Personal Finance Articles

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  1. Will 30-Somethings Ever Be Able to Retire?

    If you're in your 30s now, you may be wondering when, if ever, you'll be able to retire. Here's what you should consider.
  2. How to Rake In Referrals for Your Advisory Firm

    Referral business constitutes the lifeline of revenue that many financial advisory firms depend on. Here's what you can do ...
  3. Social Security and Medicare: Where Do Clinton and Trump Stand?

    Changes will have to be made (and made soon) to preserve Social Security and Medicare for future generations. So why isn't ...
  4. Why Financial Advisors Love (and Hate) Donald Trump

    Based on personality, tax and economic policies, financial advisors are understandably split on Donald Trump. Here's what ...
  5. How to Prepare Your Children for Financial Independence

    Here's how to get your recent graduate on the road to financial independence.
  6. Small Business Owners: How to Deal With Stress

    As a small business owner, it's important to find ways to deal with your work stress so you can enjoy life's ride.
  7. Dollar-Cost Averaging With ETFs

    If you are investing small amounts regularly into an exchange-traded fund, be sure to do it right.
  8. How to Minimize Estate Taxes via Charitable Giving

    Here are several ways to reduce your taxable estate while providing a gift to a worthwhile cause.
  9. Avoid These 6 FAFSA Errors to Get College Money

    Follow this tip sheet to ensure you don't make these common FAFSA errors and that you get the financial aid your family deserves.
  10. What Are Contactless Cards and Are They Secure?

    Tired of the time it takes to pay with a chip-enabled credit card? Contactless cards are a fast, easy answer, provided you ...
  11. How to Set up a Trust Fund If You're Not Rich

    You don't need to be wealthy to create your own trust fund. Here's why and how to go about it.
  12. Which Income Class Are You?

    This article identifies the various income classes in America. Find out which class you fall under.
  13. 6 Great Retirement Websites and Other Online Tools

    If you’re approaching retirement – or already there – here are six retirement websites packed with helpful information and ...
  14. Is Your Mortgage Robbing Your Retirement?

    If you picked the mortgage with the lowest possible monthly payment, you may be blowing what could be your retirement money ...
  15. 5 Good Ways to Insure Your iPhone

    If you tend to lose things or you're a bit of a klutz, insurance for your iPhone may be a good investment. Here are five ...
  16. 5 Ways Annuities Will Improve Thanks to the Fiduciary Rule

    The DOL's fiduciary rule may actually provide a shot in the arm to annuities, with both consumers and the industry coming ...
  17. Including Social Media Accounts in Estate Planning

    A lot can happen to your social media and email accounts when you pass away. Planning ahead will save loved ones a lot of ...
  18. Hillary Clinton Promises Free College and Higher Wages

    With income inequality on the rise, Hillary Clinton is running on raising the minimum wage, raising middle class wages, and ...
  19. What Inspires Your Wealthy Clients to Give Back

    New research about high net worth philanthropy shows that values drive giving decisions—and that donors plan to keep on giving ...
  20. The Most Important Conversation Before Marriage

    To help avoid financial issues, couples should be talking about money before getting married—for a variety of reasons.
  21. Nudging Kids in the Right Financial Direction

    Worried your kids won't make the right financial decisions? Instead of fighting their independent streak, just give them ...
  22. The Best Investment Strategies for a Low-Yield Environment

    Our current economic environment is challenging, so you need to have the best investment strategies for your situation. A ...
  23. Clinton vs. Trump: What Happens to Your Income Taxes?

    The Clinton and Trump income tax proposals differ, but neither is revolutionary. The distinctions are in the details: tax ...
  24. 4 Tips for Retiring in Puerto Rico

    If beaches are your thing, Puerto Rico is likely on your radar as a retirement destination. Here's what else to know before ...
  25. 11 Social Security Calculators Worth Your Time

    The safest Social Security calculators to use when figuring benefits are on the official website. The best are the ones that ...
  26. What Does it Cost to Retire in Belize?

    Find out how much monthly income you need to retire comfortably in Belize, a subtropical paradise with jungle landscapes, ...
  27. How to Use a Mortgage Calculator to Save Time and Money

    Calculate your monthly mortgage payment using the Investopedia's free calculator.
  28. These 4 Moves Will Get You OK'd for a Bank Loan

    There’s no secret trick to getting approved for a bank loan, but there are some things you can do to put your best foot forward ...
  29. The Basics of a 401(k) Retirement Plan

    This plan has become one of the most popular retirement options. Here's why.
  30. How to Evaluate Financial Advisors Via BrokerCheck

    Many people research restaurants or movies, but few select brokers or financial advisors with much due diligence. Here's ...
  31. The Ultimate List of Painful Financial Mistakes

    Here are 24 preventable tax and investment mistakes that advisors see often; mistakes that can ruin your retirement planning.
  32. How to Attract and Retain Millennial Advisors for Your Practice

    Practices looking to attract and retain Millennial advisors should consider these tips.
  33. Avoid the Downsides of Downsizing in Retirement

    Done right, downsizing can still be a good idea. You can have more money, simplify your life, and reduce home-maintenance ...
  34. Check These 7 Things During Your Open Enrollment Period

