Personal Finance Articles

  1. The Hidden Fees in 401(k)s

    Learn about the conspicuously disclosed fees that lurk within your 401(k) investments.
  2. Common Interview Questions for Portfolio Managers

    Identify some of the common questions asked in portfolio manager job interviews, and learn how to formulate responses that ...
  3. This Is When You Should Pay Car Rental Fees

    Rental firms are fee-happy, so you’ll be pressured into all sorts of extras when you pick up your car. Decide in advance ...
  4. Retirement Tips for Government Workers

    Discover retirement tips for government workers such as what types of funds to choose, different types of plans, and at what ...
  5. 4 Tips for Choosing the Right Name for Your Business

    Discover some advice pertaining to the best ways to name a new business; learn what characteristics the name should include ...
  6. The 4 Best Inflation-Protected Funds To Invest In (SCHP)

    Discover how Treasury inflation-protected securities (TIPS) work, and learn about five funds in this segment that make good ...
  7. Tips for Choosing the Right Location for Your Business

    Discover five good tips concerning factors to carefully consider in the process of choosing the best possible location for ...
  8. Buying a House? 6 Other Costs You Should Factor In

    When purchasing a home, you need to factor in more than just the list price of the home. From closing costs to maintenance, ...
  9. Should You Get a Reverse Mortgage?

    A reverse mortgage allows seniors to take advantage of the equity in their home. But is it a good idea?
  10. Tax Planning: Why You Shouldn't Retire Without It

    Advisors say that maximizing retirement savings through tax planning should be a top priority for clients. Here's some more ...
  11. Top Financial Planning Challenges of Gen X

    Gen Xers have a unique set of financial planning challenges. Here's what they are and how to tackle them.
  12. Is Verizon Stock Suitable for Your IRA or Roth IRA? (VZ)

    Learn about Verizon's balance sheet strength and future growth strategy. Discover why the stock makes an ideal core holding ...
  13. These are John Hancock’s Top Funds for Retirement

    John Hancock's fund lineup is vast, so here's a quick primer on what could be its best funds for your retirement portfolio. ...
  14. Estate Taxes: Who's on the Hook?

    Inheritance taxes can be tricky. Most people have to deal with them at a very inconvenient time. It's better to learn the ...
  15. 5 Ways Advisors Can Top Their Competition

    Advisors operate in a highly competitive industry, but fortunately, building the right professional habits can help them ...
  16. Top 5 Retirement Mistakes and How to Avoid Them

    Retirement planning becomes extra important in the final stretch, with many common mistakes becoming very costly. Here are ...
  17. Why Advisors Need to Step Up Their Game with Gen Y

    Advisors looking to strengthen relationships with young wealthy clients need to step up their game when it comes to interacting ...
  18. Marketing Technology Takes off Due to Funding

    Marketing technology is on fire. According to the latest research, funding for marketing technology neared $3.8 billion in ...
  19. How Much Money Do You Need to Retire in Greece?

    If you've decided that retiring in Greece appeals to you, here are three scenarios for different budgets: modest, average ...
  20. Thermo Fisher Scientific: A Growth Story (TMO)

    TMO has a history of making successful acquisitions to accelerate its growth while achieving strong organic growth. Will ...
  21. Do Wealthy Parents Raise Wealthy Kids?

    Researchers are finding that it’s a lot easier to crack the top tier of income earners if your parents made it there before ...
  22. A Guide to Building a Portfolio with Crowdfunded Investments

    Crowdfunding has moved beyond fundraising for personal projects and it now represents a new frontier for beginning and seasoned ...
  23. 5 Top Charities to Donate to This Holiday Season

    The holiday season is the perfect time to make charitable donations. Here are the top five charities to donate to this season. ...
  24. Does a Shorter Work Week Lead to Greater Productivity?

    While technology has significantly increased labor productivity, institutional changes, such as a shorter work week, could ...
  25. The Key Differences Between ETFs And Mutual Funds

    Given the distinctions between the two kinds of funds, which one is better for you? It depends, so read on.
  26. Career Advice: Accounting Vs. Auditing

    Understand the subtle distinctions between accounting and auditing, and learn what each offers a new graduate in terms of ...
  27. Will Amazon Continue to Reward Investors? (AMZN)

    Amazon is the number one online retailer in the United States. Will its stock continue to appreciate?
  28. Going Back to the Dominican Republic to Retire

    Aiming to return to your roots by taking up residence in the Dominican Republic? Some basic things you should know about ...
  29. How Secure Is Social Security?  

    Social Security is nowhere near bankruptcy. Even if there is no fix in the next 20 years, reduced benefits could be paid ...
  30. Common Interview Questions for Financial Planners

    Understand the kinds of questions often asked in financial planning job interviews, and learn how to answer them in the most ...
  31. Is it Time to Take Your Company to Shark Tank?

    Understand the key factors an entrepreneur should consider when thinking about whether it might be time to try to go to "Shark ...
  32. Career Advice: Financial Analyst Vs. Business Analyst

    Understand the key distinctions between a financial analyst and a business analyst, and learn what each career offers in ...
  33. 5 Little Known Ways to Reduce Small Business Taxes

    Taxes take a big bite out of the income of a small business. Here are 5 little known ways to reduce your small business taxes ...
  34. Trade Name Vs. Trademark: Know the Difference

    Understand the differences between a trade name and a trademark, the different functions they serve and registration considerations ...
  35. Top Tips for Maximizing Charitable Deductions

    Charitable donations can be a great financial planning tool. Here are some ways to make the most of them.
  36. How to Create a Budget With Your Spouse

    Learn how to create a budget with your spouse, whether you're a newlywed or you've been married for decades.
  37. How to Help Clients Navigate Medicare Enrollment

    Here's how financial advisors can be an essential guide in helping clients navigate the murky Medicare sign up waters.
  38. 5 Executives Who Took on the CEO Role at Multiple Companies

    By analyzing these serial entrepreneurs, we see that key characteristics of successful leaders include nonconformity, perseverance ...
  39. What Is a Good 401(k) Match?

