Personal Finance Articles

  1. Medicare Changes for 2016

    Get ready to pay more: Seniors will be shelling out additional cash for drugs, and some will have to ante up 15% more for ...
  2. 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 ...
  3. Returning to Colombia to Retire

    When retiring abroad in a country where you have a family connection, top considerations include healthcare, double taxation, ...
  4. Top 5 Retirement Cities in Greece: Which for You?

    Greece has blue skies, beaches, nightlife, hiking trails, olive groves and ancient history. Choose the place that matches ...
  5. Going Back to India to Retire: A How-to Guide

    If your family hails from this land of vibrant culture and ancient traditions, retiring in India may be an ideal choice, ...
  6. 4 Lessons Small Businesses Can Learn From "The Profit"

    Learn some of the most valuable lessons that small business owners can glean from watching episodes of Marcus Lemonis' show, ...
  7. 3 Reasons Businesses Give Bonuses to Poor Performers

    Learn more how bonuses paid to poorly-performing employees affect a company and why many businesses are still paying out ...
  8. A Day in the Life of a Venture Capitalist

    Learn more about the job description of a venture capitalist and discover what a typical day in the life of this professional ...
  9. Best Buy's Cyber Week: Can it Trump Cyber Monday?

    Best Buy has been one of the most up and down retailers over the years. It recently took an innovative step to improve performance. ...
  10. Common Interview Questions for Controllers

    Learn more about the job description of a financial controller and questions that may be asked of applicants applying for ...
  11. Buying a House Before Selling Your Own: Risks and Considerations

    Learn more about the financial risks and worst case scenarios associated with buying a home before selling your current residence.
  12. Financial Data Analyst: Career Path & Qualifications

    Learn more about the career options available to financial data analysts, and determine whether the profession is a good ...
  13. Buying Annuities in a Low Interest Rate World

    Learn if buying an annuity makes sense in a low interest rate environment. Also discover the different types of annuities ...
  14. Common Interview Questions for Accounting Research Managers

    Learn how to ace an interview for an accounting research manager position, including anticipating the questions and formulating ...
  15. Personal Loans: Consider These Alternative Lenders

    Looking for an alternative source of financing for a personal loan? Take a look at these companies.
  16. Will Wendy's Continue Its Stealth Rally?

    Investors aren't paying as much attention to Wendy's as they do to Chipotle Mexican Grill and Shake Shack, but they should ...
  17. Aflac: How This Giant Insurer Makes Money

    One of America's largest insurers is also one of Japan's largest. See how Aflac became a Pacific Rim phenomenon.
  18. How Aetna Makes Money in the Age of Obamacare (HUM, AET)

    How Aetna, one of America's (and Canada's) biggest health insurers, combined private and governmental business to get huge. ...
  19. Does McDonald's Offer Value to Shareholders?

    McDonald's wants to transition from a fast-food restaurant known for cheap food to a fast-food restaurant known for offering ...
  20. Top 4 Billionaires Living in Las Vegas

    Learn how Las Vegas billionaires made their fortunes by creating one of the most luxurious tourist destinations in the world ...
  21. 4 Ways to Reduce Retirement Plan Fees

    Learn about why fee minimization is important for retirement investors and discover how to avoid some of the most common ...
  22. Quantitative Analyst: Career Path & Qualifications

    Learn about the work that quantitative financial analysts do everyday, and determine what it takes to become a successful ...
  23. Inside WeWork's 'WeLive' Concept

    Learn about the WeLive concept by office space company WeWork and how the business model may innovate current residential ...
  24. Best Performing Target-Date Funds

    Learn about the three best-performing target-date mutual funds (TDFs) from T. Rowe Price, Schwab and Vanguard with target ...
  25. Start Investing With Only $1,000

    Find out what fees and restrictions need to be considered before investing $1,000.
  26. Commercial Real Estate Agent: Career Path & Qualifications

    Learn about the qualifications, skills and licensing requirements to be a commercial real estate agent and how to get started ...
  27. Selling Your House Before an Interest Rate Hike?

