Personal Finance Articles

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  1. Advisors: How to Sell Your Practice to a Larger Firm

    Selling any business can be fraught with risks and obstacles and financial advisory firms are no different.
  2. Grow Your Referrals from Pros with These Tips

    Getting referrals from other professionals can be one of the best ways to grow your business. Here are five ways to do it.
  3. Established Wealth Managers with Robo-Advisors

    These established wealth management firms offer robo-advisor platforms or have one in the works.
  4. Toyota Joining the Competition with a New Compact Crossover (TM)

    Learn about the Toyota C-HR, how it was developed from a concept car, its launch at the Geneva Motor Show and how it will ...
  5. All You Need to Know About Tax Havens

    These tax-free zones might sound appealing, but the consequences often aren't.
  6. Why Rollover Your Retirement Assets into an IRA?

    If you're in the workplace now, chances are you'll ask yourself this question eventually: 'Should I rollover to an IRA?' ...
  7. PIMCO and BlackRock See Inflation on Horizon

    PIMCO and BlackRock see inflation on the horizon. If you think they are correct here's how to invest.
  8. Jamie Dimon's Success Story: Net Worth, Education & Top Quotes (C, JPM)

    Learn how Jamie Dimon did not waste time making a mark in the family business by creating one of the most successful financial ...
  9. The Top 10 European Tax Havens

    While the popular stereotype of a tax haven is a Caribbean island, these countries in Europe serve as attractive places for ...
  10. The Fiduciary Rule and IRA Rollover Conflicts

    The pending fiduciary rules proposed by the DOL could put a real crimp in rollovers from 401(k) plans to IRAs.
  11. Tax Haven Vs. Tax Shelters: Is There a Difference?

    Learn about the difference between tax havens and tax shelters, and how both are used to reduce tax liability or avoid paying ...
  12. An Argument for Not Saving Everything for Retirement

    We know that we need to amass a significant nest egg for a leisurely retirement. But what about enjoying our time now?
  13. How to Tell if You're Investing Too Conservatively

    Investing is a balance between growing and preserving your money. It's understandable to want to be conservative, but what ...
  14. Use Life Insurance to Help Those With a Disability

    Why and how to use permanent life insurance to help provide for a family member with a disability or special needs
  15. The Deadline for Catch-Up Contributions: April 18

    Those who want to maximize their retirement plan contributions can still make a prior-year contribution for 2015. Don't miss ...
  16. How to Protect Your Income No Matter What

    What does it mean to insure your income? Here are a variety of ways to do it and some insights into when it might make sense ...
  17. Salesforce's New Advisor-Focused Cloud Offering

    A solid client-advisor relationship is the foundation of reputable advisory firms. Here's a look at how Salesforce.com's ...
  18. How Advisors Can Hire Successfully and Smartly

    The hiring process can be fraught with ups and downs for financial advisor firms. Here are some tools they can use to help ...
  19. Is the 80% Retirement Rule Valid for Clients?

    Is the 80% rule of thumb for retirement spending a reasonable one?
  20. Ford's March Auto Sales Miss Target (F, GM)

    With the fleet business rising eight percentage points year over year, Ford's sales -- despite how attractive they may appear ...
  21. What the Strong Jobs Report Means for Home Depot

    With more jobs are being created, combined with both rising wages and improved housing, means consumers will have more money ...
  22. 7 Reasons to Yank a Mutual Fund from Your 401(k)

    Not all mutual funds are created equal. Here are some practical tips for recognizing – and ditching– low-value mutual funds ...
  23. This Explains $0 Federal Income Tax for Millions

    Understand how the earned income tax credit works and whether it applies to you.
  24. Will Airfares to Cuba Fall by 50%?

    As U.S.–Cuba relations continue to thaw, and U.S. travel restrictions loosen, flying to the island may get both easier and ...
  25. REITs vs. ETFs: Which Are Better for Retirees?

