Personal Finance Articles

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  1. How to Help Clients Harvest Tax Losses by Year End

    Here's how to help clients employ tax-loss harvesting to reduce their taxes before year end.
  2. 'Tis the Season to Donate Your Way to Lower Taxes

    Holiday season is the traditional time to donate to charity. Here are some ways to help maximize tax relief from charitable ...
  3. How Obamacare Can Be Repealed

    There are several ways that the Republican-led Congress and the next president can repeal Obamacare. Here's a look at possible ...
  4. 2017 COLA Adjustments: An Overview

    These are the key cost of living adjustments you need to know for 2017.
  5. ETF Liquidity: Why It Matters

    Lower levels of liquidity in exchange-traded funds make it harder to trade them profitably.
  6. Tax Issues Transitioning Service Members Should Know

    Transitioning military personnel and their families face significant impacts to their tax situation. Here are nine things ...
  7. Welcome to the New World of Reflation

    In the post-election markets, investors are preparing for the potential for higher growth—and inflation. Learn about the ...
  8. Look Beyond the Election When Reviewing Your Finances

    In a world of lower returns and complicated taxes, organizing our financial future will pay huge dividends in the long run. ...
  9. Best 3 Mortgage Calculator Websites for Canadian Residents

    Here's an overview of the key features of Canadian mortgages, and a few of the best online mortgage calculators for Canadian ...
  10. The Best "Buy to Let" Mortgage Calculator Websites

    Understand the features of a buy-to-let mortgage in the United Kingdom, and discover some of the best buy-to-let mortgage ...
  11. Building An All-ETF Portfolio

    Balance is the key when selecting an all-ETF portfolio that will hedge against market volatility.
  12. Why Advisors Should Take Podcasting Seriously

    Are you podcasting yet? If not, here are five business benefits of starting a podcast that may help to change your mind.
  13. Financial Success and Prosperity Starts Here

    Regardless of how much money you make, this is the key to achieving success and prosperity as you pursue the American Dream.
  14. Parents: Financial Planning Tips for You & Your Kids

    The financial decisions parents make every day become lessons that their children learn and will use in the future.
  15. What to Look for When Looking for Financial Advice

    Good financial advice is timeless and timely; it never goes out of style. Here's how to identify the best type of advice ...
  16. A State of the Union Review of Your Financial Plans

    Every year, the U.S. president does a holistic assessment of the country through a "State of the Union." Here's why your ...
  17. How to Make a Solid Annual Rebalancing Plan

    An annual portfolio rebalancing plan can preserve your original asset allocation and reduce risk while improving overall ...
  18. With Trump, Bond Bubble Is Out, Inflation Is In

    Trump promises to end an era of free trade and central bank hegemony.
  19. New Bank Account? Don't Be Without These 6 Features

    Certain banking features can make managing your finances easier, so it's important to choose carefully when opening a new ...
  20. Is there any way to opt out of paying Social Security?

    Understand more about the purpose of the Social Security system and learn which groups of taxpayers are automatically exempt ...
  21. Retirees Are Falling Short in This One Special Area

    Here's why many of the thousands of people retiring revery day are less prepared for retirement than ever before.
  22. 6 Tips For Renting An Apartment

    Find out what you can do to find a fabulous apartment to fit your budget.
  23. What to Know About the SEC's Third-Party Exam Rule

    The SEC has given a proposal to board members that calls to outsource the advisor exam process to a third party, but the ...
  24. How to Manage 529 Plans for Maximum Financial Aid

    Understand how different types of 529 plans affect financial aid, and you'll increase your possibility of getting funds.
  25. Why Broker-Dealers Disagree on Commissions in Retirement Plans

    Morgan Stanley and Ameriprise plan to continue charging their clients commissions in their retirement accounts despite the ...
  26. The Best Way to Help Your Parents Buy a Home

    If your are thinking of assisting your folks with a home purchase, be sure you understand the financial consequences before ...
  27. 4 Personal Finance Hacks to Save You Money Fast

    Want to stop the drain on your bank account? These money and personal finance hacks will go right to work to save you cash.
  28. Military Families and Life Insurance: What to Know

    Here's an overview of what life insurance should address, with five considerations that should help determine how much coverage ...
  29. Look for These Traits When Choosing an Advisor

    These are the traits to look for when choosing an advisor.
  30. What Would Your Tax Plan Be if You Won $1 Million?

    If you won $1 million, would it make sense tax-wise to take a lump sum or a 20-year pay out?
  31. Small Business Owners: Take Advantage of Networking

    What do we really get out of going to networking events? A lot, actually—if you follow up.
  32. The Flaws in 403(b) Retirement Plans for Teachers

    Here's a look at the many issues with teacher retirement plans, also known as 403(b) plans.
  33. Employee Stock Purchase Plans Come With Certain Risks

    Those who do the following with their employee stock purchase plan put themselves in financial peril.
  34. Getting a Mortgage vs. Paying Cash for Investment Properties

    Is it better to pay for investment property with cash or to take the leveraged approach? We break down the pros and cons ...
  35. How to Help Clients Avoid Late IRA Rollovers

    Here are the things advisors need to consider when advising clients on late IRA rollovers.
  36. What Does an "Unsuitable” Variable Annuity Look Like?

