Personal Finance Articles

  1. How Donor-Advised Funds Can Help Cut Taxes

    There are many ways to reduce taxes, but a donor-advised fund might be one strategy you haven’t considered. Here's why you ...
  2. Top Alternatives Assets for Capital Preservation

    At best, alternative investments can help preserve capital by avoiding correlation with stocks and by beating inflation. ...
  3. How to Financially Prepare for a Hurricane

    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
  4. Can't Afford to Retire? Try Out the 'Unretirement'

    Many of us dream about retiring, but getting there seems to be harder to achieve financially these days. Here are some tips ...
  5. The 4 Best Ways to Cut the Cord

    Happily part ways with your cable box by using a digital antenna, Slingbox, streaming, or a strategic combination of the ...
  6. Udacity & Google Android Nanodegree Program

    Understand the partnership between Google and Udacity and the nanodegree program they developed. Learn how the program helps ...
  7. Whole Foods' Plan to Get More of Your Paycheck (WFM)

    Whole Foods has established a partnership with Mendocino Farms. Here's what potential the deal offers for investors.
  8. Will this Upstart Challenge Whole Foods? (WFM, SFM)

    Here's why investors should consider putting Sprouts Farmers Market on their watch list.
  9. How Nike's Stock (NKE) Continues to 'Just Do It'

    Nike always finds a way to fuel growth. Here is a look at its latest strategy.
  10. How Symphony Plans to Take on Bloomberg

    Bloomberg has dominated the financial information industry since forever. Will Symphony be the company to finally knock Bloomberg ...
  11. How Advisors Can Factor in Their Clients' Health

    Healthcare costs keep rising. Advisors should make sure that clients understand the costs that they may face if they are ...
  12. How to Help Clients Navigate 529 Plans

    Here are some of the best practices Morningstar identified that financial advisors should keep in mind when helping clients ...
  13. Successful Advisory Practices Share These Traits

    Successful financial advisory firms commonly grow their practices in these three ways.
  14. 4 Ways To Shop Safely Online

    Online shopping has become the norm but that doesn't mean it isn't risk free. Don't shop safely and you can become the next ...
  15. Series A, B, C Funding: What It All Means and How It Works

    Series A, B and C funding rounds have nothing to do with the alphabet, rather with the development stage of startups raising ...
  16. The 7 Best States For Property Taxes, and Why

    Understand why some states have high property taxes while others have low property taxes. Learn about the states with the ...
  17. 8 States With Estate Taxes

    Understand the difference between the federal estate tax and state-specific estate taxes. Learn about some of the worst states ...
  18. Taxes in Oregon for Small Business: The Basics

    Learn the tax laws for small businesses in Oregon, and understand the different types of taxes small business owners face ...
  19. 401(k) vs. IRA: Which to Fund When

    Here are some points to remember as you're choosing where to put your retirement savings.
  20. The Highest-Paying Medical Careers

    Discover the highest-paying jobs in the medical field and what it takes to begin a career in one of the world's most secure ...
  21. Costco Gains as Oil Prices Remain Low

    Understand what oil prices are doing to the economy and how Costco is being affected. Learn whether or not Costco is a good ...
  22. How Gordon Ramsay Built His Restaurant Empire

    Gordon Ramsay is already well-known as a successful media personality. But he is also a hardened businessman, who has turned ...
  23. 6 Great Places to Buy a Winter Home in the U.S.

    Whether you're trying to escape the snowy winter or revel in it, here are some choice destinations if you want to purchase ...
  24. Don't Get Ripped Off at the ATM

    As our dependence on automated teller machines rises, so do those nasty little charges for using them. Here are some tips ...
  25. Don't Use Your HSA for Current Medical Expenses

    HSAs let people with high-deductible health plans pay out-of-pocket medical costs with tax-free money. But not using those ...
  26. 5 Reasons Small Business Owners Sell Their Companies

    Selling a business you've built from scratch isn't done lightly. Consider these moments when the opportunity might be right ...
  27. Do You Have Too Much Stock in Your 401(k)?