    Real estate investment trusts (REITs) and exchange-traded funds (ETFs) both offer the potential to earn passive income in ...
  26. Financials Sector: Industries Snapshot (WFC, BLK)

    Learn about the industries and stocks that make up the financial sector of the S&P 500 index. The industries include banking, ...
  27. Employee Benefit to Covet: Help with Student Loans

    One of the newer employee benefits, especially helpful to Millennials and Gen Xers, provides for employer paydown on student ...
  28. 5 Ways Priceline is Scaling Up Its Online Dining Business (PCLN)

    Learn how Priceline is scaling up its online dining business. Consider how the company is leveraging all of its online sites ...
  29. Proposed Medicare Drug Rules: Good or Bad for Seniors?

    The federal government is proposing a solution to the rising prescription drug prices that Medicare and seniors who use Medicare ...
  30. How Black Millennials Are Closing the Wealth Gap

    African American Millennials are setting up their future children and grandchildren to succeed. Here's how.
  31. Reverse Mortgages: Right for Clients? Not Often

    Reverse mortgages are a legitimate vehicle for folks age 62 and up to tap into the equity in their homes for other uses. ...
  32. How Pensions, Social Security Differ

    Both pensions and Social Security provide an income stream to retirees, but they differ widely on how they're structured ...
  33. Tax Tips for RMDs on Big 401(k) Balances

    Have a large 401(k) balance? Here are some ways to reduce taxes on required minimum distributions.
  34. Boomers: Top Tips for Shoring Up Your Retirement

    The retirement situation for most Baby Boomers isn't that encouraging. But there are actions they can take to shore up their ...
  35. Where to Find Decent Income Without Indecent Risk

    If you're struggling to derive decent income without indecent risk from your investments, you need to look at these charts. ...
  36. Best Ways to Get Free Credit Scores in 2016

    You've probably seen spammy ads offering the opportunity to check your credit score for "free." Well, not all credit score ...
  37. The 5 Highest Paid Executives in the Materials Sector (DOW, PX)

    Learn who the top-earning executives are in the basic materials sector and which companies are thriving during volatile economic ...
  38. Starbucks Vs. Dunkin' Donuts: Comparing Business Models (SBUX, DNKN)

    Learn about the business models of Starbucks and Dunkin' Donuts. Discover how franchising and growth strategies impact these ...
  39. Technology is Making 401k's More Accessible to All Employees

    Despite the $5.5 trillion invested in retirement and savings plans, many Americans are primed for a lower standard of living ...
  40. UBS Maintains Sell Rating on Tesla (TSLA)

    While having more Tesla's on the road may be a good thing for the environment, what it means for the company's fundamentals ...
  41. 6 Best Last-minute Spring Break Trips

    Spring break is here and if you are looking for a last minute vacation idea, then here are six to consider.
  42. Advisors: Study Reveals Client IRA Rollover Habits

    Recent research shows insights into who uses IRA rollovers at retirement. Here's what's important to new retirees at this ...
  43. More Reasons for Advisors to Be Wary of the SEC

    It looks like the SEC is expanding its oversight regarding RIA compliance in the coming months. Here's why RIAs should expect ...
  44. Making Social Security Work for Client Couples

    What are the best ways to advise client couples when it comes to filing for social security? Here are some strategies.
  45. America's Missing $15 Billion in Corporate Taxes

    The “Starve the IRS” strategy cuts the supply of corporate auditors. Result: Big-money tax cheats go free and ordinary taxpayers ...
  46. Should You Pay All Cash For Your Next Home?

    If you can afford to buy a home for all cash, is that the best way to invest your money? Here are the pros and cons.
  47. 5 Things Debt Collectors Can't Do to You

    You may owe money, but you still have rights. There's a long list of things debt collectors are banned from doing to you. ...
  48. Don't Retire Early - Change Careers Instead

    Many people who long for early retirement simply may have never known what it's like to enjoy going to work every day. A ...
  49. Which Airline Has the Best Wi-Fi?