    Many employers allow employees to review their benefits during the open enrollment period that starts in the fall. Here's ...
  35. Delaying Taking Social Security: What to Consider

    Ready to cash in on your retirement? Here's how waiting to take Social Security can save you money in taxes and other ways, ...
  36. 4 Tax Strategies You Should Consider Before the Year Ends

    Here are four tax strategies to implement before the end of the year to reduce your chance of having a negative surprise ...
  37. The 5 Best Places to Retire in North Carolina

    Natural beauty, a reasonable cost of living and affordable housing give you ample choice when it comes to the best places ...
  38. Strategies for a Worry-Free Retirement

    Worried about retirement? Here are several strategies to greatly reduce the chance your nest egg will end up depleted.
  39. Best Ways to Grow Your Savings Accounts

    Creating a savings plan is key to building a solid financial foundation. Here's how to do it.
  40. How to Maximize a Health Savings Account

    Health Savings Accounts have many benefits. Here's how to make the most of them.
  41. 5 Ways to Become a Financially Savvy Woman

    Here are five things every woman should do to become financially savvy.
  42. Is the Amazon-UBS Partnership the Future of Advice?

    Is the technology partnership between UBS and Amazon a sign of the future of financial advice?
  43. Pension Payout Options: What You Need To Know

    Here's what needs to be considered if you have the option of either taking a lump sum payout or a monthly benefit from your ...
  44. The Pitfalls of Porter's 5 Forces

    Porter's five forces are a staple of business schools everywhere, but there are some common pitfalls you should watch out ...
  45. Estate-Planning Software: Pros and Cons

    Estate-planning software, while no substitute for a lawyer, can provide education and even be a way to create documents for ...
  46. Including Personal Safety Costs in Your Budget

    What are the costs of keeping yourself and your money safe? Here we try to come up with an estimate.
  47. 529 Plan or Coverdell? How to Choose College Savings Plans

    There are two options when it comes to tax-free college savings plans: a 529 plan or a Coverdell ESA. Here's how they compare. ...
  48. 10 Ways to Deal with Boomerang Kids

    When your adult child becomes a boomerang kid and comes back home to live, you need a plan that preserves your sanity and ...
  49. 4 Books Every Retiree Should Read

    Learn more about the current financial situations retirees are facing and discover four books that every prospective and ...
  50. 6 Reasons Not to Recharacterize Your Roth IRA

    If you're thinking of recharacterizing your Roth IRA into a traditional IRA account, here are six compelling reasons why ...
  51. The Best Strategies to Maximize Your 401(k)

    Use these tips to watch your retirement nest egg grow from quarter to quarter.
  52. Change These 5 Habits & Build Up Your Nest Egg

    Saving for retirement is a long-term goal. See if any of these five easy-to-get-into habits are quietly undermining your ...
  53. How to Help Clients Invest an Inheritance

    Here's how to help clients invest an inheritance to ensure they have a solid retirement nest egg.
  54. Some Good News About U.S. Sovereign Debt

    In our latest BlackRock Sovereign Risk Index rankings, Richard Turnill points out that the U.S. has improved and names some ...
  55. Retirement for Advisors: Transitioning to a Lifestyle Practice

    Advisors who are nearing the end of their careers also need to think about how they would like to transition out of their ...
  56. How to Choose the Right Real Estate Broker

    Buying or selling a home can be the largest financial transactions of your life. Here's how to choose the right real estate ...
  57. Why Investing Doesn't Have to Be Confusing

    As John Oliver explained, many retirement investors are overwhelmed by their plans. But investing doesn't have to be complicated.
  58. 5 Things to Teach Your Kids about Money

    Are you helping or hurting your kids financially? What you teach them about money makes a difference.
  59. 5 Reasons to Convert a Roth To a Traditional IRA

    Here's a quintet of cases when the traditional IRA trumps the Roth version.
  60. DOL Fiduciary Rule: Everything You Need to Know

    The Department of Labor Fiduciary Rule is a new ruling that expands the “investment advice fiduciary” definition under the ...
  61. 6 Things Retirees Should Know About Obamacare

    How will health insurance coverage change when you stop working? Here is a need-to-know short list of factors.
  62. Big Financial Firms Are Betting on Bank Chatbots

    Big financial firms are building chatbot technology into full-service automated assistants that can help customers with almost ...
  63. Why Donald Trump May Never Pay Federal Income Tax Again

    The alleged billionaire, last known to have paid up in 1977, may not have to until 2042 - if then.
  64. Advisors: Tips on Attracting the Best Types of Clients

    There are several steps that financial advisors can take to find the ideal client, and to weed out ones they'd least prefer ...
  65. 5 Year-End Tax Tips You Should Consider

    Here are five things you need to do before December 31 to gain certain tax benefits or avoid penalties.
  66. The Career Benefits of Vocational Training Programs

    These are the benefits of a vocational program, also known as career and technical education.
  67. The 6 Top First Class Airport Lounges in the World

    The perks of first-class travel kick in long before you board your plane. Here, the treats that await in the world's top ...
  68. The 5 Best Places to Retire in Oregon

    The best places to retire in Oregon all have something in common: abundant natural beauty. However, it isn't among the cheaper ...
  69. 7 Steps to Advisor SEO Success

    These seven tips will help optimize search engine optimization, which is crucial to get maximum exposure and help prospects ...
  70. Better for Young Investors: ETFs or Mutual Funds?