    Is there an ideal percentage of U.S. stocks for a 401k? Explore the implications of the volatile stock market on your retirement ...
  28. 5 Ways to Create a Bonus Structure for Your Small Business

    Understand what goes into a good small business bonus structure. Learn about how a small business can create a bonus structure ...
  29. Betterment's SmartDeposit Feature Makes Investing Easier

    Betterment has a smart app: SmartDeposit. It makes investing easy because its algorithm does all the figuring, like how much ...
  30. 5 Luxury Cars with Low Resale Value

    Don't buy these cars new – but (if you crave one) they might be more worth buying when they're used. Here's why.
  31. Elizabeth Holmes: How She Became a Self-Made Billionaire

    An overview of the 31-year-old woman who is successfully disrupting the $76 billion laboratory-diagnostic industry.
  32. Small Businesses That Benefit From A Bad Economy (ANIK)

    Here is how these small businesses succeeded during the most recent economic downturn and recovery.
  33. Investing in Collectible Cars: Top Tips and Risks

    Becoming a collector of high-end cars takes a significant investment and not-insignificant carrying costs. Here are some ...
  34. Variable Annuities: The Pros and Cons

    Variable annuities are one of the most complicated financial instruments. Here is an in depth look at their pros and cons.
  35. How Gen X Should Plan for Retirement

    A new study shows that Gen Xers are very different from others when it comes to retirement planning. Here's some insight ...
  36. How Advisors Are Using Social Media

    It doesn't pay to leave social media out of your marketing plan, a new study shows. Here's some insight into how advisors ...
  37. How to Invest in 'The Chipotle of Pizza'

    Americans love pizza. Here's why you should consider adding a slice to your portfolio via Chipotle Mexican Grill.
  38. Qualified Longevity Annuity Contracts Explained

    Qualified longevity annuity contracts are a relatively new retirement savings vehicle. Here's a look at how they work.
  39. No Paycheck Doesn't Necessarily Mean No Income

    If you lose your job, be sure to apply for unemployment benefits. It's not welfare, but an insurance program that you and ...
  40. How Your Startup Can Do Marketing/PR On The Cheap

    Cash-strapped startups often need to stretch their finances. We show how you can engage in inexpensive marketing and PR efforts.
  41. 7 Certifications to Get After You Retire

    Your schedule opens up significantly in retirement. Pursuing any of these seven certifications will keep you busy as you ...
  42. Retire in Ireland with $200,000 of Savings?

    Many retirees going to Ireland find that the slower pace translates into a higher quality of life that's also affordable. ...
  43. Find the 5 Top Places for Retiring in Ireland

    From historic, bustling Dublin to the seaside villages of the coasts, these appealing Irish towns deserve a spot on your ...
  44. Retire in Uruguay with $200,000 of Savings?

    While it's not the cheapest in Latin America, this coastal country can still be more affordable than the U.S.
  45. How to Shift From Saving to Spending in Retirement

    Most people prefer a known monthly payment to the complex decision of investing a lump sum to cover their financial needs ...
  46. 5 Smart Devices That Are Transforming Our Homes

    The automated, voice-controlled home of the future is here! These devices put you in greater control of your own home (and ...
  47. This Is the Year to Start Budgeting

    Whether your issue is credit card debt, student loans (or the fact that Social Security isn't rising next year), it's time ...
  48. How Shark Tank's Robert Herjavec Made His Money

    An overview of how Robert Herjavec became a multimillionaire.
  49. Top 7 Tips For Starting A Catering Business

    Catering may look easy and profitable, but you need to have some background and foresight before starting.
  50. Look Here If You're Buying a Second Home Abroad

    One way to focus your search? Consider what would be an ideal destination for a weekend getaway, an annual vacation or an ...
  51. What Does It Cost to Retire in Ecuador?

    Discover why Ecuador is one of the most senior-citizen-friendly countries in the world, where a retired couple can retire ...
  52. What Retirees Should Know Before Volunteering

    When volunteering involves expenses, did you know they may be tax-deductible? Here's the scoop.
  53. Why Jobs Reports No Longer Predict the Fed

    The Bureau of Labor Statistics’ employment report is thought to be one of the most important signals of major change in forthcoming ...
  54. You Might Retire Late – But Be Ready by 62

    Be realistic about retirement age when you're doing financial planning. Here are some reasons many workers find themselves ...
  55. Best Luxury Retreats for the Ultra-Rich

    For the ultra-rich, budgets seldom factor into vacation conversations. Here are the exclusive destinations where these individuals ...
  56. 10 Places to Travel In Asia That Won’t Break the Bank

    Asia has it all: mountain treks, vibrant cities, pristine beaches and delicious cuisine. Discover the best Asian destinations ...
  57. Linkedin Premium: Is It Worth the Cost?