    Airlines know that flyers expect a wireless connection – but not all offer the same level of connectivity.
  50. Simple Last-Minute Tax Tips

    A little preparation and organization can take the stress out of last-minute tax filing.
  51. Get a 6-Month Tax Extension

    Discover how to get some extra time from the IRS, without paying a hefty penalty for the privilege.
  52. 5 Reasons You Should Have Global Entry

    Have you been considering Global Entry? Here are five reasons why you should go ahead and fill out your application today. ...
  53. Even Worse News About Airbag Recalls: What to Do

    The recall numbers are even higher than previously estimated. How to look up your car – and what to do if you find it on ...
  54. RIAs: How to Find, Foster Your Firm's Successors

    Here is Fidelity’s three-step plan on how to best develop and keep the next generation of advisors and to groom them to take ...
  55. 4 Reasons ETFs Might Be Good for Your 401(k)

    Should you include ETFs in your 401(k)? Perhaps. But there are cautions to observe, particularly if you intend to day trade ...
  56. Best Careers for College Grads in 2016

    College students, new grads and adults looking to retool should check out this list of hot careers.
  57. Retirees: Make More Money as a Peer-to-Peer Lender

    With interest rates keeping traditional investment returns low, peer-to-peer lending offers retirees a chance for higher ...
  58. How Big Is the Underground Economy in America?

    While the U.S. has a relatively small underground economy compared to the OECD average, since the global financial crisis ...
  59. 5 Steps to Getting Started in Investing

    “How do I start investing?” It’s a complex question and there's a lot to consider. Here's how to lay a foundation for success.
  60. A Key Tip for Making Your Nest Egg Last Longer

    Retirees who don't want to deplete their nest eggs during a bear market should make sure to do the following.
  61. How Advisors Can Get the Best Price for Their Firm

    Selling your financial advisory practice is one of the most important transactions you will complete. Here's how to be sure ...
  62. 7 Top IRA Strategies for Your Clients

    With IRA season in full swing, advisors should consider these seven strategies for clients.
  63. What It Takes to Be Confident About Retiring

    Six out of 10 Americans have at least some confidence in their ability to have a comfortable retirement. Do this to join ...
  64. 3 Tax Things to Consider for Your Investment Portfolio

    If you are getting frenetic with the tax season and haven't seen the connection between taxes and investments, here are three ...
  65. Longevity Annuities: A Salve for Volatility?

    Recent market volatility has led some investors to take a second look at longevity annuities. Here's when they are a good ...
  66. 5 Reasons to Pay Attention to UnitedHealth's Financials (UNH)

    Find out why you should care about the financial statements for UnitedHealth Group, the nation's leading health carrier, ...
  67. Netflix Caps Video Streams on AT&T, Verizon Customers (NFLX, T)

    Netflix wanted to “protect consumers from exceeding mobile data caps,” which it says may discourage future viewing.
  68. The Future of Video: Viacom, Time Warner, and Disney (NFLX, VIAB)

    Learn how Viacom, Time Warner and Disney, three giants of the TV industry, are trying to keep up with the evolution of TV ...
  69. Top 5 Companies Owned by American Express (JBLU, FLWS)

    Read about the most important subsidiaries of American Express Company, including two banks, an insurance company and a fraud ...
  70. Top 4 Companies Owned by JPMorgan (JPM)

    Read about JPMorgan Chase & Company's main operating subsidiaries, including its retail and investment banking operations ...
  71. Pros & Cons of Managing Your 401(k) Yourself

    The decision to manage your 401(k) investments should not be made lightly. These pros and cons will help you determine if ...
  72. How the Affordable Care Act Affects UnitedHealth's Profits (UNH)

    Find out why the public exchanges in the Affordable Care Act, otherwise known as Obamacare, cost America's largest insurance ...
  73. 10 Most Successful Products from Shark Tank

    With seven seasons, 7.5 million viewers, some studs and a whole lot of duds, we take a look at the 10 most successful products ...
  74. More Banks Offer Free (Actual) FICO Scores

    Lenders overwhelmingly use the FICO credit score when it comes to determining creditworthiness. And thanks to a new initiative, ...
  75. Audi Debuts 540hp R8 Spyder for 2017

    Audi introduces the 540hp R8 Spyder, the open-top companion to its current R8 coupe.
  76. 5 Ways to Create a Bidding War This Spring

    Sellers hoping to get multiple bids need more than a great location. It's going to require the right priced home and lots ...
  77. When Is a Chartered Jet Cheaper Than Business Class?

