promotion of used Patagonia goods, is working and the company's ...
  2. A Quick Guide to High-Net-Worth Estate Planning

    A quick estate planning guide for high-net-worth individuals to help minimize taxes and costs, protect assets and plan for ...
  3. How to Battle Inflation During Retirement

    If inflation is imminent, here's how to prepare.
  4. Best Medium-Term Investments for Market Jitters

    As central bank effectiveness wears off, here are a few ways to play it.
  5. Living Trusts vs. Simple Wills: A Comparison

    A look at wills versus living trusts and when to choose one over the other.
  6. Costco’s Business Model Is Smarter Than You Think

    Why is Costco so successful? What differentiates the company from its competitors and why is its profit so small compared ...
  7. The NBA’s Business Model

    Drawing interest domestically and abroad, the NBA has seen its popularity and revenue streams rapidly increase over the past ...
  8. I Maxed Out My 401(k)! Now What?

    Fear not: There are smart ways to ensure that your retirement nest egg keeps growing.
  9. Smart Ways to Use a Mortgage Calculator

    When you're buying a home, it's essential to do due diligence about the true costs. Mortgage calculators will show you if ...
  10. Can You Retire in Myanmar Yet?

    A stash of $200,000 could go a long way in Myanmar (Burma). But for now, it's a place for retirees to visit, not settle down.
  11. Financial Tips For People Who Hate Finance

    For people who hate financial planning, there's usually one big problem – which you can fix. Do it now.
  12. How to Live Mortgage Free in a Tiny House

    Downsizing to a much smaller home – no more than 500 square feet – on your own or rented land can be a smart way to offload ...
  13. Seven Investing Books For Your Summer Reading List

    It’s almost 4th of July, the season of summer reading. Picking up a book during your holiday can be a great opportunity to ...
  14. How to Establish a Blind Trust

    ...and the reasons why you might want to do so.
  15. How To Analyze Netflix's Income Statements

    Learn how to read Netflix's income statement, calculate net income and interpret EPS to evaluate the company's current financial ...
  16. Who Needs Extortion Insurance?

    Insurance can help mitigate the financial damage of an extortion plot, but it’s important to read the fine print before taking ...
  17. Affordable Ways For Upgrading Your Home

    Upgrading your home doesn’t have to be an expensive chore. Here we give you 8 affordable ways to increase its appeal.
  18. The Pros and Cons of Buying on Amazon

    Learn how buying works with Amazon. Amazon has become the dominant player in online retail with its ruthless focus on lower ...
  19. Indexed Universal Life Insurance: The Pros & Cons

    What you need to know, to see if these vehicles fit into your financial plan.
  20. Have Household Help? Don't Get In Tax Trouble

    Hiring household workers can be a complicated process. Know what the government requires so you can prevent penalties and ...
  21. Millennials: Retire With $1,000,000 --Here's How

    It is possible for Millennials to retire with $1,000,000, if they take the right steps and make the necessary sacrifices ...
  22. Estate Planning for a Surviving Spouse

    Estate planning for surviving spouses can be difficult for a number of reasons, so it's important to have good support and ...
  23. How the Advisor Compensation Debate Helps Clients

    The debate over compensating advisors is not likely to be resolved anytime soon, but clients should win with lower fees and ...
  24. Top Strategies to Attract Elite Clients

    Here's how to think outside of the box when it comes to attracting a high-net-worth client base.
  25. How Financial Advisors Can Tweet Like Pros

    A quick guide to how advisors can tweet like the elite.
  26. Gay Marriage Ruling: Its Impact on Estate Planning

    Same-sex couples now face the same legal and financial issues as heterosexual couples; some may need to adopt simpler, more ...
  27. What Is the Pharmacy Benefit Management Industry?

    PBMs, acting as third party administrators and negotiators, are essential to facilitating transactions between the moving ...
  28. Ink Plus or Starwood Preferred, Which Credit Card Is Right for You?

    Maximize Your Business Rewards: Chase Ink Plus vs. Starwood Preferred.
  29. Unconventional Destinations To Stretch Vacation Dollars

    By picking a destination that's off the beaten path, travelers will meet few tourists and, as a result, will find their vacation ...
  30. The Adverse Effects of Cheap Gas

    While low gas prices are welcomed, smart budgeters must anticipate future price hikes and consider the impact of low gas ...
  31. Prospering In The Next Bear Market: Here's How

    Prepare to survive, and even prosper, in the impending bear market, by considering and putting into action the following ...
  32. Pension Annuity vs. Lump Sum: Which is Best?