    Here's a look at the LinkedIn Premium Job Seeker account's features – and what you can get out of them.
  58. 5 Ways the Internet of Things Is Changing Work

    "Smart" devices should not only boost a business' bottom line, but result in more productive, healthier employees, too.
  59. 5 Ways to Retain Good People in a Family Business

    The kids will become boss, not other employees, so how do you keep the good ones around?
  60. 3 Mutual Funds That Hold Wal-Mart Stock (WMT, VTSMX)

    Discover analysis of three mutual funds that are major shareholders of Wal-Mart Stores, Inc., and learn about their characteristics ...
  61. The 5 Best Retirement Communities in Venice, Florida

    Discover why retirees are settling in the Venice/Port Charlotte area of Florida and the top five retirement communities located ...
  62. 2 Ways Toyota and BMW Work Together (TM)

    Discover what the intellectual collaboration between two of the world's leading automakers, Toyota and BMW, means for the ...
  63. How to Strategize for Newly-Single Clients

    The loss of a spouse is a major life change. During this period, advisors have an opportunity to ensure a client's smooth ...
  64. RIAs: How to Keep Your Eye on Long-Term Growth

    For owners of independent RIAs, there's little time to think about anything but daily operations. Here are a few strategies ...
  65. How to Help Clients Plan for the End of Life

    Advisors who can show their clients the real costs of longevity and then provide practical solutions.
  66. Is Best Buy (BBY) a Best Bet Going Forward?

    Best Buy’s stock performance has been impressive as of late. What's the outlook going forward?
  67. How Life Insurance Can Help Reduce Estate Taxes

    Inheritance is a double-edged sword, as leaving money can create estate tax burdens. Opting for a life insurance plan can ...
  68. How to Buy a House With a VA Loan

    Discover the process, requirements and eligibility for securing financing for a home purchase with a Veteran's Administration ...
  69. The Top 5 Etsy Entrepreneurs

    Etsy nurtures unique products, often hand-made. Here are the top five businesses that use Etsy's platform.
  70. The Cities Where the Ultra-Rich Retire in New York

    Discover why wealthy and active adults retire in New York, the cities they favor and key information about each city that ...
  71. This Is Why Your Employer Should Offer a 401(k)

    Understand the unique benefits that come with a small business offering a retirement savings plan such as a 401(k) to current ...
  72. Top 7 Reasons to Not Buy a Timeshare

    Learn the seven most important reasons why a timeshare makes a lousy investment. Understand why you shouldn't consider buying ...
  73. Comparing Long-Term vs. Short-Term Capital Gain Tax Rates

    Learn about the difference between short- and long-term capital gains and how the duration of your investment can impact ...
  74. Effect of Fed Fund Rate Hikes on the Housing Market

    Understand what drives the federal funds rate and why the Fed would increase that rate. Learn about the effect of a rate ...
  75. Use These 5 Apps to Build Your Emergency Fund

    Everyone needs an emergency fund in case of a job loss, injury or other unexpected expense. These apps make it easy to accumulate ...
  76. How to Stop Being Underpaid

    Once you suspect your employer isn't paying you fairly, it's time to make the case for a raise. It takes research and practice, ...
  77. How To Job Hop The Right Way

    Job hopping has become more accepted, but how you do it matters a lot. Staying out jobs for too little and leaving for money ...
  78. Cloud-High iPhone Prices: Impact Of The Cloud Tax (NFLX, AAPL)

    The move by various state revenue departments to impose taxes on cloud-based services will make it more costly for users ...
  79. World's Top 10 Youngest Billionaires

    Understand what has helped result in so many young billionaires in the world. Learn about the 10 youngest billionaires in ...
  80. Taxes in Texas for Small Business: The Basics

    Learn the tax implications for small businesses in Texas, and discover how different types of small businesses, such as LLCs ...
  81. Is Google Stock Suitable for Your IRA or Roth IRA?