    Learn about the potential advantages and disadvantages of selling a home before or after an increase in the national interest ...
  28. Internal Advisor Consultant: Job Description & Average Salary

    Learn about the internal advisor consultant position and the national average salary as well as the key skills, education ...
  29. Blue Collar Vs. White Collar: Different Social Classes?

    Learn about the implications of the words "blue collar" and "white collar" and the connotation each carries for social class ...
  30. Hedge Funds and Real Estate: Could it Create Another Bubble?

    Learn about the impact hedge funds may have in the creation of a future housing bubble and the factors that contribute to ...
  31. H&M Vs. Zara Vs. Uniqlo: Comparing Business Models

    Learn about the business models used by competing clothing companies H&M, Zara and Uniqlo and how each uses distribution, ...
  32. 6 Benefits You're Required by Law to Offer Your Employees

    Learn about the benefits that a business must offer to employees, such as family and medical leave, as well as various forms ...
  33. Before you Buy that Home: Shop for the Best Loan

    Before even starting to search for a home, the first thing you need to do is get pre-qualified for a home mortgage.
  34. 5 Reasons to Rethink Retirement Investing

    Wherever you fall on a retirement crisis, consider these 5 reasons to rethink your investing strategy.
  35. 10 Books Every Investor Should Read

    Want advice from some of the most successful investors of all time? Check out our reading list.
  36. Starting A Small Business For Less Than $1000

    Here are the top niche businesses which can be started for less than $1000.
  37. How to Choose Permanent Life Insurance Policies

    When does it makes sense to buy a guaranteed rather than a non-guaranteed life insurance policy?
  38. Should You Pay Someone to Create a Retirement Plan?

    Nobody likes to pay for help, but it may be necessary to shell out the extra cash for proper retirement planning help.
  39. Going Back to Mexico to Retire: A How-to Guide

    Looking to spend your post-working days in your own or your parents’ birthplace? Here is what you need to know to plan your ...
  40. Accounting Research Manager: Job Description & Average Salary

    Learn about the average salary of an accounting research manager as well as the necessary skills, experience and education, ...
  41. Sometimes It Pays to Borrow from Your 401(k)

    401(k) loans have been demonized, but they're often the most beneficial source of cash.
  42. Common Interview Questions for e-Marketing Specialists

    Identify the questions most likely to be asked in e-marketing specialist interviews, and learn the best responses to set ...
  43. Data Integrity Analyst: Job Description & Average Salary

    Learn about the average salary of a data integrity analyst and the required skills, education and previous experience needed ...
  44. The Best Strategies to Maximize Your 401(k)

    Use these tips to watch your retirement nest egg grow from quarter to quarter.
  45. UPS Vs. FedEx: Comparing Business Models and Strategies

    Investigate the different business models and strategies for UPS and FedEx, two companies that seemingly compete for the ...
  46. Common Interview Questions for Commercial Real Estate Agents

    Identify some of the common questions asked at commercial real estate agent job interviews, and learn how to formulate winning ...
  47. Selling Mutual Funds to Pay Off Your Debt

    Find out what you need to consider when evaluating whether selling investments in mutual funds to pay down personal debt ...
  48. Internal Auditor: Career Path & Qualifications

    Find out what kind of work internal auditors do in large organizations, and learn more about how to get started working in ...
  49. If You Had Invested Right After Gilead's IPO

    Find out the present day value of your investment in Gilead Sciences and the amount of shares you would own if you had invested ...
  50. Are Hybrid Cars Really More Economical?

    Find out if buying a hybrid vehicle is more economical than a fuel-based vehicle. Fewer trips to the gas station sounds nice, ...
  51. Can Jet.com Affect the Costco Model?