    Which pension distribution option best serves your client, a pension annuity or a lump-sum payout?
  33. 3 Secrets You Didn't Know About Estate Planning

    Every advisor and saver needs to know these three estate planning secrets.
  34. Bank Lingo: Routing Number Vs. Account Number

    Each consumer bank account has its own personal ID. And so does the bank. How do these numbers function and how do they protect ...
  35. Employment Negotiations: What To Ask For & How

    Improving their first offer: What you should know
  36. The Economics Of Private Jets

    High-flying CEOs use private jets to avoid check-in hassles and departure delays. For them, concierge service and arriving ...
  37. Roth 401(k) Vs. Roth IRA: Which One Is Better?

    It all depends on your age, your income - and your plans for your retirement nest egg.
  38. Top 6 Best Value Hotels

    Here are the top value hotels across America, most of which can be had for less than $100 per night and less than $50 per ...
  39. How to Best Navigate Taxes in Retirement

    Here's a rundown on tax strategies that can help extend the life of a nest egg.
  40. 7 Cybersecurity Tips for Advisors

    The digital age has created a new breed of thief who can break into client files at any time, but there are ways to minimize ...
  41. When Couples Have Different Risk Appetites

    Communication, compromise and frequent monitoring will lead to successful investing for spouses with different risk tolerances. ...
  42. Top Investment Ideas for Malls of the Future

    How investors should be thinking about the mall of tomorrow.
  43. Do Data Breaches Really Matter for Retailers?

    Do data breaches hurt the stock price of retailers? Let's have a look at a few examples.
  44. How Small Businesses Can Guard Against Cybercrime

    Once a small business decides to establish an online presence, implementing certain guidelines is a vital step in order to ...
  45. Is ESPN a Sport Monopoly?

    With such a dominant presence in sports as demonstrated through substantial ratings and a firm online presence, some may ...
  46. Fed Raising Rates Affects Startup Funding

    With interest rates having nowhere else to go but up, the Fed’s impending interest rate raise will likely begin to reverse ...
  47. More Bonuses And Fewer Raises Affect Workers

    Companies are increasingly replacing salary increases with bonuses, much to the detriment of employees.
  48. Will Low Gas Prices Kill Hybrid Cars?

    Further changes in the number of hybrid electric vehicles sold have, so far, mirrored oil prices: the higher the price of ...
  49. Why Is Health Care So Expensive In The Us?

    The U.S. is the world leader in only one area of health care: costs. Why is it so hard to rein in these expenses?
  50. cities with best healthcare system

    A starting guide to figuring out where the best care is when the diagnosis is a scary one.
  51. Do You Need Kidnap & Ransom Insurance?

    Americans working abroad – and high-profile individuals traveling frequently in kidnapping hot spots – should consider this ...
  52. 5 Signs You Need A Postnup

    They're not the most fun thing to contemplate, but these contracts can actually help a marriage.
  53. A Guide To Kidnap & Ransom Insurance

    Every year, thousands of people are kidnapped for ransom all over the world. This insurance offers protection – and peace ...
  54. 3 Main Reasons Las Vegas Sports Teams Keep Folding

    Learn why a unique labor force, competition for entertainment dollars and the stigma of gambling have kept professional sports ...
  55. Advisors Evenly Split on Robo-Advisors' Relevance

    A new study finds that advisors are split on the impact of robo-advisors.
  56. MLPs: Is Now the Right Time to Invest?

    Here's what you need to know about MLPs, those under-the-radar investment vehicles.
  57. Tips for Protecting Clients from Scammers

    Predators now have more access to vulnerable clients than ever before; advisors should communicate with clients to better ...
  58. Why FIFA Can't Give the 2022 World Cup to Qatar

    Learn about the high price tag for the 2022 World Cup in Qatar, along with allegations of human rights abuses and bribery ...
  59. Whole Foods: How Will Shares React to Price Probe?

    Why it's important to look beyond the recent headlines about Whole Foods Market and accusations of pricing problems in New ...
  60. What's Worth More: Walmart or Facebook?

    Which company is worth more, Walmart or Facebook? The answer may come as a surprise.
  61. MLPs and Limited Partnerships: How They Differ

    Limited partnerships and master limited partnerships have one difference that makes all the difference.
  62. Winning Retailers Amid Sales Slump

    Declining department store retail sales and the exceptions to the rule after the end of the Great Recession.
  63. Is Etsy The New And Improved Ebay?

    Will Etsy replace Ebay as the place for young, trendy millennials to shop?
  64. Two Heads Are Better Than One In Finances

    Given the importance of a retirement account, having professional help with savings accounts is far more important than a ...
  65. Should I Insure My Wedding Ring?