    Discover if Google is an appropriate investment for an IRA and whether it is more appropriate for a traditional IRA or a ...
  82. Top 6 Companies Owned by Starbucks (SBUX)

    Read about some of the most important subsidiary companies in the Starbucks family, and learn a little more about how they ...
  83. Is Tesla Stock Suitable for Your IRA or Roth IRA? (TSLA)

    Find out Tesla's suitability for an IRA and whether it is a better investment for a traditional IRA or a Roth IRA; learn ...
  84. What is the Future for Salesforce.com? (CRM)

    Learn about Salesforce and how it has become an industry leader in the cloud-based CRM space. Understand what it has in store ...
  85. Why Procter & Gamble Stock is Finally a 'Buy' (PG)

    Understand what has caused problems for Procter & Gamble over the past few years and what the company is doing about it. ...
  86. How Upstart Capital One Punches Above its Weight (WFC, BAC)

    Once an upstart, Capital One is now a financial powerhouse. Here's how it happened.
  87. Top Tips for Keeping Clients’ Divorces Private

    For the wealthy, divorce can mean negative public fallout if certain details of their private lives come out. Here's how ...
  88. Tips on How RIAs Can Retain Top Talent

    In an industry with a shortage of talent, owners of small RIAs need to consider going above and beyond to retain their best ...
  89. Prudential Financial's Profits Run on this Product

    Expansion into global markets while focussing on tried and true policies at home has helped Prudential Financial grow and ...
  90. Why Roth IRAs May Make Sense for the Wealthy

    A look at how Roth IRAs can reduce the tax bill for even the wealthiest taxpayers.
  91. Top 5 Mistakes All Advisors Should Avoid

    Not all advisors are created equal. Here are five common mistakes made by financial advisors and how they can be avoided.
  92. Top Tips for Young Financial Advisors

    The aging financial advisory business will soon be creating opportunities for young aspiring advisors. Here's how they can ...
  93. 2 Ways Hedge Funds Avoid Paying Taxes

    Learn about two strategies hedge funds use to minimize their tax liabilities. Read why some hedge funds are in the reinsurance ...
  94. How Procter and Gamble Plans to Deliver 15 Billion Liters of Clean Water by 2020 ...

    Learn how Procter & Gamble plans to deliver 15 billion liters of clean drinking water by 2020 through its Children's Safe ...
  95. My Employer Doesn't Offer a 401(k). Should I Care?

    Find out what do if your employer doesn't offer a 401(k) retirement savings plan, including alternative investment options ...
  96. 5 Reasons to Leave Retirement Planning to Your Wife

    Wives live longer than their husbands, so their retirement stakes are higher. Luckily, certain qualities make women especially ...
  97. How to Recover From Identity Theft

    Identity theft isn't going away, and fixing it can take time and money. But doing nothing isn't an option. Rather than become ...
  98. 12 Great Ways to Save Money at the Supermarket

    Use these strategies when shopping for food, and you'll save big bucks on your grocery bill
  99. 10 Surprising Companies That Began as Underdogs

    From fast food to electronics, these success stories give hope to leaders who, despite lacking funds, possess unshakable ...
  100. Top 4 Retirement Cities in Uruguay

    With options from a cosmopolitan capital to a South American St. Tropez, the livin' is easy for expats in this coastal neighbor ...
Hot Definitions
  1. Federal Direct Loan Program

    A program that provides low-interest loans to postsecondary students and their parents. The William D. Ford Federal Direct ...
  2. Cash Flow

    The net amount of cash and cash-equivalents moving into and out of a business. Positive cash flow indicates that a company's ...
  3. PLUS Loan

    A low-cost student loan offered to parents of students currently enrolled in post-secondary education. With a PLUS Loan, ...
  4. Graduate Record Examination - GRE

    A standardized exam used to measure one's aptitude for abstract thinking in the areas of analytical writing, mathematics ...
  5. Graduate Management Admission Test - GMAT

    A standardized test intended to measure a test taker's aptitude in mathematics and the English language. The GMAT is most ...
  6. Magna Cum Laude

    An academic level of distinction used by educational institutions to signify an academic degree which was received "with ...
Trading Center