    A number of firms now market private jets as an affordable – and convenient – alternative to commercial flights. Show this ...
  78. Where to (and Not) Invest Based on Consumer Trends

    It's a volatile market, but picking winners and losers can be easier if you pay attention to consumer trends.
  79. 7 Issues to Consider When Determining Life Insurance Coverage

    Seven issues to consider when buying life insurance to ensure the coverage is tailored to meet your personal financial situation. ...
  80. Do This If Health Insurance Doesn’t Cover Your Bills

    Health insurance doesn't pay enough to help the millions of consumers who are drowning in medical debt. Are there any other ...
  81. Life Insurance With an Increasing Death Benefit

    Why buy a life insurance policy with an increasing rather than level death benefit
  82. How Is the Bank of Japan Monetizing Government Debt?

    With its massive QE program and more recent adoption of negative interest rates, it looks like the BOJ is monetizing the ...
  83. 5 Essential Financial Tips for Breadwinning Moms

    Women as households' primary breadwinners are on the rise, but it hasn't been an easy fight or transition. Here are five ...
  84. Advisors: Tips for When to Employ Living Trusts

    Revocable living trusts accomplish estate planning objectives that aren't possible with a will. Here are some of the cases ...
  85. Tax Breaks for People Over 50

    If you’re over 50 you have some tax advantages that your younger counterparts do not. Don’t submit your taxes without first ...
  86. Diamond in the Rough? U.S. Franchises in 2016 (MCD, DNKN)

    Learn about U.S. franchise growth and direction for 2016 and how changes in wage standards and consumer preferences may endanger ...
  87. The 5 Highest Paid Executives in the Consumers Sectors (LBTYA, CBS)

    Discover who the highest-paid executives in the consumer sectors are and how they reached their positions of power and influence.
  88. Why Credit Karma is Free & How it Makes Money

    Credit scores originally were built for lenders, but Credit Karma makes the system work for consumers, too – and makes money ...
  89. Is Medicare Available to Anyone Besides Retirees ?

    People think you need to be 65 before you're eligible for Medicare. But you might be eligible before then. Here's who can ...
  90. Retirement Downsizing Tips (Not Your Home)

    Worried about your budget but still want to keep your house after you retire? Check out these alternative downsizing ideas.
  91. Surprising Way to Save on Two or More Airline Tickets

    A quirk in the reservations system can make you pay extra if you don't use this special technique for buying multiple tickets ...
  92. AARP Expects Massive Caregiver Shortage by 2020

    The AARP predicts that by the year 2020 there will be a big shortage in the number of caregivers available to help the elderly. ...
  93. What Women Need to Know About Social Security

    Advisors can help female clients properly plan for claiming Social Security and take full advantage of the benefits. Here ...
  94. Money Market Funds: Still the Best Choice?

    A number of plan sponsors are facing lawsuits filed by participants centering around the low returns of money market funds. ...
  95. How Would Forced Retirement Saving Work?

    The nation needs an overhaul when it comes to better planning for retirement. Here are some proposed solutions.
  96. Tips for Tax-Efficient Retirement Plan Withdrawals

    Here's how advisors can help increase tax efficiency for clients who are withdrawing assets from retirement accounts.
  97. Starbucks Expands Rewards Program Beyond Stores (SBUX, V)

    Investors are likely hoping its new rewards program can be rewarding in the long term.
  98. How Much Will Healthcare Cost After You Retire?

    The price tag may shock you, which is why you should do some pre-retirement calculations. The fact is, Medicare is not going ...
  99. At Harvard, Expect High Tuition But Generous Aid

    Harvard University might have one of the country’s highest tuition rates, but many students pay far less thanks to a strong ...
  100. MBA or CFA: Which Is Better for a Career in Finance?

    Potential financial advisors, analysts or asset managers have many credentials and degrees from which to choose. Here's a ...
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