    Find out how Jet.com changed its business model to take on competitors such as Costco, Sam's Club and Amazon. Early success ...
  52. A Complete Guide to Tax Loss Harvesting With ETFs

    Using exchange-traded funds (ETFs) to harvest tax losses can be a smart way to maximize your portfolio's tax efficiency. ...
  53. The Court Cases That Have Shaped US Sales Tax Law: How They Apply Today

    Explore two Supreme Court cases that established legal precedent for the treatment and apportionment of sales taxes at the ...
  54. 4 Roth IRAs with the Lowest Expense Ratios (SCHB, VTI)

    Discover why funds with low expense ratios are important for retirement portfolios, and find out about some of the lowest ...
  55. The Most Important Factors that Affect Mortgage Rates

    Discover what the most important factors are that affect mortgage interest rates. Factors range from inflation and economic ...
  56. Common Interview Questions for Bank Tellers

    Discover some of the most common questions asked of applicants for bank teller positions and the best answers with which ...
  57. What Your 401(k) Can Look Like in the Next 20 Years

    Discover how time and compounded growth of earnings can help even a modest 401(k) plan balance grow to a significant sum ...
  58. 5 Tax Moves To Make Before Year End

    Taxes aren't avoidable, but you shouldn't pay more than your fair share. Here are five moves you can make at year's end to ...
  59. How to Take Maternity Leave as a Freelancer

    Freelancers are not covered under the Family and Medical Leave Act, but maternity leave is still doable with these tips. ...
  60. Roth 401(k), 403(b): Which Is Right for You?

    Learn how to decide between a traditional or Roth version of the 401(k), 403(b) or 457(b) retirement plans to help you build ...
  61. What Is the Labor Market Conditions Index?

    The Labor Market Conditions Index is a new Fed indicator to track labor statistics. How useful is it?
  62. Understanding the Income Statement

    The best way to analyze a company—and figure out if it's worth investing in—is to know how to dissect its income statement. ...
  63. Will J.C. Penney Come Back in 2016? (JCP)

    J.C. Penney is without a doubt turning itself around, but that doesn't guarantee the stock will respond immediately.
  64. Should Investors Take a BITE Out of This New ETF?

    ETF BITE offers a full menu of restaurants. Is now the right time to invest?
  65. Going Back to Ecuador to Retire: A How-to Guide

    Spending your retirement years in Ecuador can be an affordable and attractive proposition, provided you know the country's ...
  66. Project Manager: Career Path & Qualifications

    Learn more about what project managers job, the qualifications necessary for the position and the most common careers for ...
  67. Common Interview Questions for Financial Auditors

    Identify questions commonly asked at financial auditor job interviews, and learn to formulate winning responses that give ...
  68. How To Hire and Retain An Overqualified Candidate

    Understand how to hire and retain overqualified candidates by proactively seeking them out, discerning their motivations ...
  69. Is the New myRA Plan Right for You?

    The new myRA accounts seem to deliver on their promise of being “simple, safe and affordable.” Just be prepared for paltry ...
  70. Are Kelley Blue Book Values Accurate and Reliable?

    It’s the most popular used-car buying guide. Here’s a look at just how trustworthy it is – plus a comparison with the competition.
  71. 5 Reasons to Start a Business After You Retire

    It can be beneficial in any number of ways: mentally, occupationally and even financially.
  72. A Look At Britney Spears' Net Worth and Her Conservatorship

    Discover how Britney Spears' net worth plunged in 2007 and has since been growing under the management and direction of her ...
  73. Is Dunkin' a Good Bet for the Long-Term? (DNKN)

    Should investors bet on Dunkin' Brands for its long-term potential?
  74. Retired? 7 Tips for Cutting Taxes Before 2015 Ends

    As 2015 nears its end, here are some financial moves retirees can make before December 31 that can help to lower your tax ...
  75. Common Interview Questions for Fixed Income Traders

    Discover a list of potential questions and answers commonly asked in job interviews for a candidate applying for a position ...
  76. Should I Use My IRA to Pay Off My Credit Cards?