    It depends, in part, on the ring's value and your current insurance coverage. Here's a guide to making a decision that's ...
  66. 5 Things to Look for in a Private Banker

    When putting all your assets into one private banker basket, it pays to proceed with caution.
  67. How To Insure Your Wedding Ring

    Read on for everything you need to know to make sure this precious possession is covered against theft, damage, loss and ...
  68. 10 Little Known Ways To Reduce Your 401(k) Taxes

    These clever strategies will help you hold onto your money – so you'll have more available for your retirement.
  69. Corporate Inversion: How It Works

    Large corporations are making all kinds of moves to decrease expenses and increase profits in an increasingly competitive ...
  70. Study Abroad: Budget For Brazil

    Interested in study, food and adventure in one of the fastest growing economies in the world? Check out what Brazil costs. ...
  71. Is My Health Insurance Good In Another State?

    Under ACA, is health care insurance something you can take with you state to state?
  72. How The NFL Makes Money

    The National Football League is the most successful sports league in the world. How does the NFL make money, and what is ...
  73. College Tuition vs. Investing: Is It Worth It?

    With the rising cost of college and questionable career prospects awaiting college graduates, some are wondering if a college ...
  74. Do Oil Prices Affect The Auto Industry?

    Based on an understanding of complementary and substitute goods, the American auto industry is exhibiting expected effects ...
  75. 5 Assets Only The Ultra Rich Can Afford

    Yacht? Private jet? Not that unusual. If you’re rolling in the big bucks, you can buy something much more interesting.
  76. How To Talk To Headhunters

    8 tips on forging a fruitful relationship with an executive recruiter.
  77. Does it Make Sense to Have an MLP in an IRA?

    Here's why MLPs should — and shouldn't — be considered for an IRA.
  78. How Retirees Should Approach Interest Rate Hikes

    Here's what retirees can do if interest rates rise.
  79. Netflix's Billion-Dollar Content Licensing Budget

    Understand how Netflix selects the TV shows and movies it streams to its subscribers, and learn how it finances those licensing ...
  80. Has McDonald's Peaked?

    McDonald's has been a reliable investment for many years, but all trends eventually change course.
  81. MLPs: How They Are Taxed

    The advantages of MLPs outweigh the disadvantages, especially if you play your cards right.
  82. Pros and Cons of Master Limited Partnerships

    Want steady income? Consider looking into MLPs.
  83. Why Advisors Should Seek Out Wealthy Workers

    The majority of "high-net-workers" thinks an advisor would add value, but few use them. Financial advisors should see this ...
  84. Are Annuities Right for You?

    Annuities are safe and often appealing, but IRAs and 401(k)s offer advantages that annuities typically can’t match, with ...
  85. IRS Refund Lost? Here's What to Do

    Don't panic. There are a number of reasons your refund might be delayed – and solutions for each.
  86. American Express Cards: Centurion Vs. Platinum

    If you're offered a coveted black card from Amex, should you accept it?
  87. Should You Insure Your Wedding Dress?

    It can be money well spent that ensures your gown is ready for your big day. Plus, insurance covers a groom's and other attendants' ...
  88. 3 Reasons To Get Umbrella Insurance

    A relatively small annual premium can buy you a lot of peace of mind. In today's litigious society, that's money well spent.
  89. Why Zynga Might Be the Most Undervalued Stock of 2015

    Learn why Zynga, despite having fallen off most investors' radar, might be the most undervalued stock for 2015 and a winning ...
  90. What Exactly Do Project Managers Do?

    While supervision is one important part of the job, a lot more goes into project management than just watching everyone ...
  91. Diversification and Startup Investing

    Startup investments, considered a subset of venture capital, are subject to the same principles of diversification and portfolio ...
  92. Profit and Cost Centers in the Wellness Industry

    Fitness, mind and body exercise and healthy eating are driving the wellness industry's growth in revenue, making wellness ...
  93. Get Better Mileage Out Of Your Savings At The Pump

    U.S. drivers are spending 90 cents less on a gallon of gas than a year ago, about more than $10 a tank. If that’s you, what ...
  94. 5 Ways to Mess Up Estate Planning

    There are several ways to make an estate plan defective, most of which can be easily avoided by periodic plan reviews.
  95. How Going Green Can Cut Your Taxes

    Investors looking to improve their bottom line via green investing without risk should take advantage of these tax credits. ...
  96. Top Retirement Planning Tips for Same-Sex Couples

    Financial advisors who work with same-sex couples need to be aware of these key factors to provide effective advice.
  97. Those Who Retire Early Share These Traits

    Here's how people planning on retiring early prepare for what's ahead.
  98. Knowing When To Hold And When To Sell

    When deciding whether to sell or hold on to a stock, use the "partial sell" strategy as a way to minimize risks and ensure ...
  99. The Purpose Of a FMLA Form

    Parsing the different types of paperwork that accompany a leave of absence under the Family Medical Leave Act.
  100. Top Countries For Rich Retirees

    If your dream is to retire abroad and you've amassed a substantial nest egg, consider one of these luxurious options.
Hot Definitions
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  2. Quick Ratio

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