    Choosing ETFs versus mutual funds can be a tough decision for young investors. Here are some things to consider for each.
  71. Why Focusing on One Niche Can Hurt Financial Advisors

    Niche marketing can be extremely lucrative, but it also comes with some drawbacks that financial advisors should be aware ...
  72. Do You Know How Your Clients Will Change By 2021?

    Here are some ways that independent financial advisor firms can be prepared to serve the evolving clients of 2021 and beyond.
  73. 403(b)s Among Plans Not Covered by New Fiduciary Rule

    Some retirement plans, including 403(b)s, are not covered by the DOL's new fiduciary rule. Here's what it means.
  74. Advantages And Disadvantages Of ETFs

    You've probably heard that ETFs are better than mutual funds, but you need to consider all aspects before investing.
  75. Buying a New Home? Here Are the Costs You Need to Know

    Here's a look at many of the costs that come with buying a home.
  76. Collectibles as Investments: What to Buy?

    Collectibles can be a viable investment for those who do their homework but investors need to be aware of the potential pitfalls.
  77. Does Your Advisor Let Emotions Impact Investments?

    Many investors fall into the trap of chasing investment returns. Do financial advisors suffer from the same issue?
  78. Save on Retirement's 4 Biggest Expenses

    Here's how to save where you can while you enjoy the fruits of all those years at the office.
  79. 4 Signs the College Tuition Debt Bubble Is Growing

    With the cost of post-secondary education going up and up, it's no wonder that a college tuition debt bubble is building. ...
  80. Are Interest-Bearing Accounts for Checking Better?

    Unless you can maintain a high minimum balance and are willing to earn meager interest, you should steer clear of interest-bearing ...
  81. Credit Repair: How to Improve Your Credit Score

    There is no quick fix for a bad credit score but there are several strategies you can take to improve your credit rating ...
  82. 6 Surprising Facts About Retirement

    With the shift away from pensions, workers are becoming more responsible for their own retirement needs. Unfortunately, many ...
  83. What Is A Cash Flow Statement?

    Learn how the CFS relates to the balance sheet and income statement as a part of a company's financial reports.
  84. How to Calculate the Value of Annuities

    Here's everything you need to account for when calculating the present and future value of annuities.
  85. Three Reasons to Like Emerging Markets Despite Election Noise

    Based on the rhetoric from this election, protectionism is arguably on the rise. While that can harm emerging markets, learn ...
  86. The Birth Of Stock Exchanges

    Learn how British coffeehouses helped give rise to the juggernaut that is the NYSE.
  87. How Safe is Venmo and Why is it Free?

    Venmo is a digital wallet that allows users to send money with ease. Millions use the service, but is it actually safe?
  88. Here’s a Tip: Look to TIPS As a Fixed Income Alternative

    We discuss why investors should consider using TIPS in place of Treasuries in fixed income portfolios.
  89. The Best Ways to Help Aging Parents With Finances

    The time may come when you need to help your parents organize their finances if they become unable to do so, and it is always ...
  90. Starting a Business? Embrace the Discomfort

    There is a fine line between excitement and terror when starting a business. The key to success is finding comfort in the ...
  91. 5 LinkedIn Must-Dos for Financial Advisors

    Social media is key to a digital marketing strategy. To make the most of LinkedIn, advisors should do these five things.
  92. How Much Americans Spend On Halloween

    Americans are due to spend $8.4 B this year on Halloween.
  93. Life Insurance: How Long Does It Take To Get Paid?

    How to file for a life insurance payout – and how long it takes to receive it. Plus, new ways to plan for payments that provide ...
  94. Haunting Wall Street: The Halloween Terminology Of Investing

    Beware of zombies and Jekyll and Hyde companies! Read about the spooky terms circulating Wall Street.
  95. Is a Deferred Retirement Option Plan Right for You?

    Deferred retirement option plans are a lesser-known type of employer-sponsored retirement plan that may prove beneficial ...
  96. Are You Taking Advantage of the College Tuition Tax Credit?

    Parents with a child enrolled in college should check out the college tuition tax credit, a boon that can help defray the ...
  97. 8 Ways to Keep Down the Cost of Senior Care

    The cost of senior care today is off the charts. If you haven’t reached retirement age, what can you do to keep expenditures ...
  98. Advisors: Do You Know What Millennial Clients Want?

    A recent study sheds light on Millennials and what kind of clients they're likely to be.
  99. The Investing Implications of the 2016 Election

    The 2016 U.S. election is unusually consequential. We examine what it could mean for investors.
  100. "The Guy Who Gets Hosed is the Little Guy": Former Senator Simpson

    What will it take to save Medicare and cure Social Security? Robert Reich and Alan Simpson had much to say about both (and ...
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