Personal Finance Articles

  1. 2016’s Three Most Expensive U.S. Retirement Cities

    Think twice before you decide to retire to New York, Honolulu or San Francisco. Talking to a financial planner can help you ...
  2. Why Healthcare Planning is Vital to Retirement

    Retirement planning is also about healthcare planning. Here's how to factor it all in.
  3. Using Insurance in a Business Succession Plan

    How to use life and disability insurance to help fund a business succession or buyout plan.
  4. 3 Popular Consumers Stocks in 2015 (AMZN, SBUX)

    Find out what makes Amazon, Starbucks and The Home Depot three popular consumer stocks in 2015 and how they may remain so ...
  5. 3 Ways Retirees Can Generate Income From Investments

    Retirement can last a long time, which means people not only have to save for retirement but see it generate income. Thankfully ...
  6. Long-Term Care: How Technology Can Defray the Cost

    The chances of needing long-term care are high which means an added and costly expense. Thankfully technology can play a ...
  7. How to Lower Refinance Closing Costs

    Refinancing a mortgage can save you money but it isn't free. There are closing costs associated with a refinance and how ...
  8. The Top 5 Dividend Paying Retail Stocks for 2016 (M, GPS)

    Learn about five retail merchants that have dividends policies with attractive dividend yields after a sell-off of stocks ...
  9. The Top 5 Retail Stocks for 2016 (AMZN, EXPR)

    Discover the top five retail stocks for 2016, including two big household names and one small-cap apparel stock currently ...
  10. The 3 Best Online Shopping Cart Software Programs for Your Business

    Learn about several of the best and easiest software options available to add an online shopping cart to an existing business ...
  11. Traveling to Los Angeles on a Budget

    Understand why you do not have to break your budget to vacation in Los Angeles, despite the city's reputation as a playground ...
  12. Procter & Gamble's 3 Key Financial Ratios (PG)

    Understand how sales growth has become a bigger challenge for Procter & Gamble and what impact it has on the company's profitability ...
  13. Can I Afford a House in 2016?

    Start the homebuying process in 2016 before mortgage rates increase. More sellers are expected to list their homes, resulting ...
  14. Are the Retail ETFs XRT and RTH a Good Buy Now?

    These two ETFs offer diversification in the retail sector. But are they a good buy right now?
  15. How Veterans Can Pick the Right Financial Advisor

    Veterans who are looking for a financial advisor need to ask these questions.
  16. 3 Economic Challenges Italy Faces in 2016

    Learn how Italy's economic problems are ingrained and systemic. Unless Italy implements drastic economic fixes, 2016 will ...
  17. Top 5 Fidelity Funds for Retirement Diversification in 2016

    Learn how five top funds from Fidelity can be allocated to create a diversified retirement portfolio for generating lifetime ...
  18. Is Alcatel-Lucent Stock Suitable for Your IRA or Roth IRA? (ALU)

    Learn about whether Alcatel-Lucent is better as a retirement investment in a traditional IRA or a Roth IRA. Find out about ...
  19. How Much Car Insurance Do I Need?

    Find out to determine how much car insurance you actually need with this overview of the different types of coverage available ...
  20. The 3 Best Social Security Calculators For 2016

    Find out how to analyze your Social Security benefits under different retirement scenarios using multifunctional online Social ...
  21. APR and APY: Why Your Bank Hopes You Can't Tell The Difference

    Banks use these rates to entice borrowers and investors. Find out what you're really getting.
  22. How WhatsApp Makes Money

    In short, WhatsApp makes money just $1 at a time.
  23. Why Entrepreneurs Are Important for the Economy

    This article discusses the importance of entrepreneurs and their important value-add to the economy of a state.
  24. 3 Best Mortgage Calculator Websites for UK Residents

    Identify the features offered by good U.K. mortgage calculators, and learn where you can find some of the best calculators ...
  25. 4 Reasons Estate Planning Is So Important