    The most common employer match is 50 cents on the dollar of up to 6% of your salary. In most cases you should contribute ...
  40. Returning to the Philippines to Retire

    Aiming to return to your roots by taking up residence in the Philippines? Some basic things you should know about settling ...
  41. Does Target's Online Snafu Mean Opportunity? (TGT)

    A press release issued after Target's site crashed on Cyber Monday includes information that could mean opportunity in unexpected ...
  42. Going Back to China to Retire: A How-to Guide

    If your family comes from China, it may seem natural to think of retiring there, but it could be difficult to do so unless ...
  43. Successful Products Boosted by Viral Videos

    These viral ads helped products fly off the shelves in record time.
  44. Why Working to 70 and Older Makes Financial Sense

    Retiring early is the goal for many, but waiting until 70 has its benefits. Not only will your finances get a boost but so ...
  45. How to Calculate the Value of Annuities

    Here's everything you need to account for when calculating the present and future value of annuities.
  46. Credit Risk Analyst: Career Path & Qualifications

    Learn more about what kind of work credit risk analysts do on a day-to-day basis, and determine whether this career is one ...
  47. Should You Refinance Your Home if You're Over 50?

    Whether you should refinance your mortgage depends on your savings but for people over the age of 50 there are other specific ...
  48. A Closer Look at Starbucks

    Starbucks has had an outstanding run in recent years. But have its shares become too expensive for new shareholders?
  49. Where Are Consumers Spending Their Gas Savings?

    The recent plunge in gas prices is putting extra cash in consumers' pockets.
  50. Funding Your IRA vs. Your Roth IRA, Which First?

    The answer depends on where you are in your career and personal life each year. Here are some scenarios and rules to think ...
  51. 5 Reasons to Quit Corporate & Run a Small Business

    You're in a corporate job but itching to flex your entrepreneurial muscles. Here's why taking over a small business can make ...
  52. Investing Like a Billionaire: How You Can Do It

    Now more than ever, less-wealthy investors have access to products and strategies that were once the domain of the ultra-wealthy.
  53. IRA Taxes: How to Make Sure You Pay Less

    Once you retire, taxation on an IRA can become your biggest enemy. Here are a few steps that can help ease the tax burden.
  54. Keough vs. SEP: Small Business Retirement Plans

    Running your own company can lead to great personal satisfaction, but it can make planning for retirement a huge headache. ...
  55. Buying an Advisory Practice: How to Get it Right

    Before purchasing a financial advisory practice, ensure due diligence is done and you understand the business and culture ...
  56. These Are Amazon's 5 Biggest Bets for Next Year (AMZN)

    Look at Amazon's top five bets for continued growth in 2016, including international markets, hardware, cloud computing and ...
  57. Why Canada's Interest Rates Won't Rise Anytime Soon

    Learn why the Bank of Canada is unlikely to raise interest rates anytime soon despite concerns about a housing market bubble ...
  58. Why Facebook Is Free to Use (FB)

    Learn why Facebook is free to users, and understand how the company makes more money by charging advertisers than it would ...
  59. Do You Qualify for Social Security Disability?

    When it comes to qualifying for Social Security Disability Insurance, you either do or you don’t. Here's how to find out ...
  60. Investment Banker: Career Path & Qualifications

    Learn more about the work of investment bankers, and discover how most professionals got started in the field and progressed ...
  61. Here's How To Care For Your Pet (Financially) After You're Dead

    Find out how to protect and provide for your pet after you pass away.
  62. These Energy Saving Tips Are Like A Holiday Bonus

    You can enjoy the festive season without a jolly increase in your energy costs. We'll show you how.
  63. Top 5 Books For Young Investors

    Reading these respected tomes written by finance legends will help you begin your journey into investing on the right foot. ...
  64. Financial Auditor: Career Path & Qualifications

    Learn more about what it takes to become an internal or external financial auditor, and determine whether the profession ...
  65. 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 ...
  66. 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 ...
  67. Returning to Colombia to Retire

    When retiring abroad in a country where you have a family connection, top considerations include healthcare, double taxation, ...
  68. 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 ...
  69. 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, ...
  70. 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, ...
  71. 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 ...
  72. 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 ...
  73. 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. ...
  74. 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 ...
  75. 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.
  76. 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 ...
  77. 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 ...
  78. 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 ...
  79. 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 ...
  80. Personal Loans: Consider These Alternative Lenders

    Looking for an alternative source of financing for a personal loan? Take a look at these companies.
  81. 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.
  82. 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. ...
  83. 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 ...
  84. 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 ...
  85. 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 ...
  86. Quantitative Analyst: Career Path & Qualifications

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

    Learn about the WeLive concept by office space company WeWork and how the business model may innovate current residential ...
  88. 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 ...
  89. Start Investing With Only $1,000

    Find out what fees and restrictions need to be considered before investing $1,000.
  90. 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 ...
  91. 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 ...
  92. 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 ...
  93. 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 ...
  94. 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 ...
  95. 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, ...
  96. 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 ...
  97. 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.
  98. 5 Reasons to Rethink Retirement Investing

    Wherever you fall on a retirement crisis, consider these 5 reasons to rethink your investing strategy.
  99. 10 Books Every Investor Should Read

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

    Here are the top niche businesses which can be started for less than $1000.
Hot Definitions
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