    Cashing in an IRA to deal with outstanding credit card balances may not be the best way, but sometimes it's the best available ...
  77. The Top 5 Women-Owned Businesses in Denver

    Take a look at some of the most successful women-led companies in the Denver metro area, and learn why Denver is a great ...
  78. Fee-Only Financial Advisors: What You Need To Know

    Are you considering hiring a fee-only financial advisor or one who is compensated via commissions? Read this first.
  79. Becoming an Advisor: Why You Should Shadow a Pro

    Meeting with financial advisors and following them during a workday will help you to know if it’s worth the time and effort ...
  80. Paying for College: Top Ways to Budget and Save

    Saving for your kids' college education can be complex and expensive. Here are some popular vehicles that help perpetuate ...
  81. Why Facebook Will Never Charge User Fees (FB)

    Understand why Facebook is unlikely to ever charge users; the site's business model of leveraging free users to charge advertisers ...
  82. HSAs and FSAs: How to Decide Between Them

    FSAs and HSAs are both excellent ways to help cover a portion of medical costs with pre-tax dollars. Here's how to decide ...
  83. When to Develop a Client Mental Capacity Checklist

    Dementia and Alzheimer’s disease aren't uncommon for elderly clients. Here's how advisors can create a plan for when mental ...
  84. How Much Money Do You Need to Retire at 56?

    Who wouldn't want to retire early and enjoy the good life? The question is, "How much will it cost?" Here's a quick and dirty ...
  85. The Best Strategies to Maximize Your Roth IRA

    If a Roth IRA makes sense for you, here are ways to build the biggest nest egg possible with it.
  86. Is An Ivy League Degree Worth It?

    In 600 B.C. Aesop determined that a bird in the hand was worth two in the bush. Warren Buffett claims that this axiom can ...
  87. Suddenly Pushed into Retirement, How to Handle the Transition

    Adjusting to retirement can be challenging, but when it happens unexpectedly it can be downright difficult. Thankfully there ...
  88. What a Family Tradition Taught Me About Investing

    We share some lessons from friends and family on saving money and planning for retirement.
  89. Two Heads Are Better Than One With Your Finances

    We discuss the advantages of seeking professional help when it comes to managing our retirement account.
  90. Best 3 Online Auto Loan Calculators that Include Tax

    Learn where you can find the best auto loan calculators online that include sales tax, and understand the different features ...
  91. Using Your IRA to Invest in Property

    Explain how to use an IRA account to buy investment property.
  92. Top 3 Cities To Retire To In Cambodia

    Take your pick of a party-party beach town, an architectural wonder in the jungle, or a less touristy town with vestiges ...
  93. How the Social Security Reboot May Affect You

    While there’s still potential for some “tweaking” around your Social Security retirement benefits, I’d like to share some ...
  94. Credit Risk Analyst: Job Description and Average Salary

    Learn what credit risk analysts do every day and how much money they make on average, and identify the skills and education ...
  95. Top 5 Reasons Banks Won't Cash Your Check

    Learn the top reasons that a bank won't cash your check, and find out what steps you can take to prevent those scenarios ...
  96. How Life Insurance Works in a Divorce

    Learn the implications of life insurance in a divorce situation, and identify the steps you should take to ensure your policies ...
  97. 5 Things to Do Before Submitting a Loan Request for Your Startup

    Learn the five key steps to securing a small business startup loan, what documents to present, what personal finance items ...
  98. Putting Your CFA Level I on Your Resume

    Learn techniques for emphasizing your CFA Level I status in the Skills and Certifications or Professional Development section ...
  99. 4 Books Every Retiree Should Read

    Learn more about the current financial situations retirees are facing and discover four books that every prospective and ...
  100. Are Fees Depleting Your Retirement Savings?  

    Each retirement account will have a fee associated with it. The key is to lower these fees as much as possible to maximize ...
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