    Estate planning isn't fun, but without it, there can be devastating consequences.
  26. The Koch Brothers: America's 2nd Wealthiest Family

    An overview of the history of Koch Industries, America's second-largest privately owned company, and how it made the Koch ...
  27. Top Investment Banks in the Sports Industry

    Find out why the top investment banks in the sports industry tend to be smaller niche players and are prepared to battle ...
  28. 3 Mutual Funds That Are Top Bets for Retirement in 2016

    Find out which three mutual funds offer the best combination of consistent performance and low cost for your retirement income ...
  29. Top 3 T. Rowe Funds for Retirement Diversification in 2016

    Find out which T. Rowe Price funds to use to create a diversified retirement income portfolio for current income, income ...
  30. 4 Degrees Most Oil Companies Are Looking For

    Find out which four degrees oil companies want to see on the resumes of new hires, and find out why the industry still pursues ...
  31. Worst Hyperinflations in History

    Here are the three worst episodes of hyperinflation in history. Each makes Venezuela's current inflation crisis seem modest ...
  32. Can Going to the Gym Lower My Insurance Premiums?

    Find out whether a gym membership and living a healthier lifestyle can lead to lower insurance premiums or other financial ...
  33. The 401(k) Plans That Vanguard Offers

    Find out what you need to know about Vanguard's 401(k) plan offerings to large and small businesses and what makes them so ...
  34. Why Own Life Insurance in a Qualified Retirement Plan?

    What are the pros and cons of owning cash value life insurance in a qualified retirement plan?
  35. 401(k) Contribution Limits in 2016

    Find out what the contribution limits are for 401(k) retirement savings plans in 2016, including individual, employer and ...
  36. VCIT: Vanguard Intermediate-Term Corp Bd ETF

    Learn about the Vanguard Intermediate-Term Corporate Bond ETF, and explore detailed analysis of the fund's characteristics, ...
  37. Top 5 Ways Advisors Can Appeal to Women

    Female clients present an enormous potential market for advisors. Here are some ways advisors can make their practice more ...
  38. Top Tips for Retaining Widowed Clients

    These tips should help keep your widowed clients safely in your book of business for years to come.
  39. The Top 5 Retirement Income Equity Mutual Funds for 2016

    Find out the top five retirement income-equity mutual funds for generating solid total returns for your retirement-income ...
  40. Top 4 Dodge & Cox Funds for Retirement Diversification in 2016

    Find out the four Dodge & Cox mutual funds to use to create a well-diversified retirement income portfolio and learn why ...
  41. HSA Contribution Limits in 2016

    Find out the 2016 contribution and out-of-pocket limits for health savings accounts and why HSAs are still viable options ...
  42. When Will Interest Rates Rise?

    Find out if -- and why -- the Federal Reserve will keep raising interest rates and what that might mean for savers, investors ...
  43. The Top 5 Financials Stocks for 2016 (JPM, BAC)

    Explore detailed analyses of the top five financials stocks to consider in 2016, and learn why they are poised to rise with ...
  44. Top 10 Investopedia Personal Finance Stories of 2015

    Every year is the year to start saving money, and 2015 was no different.
  45. How Safe Is Traveling in Europe?

    Here, some factors to consider as you make your travel plans this year.
  46. Find the Top Retirement Cities in Puerto Rico

    From sprawling urban San Juan to seaside and mountain towns, Puerto Rico is dotted with communities that retirees might want ...
  47. Becoming An Insurance Agent

    Few careers match the opportunity for as quick and large a paycheck as does being a life insurance agent.
  48. How Robert Duggan Became a Billionaire

    An overview of how Robert Duggan became the world's wealthiest Scientologist.
  49. The Power of Major Credit Rating Agencies

    The performance of major independent credit rating agencies is a controversial topic, particularly due to the strength of ...
  50. Lose 10 Pounds Of Overspending

    Bad spending habits are not always obvious. What could you be doing to ensure that your money's going where it should?
  51. How to Convince Millennials They Need an Advisor

    Advisors who stay on the cutting edge of technology can capitalize on millennials' habits and establish vital relationships ...
  52. Why Not to Despair Over Retirement Budgeting

    Recent research shows people spend much less money in retirement than they do during their working lives. Here's why.
  53. Iconic Restaurants and Top 10 Economies: The Top INV Stories of 2015

    What were you reading in 2015?
  54. PGX: PowerShares Preferred ETF

    Read an in-depth analysis of the PowerShares Preferred ETF, a preferred share-based ETF that focuses on generating investor ...
  55. XLV: Health Care Select Sector SPDR ETF

    Learn about the Health Care Select Sector SPDR Fund including its performance, current holdings, recent performance and the ...
  56. This is the Biggest Threat to Financial Advisors

    Baby Boomers are retiring at a steady clip, and the more of them that retire, the less business advisors serving them have. ...
  57. How to Rake in Customers with Social Media

    Think your company doesn't stand to gain anything from social media? Think again. Here are some tips on how to best to reach ...
  58. Why Advisors Should Team Up

    More than half of all practicing financial advisors now work in teams, says a recent study. Here's why.
  59. A Guide to Grantor Retained Annuity Trusts

    An in depth look at Grantor Retained Annuity Trusts, how they work and who they are best suited for.
  60. How Pro Athletes Can Choose the Right Advisor

    When it comes to finances, professional athletes can be vulnerable. Here's what they need to look for in a financial advisor. ...
  61. A Review of Vanguard Target Retirement Funds

    Gain insight into the Vanguard Target Retirement Funds with a look at the fund composition, fees and what to consider in ...
  62. Dish Network's 3 Key Financial Ratios (DISH)

    Understand why some key financial ratios for Dish Network are universally worse than its peers' and the industry average ...
  63. IHI: iShares US Medical Devices ETF

    Learn about the iShares U.S. Medical Devices exchange-traded fund, its characteristics, suitability and recommendations for ...
  64. Do You Have What It Takes to Sell Your Home?

    Selling your home on your own can save you money. But you'll need market knowledge, marketing skills and the drive to successfully ...
  65. How FanDuel and DraftKings Work

    DraftKings and FanDuel lead the daily fantasy sports industry, supported primarily by advertising, entry fees, media companies ...
  66. Hipmunk Plans to Outperform Hotel and Flight Competitors

    Hipmunk's easy-to-use, comprehensive search platform appeals to a tech-savvy generation looking for personalized advice and ...
  67. 7 Popular Marketing Techniques For Small Businesses

    This guide will help you get the word out about your small business.
  68. The World's Top 10 Retailers (WMT, COST)

    Read about some of the top retail companies in the world, and learn a little about the products they sell and the markets ...
  69. 10 Tips for Avoiding a Tax Audit

    To help you avoid a tax audit this year make sure you stay away from these ten red flags.
  70. 3 Top Tips on How to Be Truly Client-Centered

    Financial advisors can stand out from the competition by following these tips to run a truly client-centered practice.
  71. How GenLink Can Help Advisors Navigate Generations

    A new tool aims to help advisors bridge the generational gap.
  72. How Doctors Can Find the Right Financial Advisor

    Doctors looking for a financial advisor can find them using these methods and should ask the right questions.
  73. Estate Planning Tips for Tax-Deferred Investments

    Bequeathing assets in tax-deferred investments can be tricky. Here are some of the pitfalls and how to avoid them.
  74. How to Handle Annoying and Needy Clients

    Few things cause more headaches for financial advisors than excessively needy or annoying clients. Here’s what you need to ...
  75. The 6 Best Dental Plans with No Waiting Periods

    Many dental plans don't offer immediate coverage. How to find one that does.
  76. Top Unsecured Credit Cards to Build Your Credit

    Conventional wisdom advises you to get a credit card that will help you build positive credit. Here are four that can do ...
  77. Pros and Cons of "Small-Home" Care Facilities

    Intimate alternatives to traditional large nursing homes are gaining popularity. Could one of them be right for you or a ...
  78. New Retirement Plan Limits for 2016

    Here's what the limits look like for 2016, compared to 2015 (the taxes you'll file in April).
  79. How Private Split-dollar Life Insurance Works

    Understand how a private split-dollar life insurance plan can help leverage gifts and reduce estate taxes.
  80. 5 Big M&A deals in 2015 (PFE, AGN)

    Learn how these mergers and acquisitions helped make 2015 a boom year for M&A deals, with the total value of the companies ...
  81. The World's Top 10 Banks (JPM, WFC)

    Learn more about the world's largest banks and how more financial power shifts eastward as China is home to four of the world's ...
  82. 5 Things To Do in Disney Parks on a Budget

    Look at five things that visitors to Disneyland in Anaheim, California can do to stay within a budget without skimping on ...
  83. Equity vs. Debt Investments for Real Estate Crowdfunding

    Equity and debt investments offer two very different paths for investors who are interested in real estate crowdfunding. ...
  84. Top Retirement Planning Tips for New Mothers

    Whether you choose to be a stay-at-home mom or a work-at-home mom, there are retirement savings options for you.
  85. Toyota Stock: A Dividend Analysis (TM)

    Learn about Toyota Motor Corporation, its dividend policy, its historic dividend yield in comparison to the company's competitors ...
  86. The Top 5 Dividend-Paying Semiconductor Stocks for 2016 (CY, LLTC)

    Discover the top 5 dividend-paying semiconductor stocks for 2016, with a summary, growth outlook and expected price target ...
  87. Analyzing Costco's Return on Equity (COST)

    Understand Costco Wholesale Corporation's steadily increasing return on equity, what has driven the increases and how it ...
  88. Which Restaurant Chains Will Outperform in 2016? (MCD, YUM)

    Broad trading ranges in major restaurant chains could yield 2016 trend advances, offering profitable long-side positioning. ...
  89. 3 Popular Healthcare Stocks in 2015 (CVS, AGN)

    Discover the three most popular health care stocks of 2015, including an affordable stock that caught BlackRock Investment ...
  90. Traveling to Hawaii on a Budget

    Learn a number of easy ways to save big on airfare, car rental, lodging, meals and entertainment when vacationing on the ...
  91. 5 Tips to Lower Your Sallie Mae Payments

    Learn the essential tips on how to work with the Sallie Mae Corporation to lower the monthly payments on your private student ...
  92. Beach House Investing: Best Beach Towns in Texas

    Discover the opportunities for investing along one of America's most underappreciated coastlines and which beach towns have ...
  93. 5 Things To Do in Walt Disney World on a Budget

    Discover five free or very affordable things to do in and around Walt Disney World so that you can make the most of your ...
  94. Group Term Life Insurance: What You Need to Know

    Is group term life insurance really a good deal? What you need to know about employer-sponsored group term life insurance ...
  95. Capital Gains Tax 101

    Find out how taxes are applied to your investment returns and how you can reduce your tax burden.
  96. 3 ETFs that are Top Bets for Retirement in 2016 (SCHZ, VYM)

    Look at three ETFs that retirees or near-retirees should consider heading into 2016, and why it's important to consider both ...
  97. How Working Might Hurt Your Retirement Plans

    Research shows that relying on your ability to work well into your retirement — depending on your line of work — may not ...
  98. Is Costco Stock Suitable for Your IRA or Roth IRA? (COST)

    Understand why shares of Costco are better suited for investments in a traditional individual retirement account as opposed ...
  99. How to Dodge Brokers Using Smarmy Sales Tactics

    Many finance professionals use illegal, high-pressure sales tactics to sell bad securities to investors. Here's how to know ...
  100. Sears's 3 Key Financial Ratios (SHLD)

    Understand how negative numbers related to Sears' sales, earnings and shareholders' equity may help explain the company's ...
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