    FINRA recently levied fines on a number of firms because they sold variable annuities that the regulator considered to be ...
  37. How to Get a Personal Finance Education for Free

    Most of us never get a personal finance education. Here are easy ways to learn everything you need to know about how to manage ...
  38. When an Estate-Planning Consultant Makes Sense

    Hiring a certified estate-planning consultant is almost never a bad idea, especially as the cost of a mistake can be years ...
  39. Should You Bite on Dental Insurance?

    Don't pay for a plan that won't cover your pearly whites when you need it to.
  40. Should You Have a Supplemental Retirement Plan?

    A supplemental retirement plan can enhance your ability to set aside money for retirement when you've exhausted other savings ...
  41. Understanding First Mover Advantage

    Someone has to be first into a market. Find out when this can be an advantage for a company (and when it's not).
  42. 7 Useful Travel Tips to Navigate Holiday Horrors

    Make holiday travel a little less crazy this year (and next) by following these tips.
  43. For Wealthy People, Trump's Presidency is Gonna Be 'YUGE'

    Donald Trump's tax plan likely means big tax cuts for the wealthiest Americans.
  44. Why You Need to Update Retirement Account Beneficiaries

    The designation of beneficiaries in retirement accounts takes precedence over a will. Don't forget to keep them updated. ...
  45. Here's Your End of the Year Financial Checklist

    Here’s a checklist for some financial housekeeping that can be addressed now—before you’re up to your neck in gift wrap and ...
  46. How Income Taxes Could Change Under President Trump

    Different tax benefits for families, changes in tax brackets and what could happen to mortgage interest deductions with President ...
  47. Protect Yourself from the Stress of a Job Loss

    Here are three steps to proactively head off the stress of losing a job.
  48. 7 Ways to Teach Your Kids About Money

    There are some universal concepts that we need to begin to embrace with our children. Here are seven of them.
  49. You Should Start Paying Attention to Your Finances Now

    Ignoring your finances altogether will hurt you more than forcing yourself to deal with them routinely. Here are some tips ...
  50. 5 Things You Shouldn't Tell Your Mortgage Broker

    Applying for a mortgage can be a strenuous process. Here are five things to avoid doing when meeting with your mortgage broker. ...
  51. Why Cold Calling Still Works for Advisors

    Cold calling is the second most frequent way financial advisors land new clients. Here's how to reach out to clients in this ...
  52. Impact of Continuing to Work in Retirement

    What if you just kept working instead of retiring when you reach 65 or 66? Here's how to calculate how it would affect your ...
  53. What Trump's Presidency Means for Advisors, Retirement

    How could the Trump Administration's policies impact financial advisors and savers?
  54. How to Prepare for the Stages of a Divorce

    Divorce is about working through a life-transforming and emotional experience while also beginning to paint a new canvas ...
  55. Why the Gold Rally can Continue

    Gold has rallied recently with the return of political uncertainty. But we point to another factor that suggests the gains ...
  56. Online Estate Planning: Is It Right for You?

    Although online estate planning can save you time and money, it’s not the smartest option for everyone. Here are some factors ...
  57. Hillary Clinton Success Story: Net Worth, Education & Top Quotes

    Learn about Hillary Clinton's early life in Chicago, her years in Arkansas with her husband, and her time as first lady, ...
  58. Add It Up: Key Retirement Numbers

    Learn these magic numbers for a comfortable retirement. Here's how one investment manager calculates how much you'll need.
  59. Can You Retire In Italy With $200,000 of Savings?

    The secret: If you want to live in Italy on a budget, you need to live like an Italian, not like an American movie star.
  60. Always Ask How Your Financial Advisor Gets Paid

    These are three ways advisors get paid. Some of them might surprise you.
  61. Benefits: The New Battleground for Talent

    Top companies are starting to look at benefits as the new battleground for talent, but are they looking in the right place?
  62. How Small Businesses Can Hire & Keep Top Employees

    Here is how small business owners can find the right employees, help them succeed and stay engaged at the company.
  63. Why Mortgage Lenders Need Your Tax Return

    Following the collapse of mortgages securities during the Great Recession, the screening process for obtaining a mortgage ...
  64. Avoid These 4 Roth IRA Mistakes in Estate Planning

    Beneficiaries will not be able to maximize their tax savings with a Roth IRA unless it is passed down in a certain manner.
  65. 5 Debt Plan Considerations for Military Families

    Before you sign up for a debt management plan, here are five things to consider.
  66. Here’s How to Find a Lost Pension

    To find a lost pension, you have to figure out who is now responsible for paying it and how to claim your benefits.
  67. Chart of the Week: Taking Stock of Income Stocks

    We see rising interest rates ahead, but this headwind for income equities doesn’t weaken the case for all dividend-paying ...
  68. What Clinton's Presidency Would Mean for Advisors, Retirement

    If Hillary Clinton is elected to the presidency, her tax plans could have a big impact on economic growth and retirement ...
  69. Money Market Rates: Finding the Best Accounts in 2016

    This helpful rate calculator quickly shows you where to find the highest interest rate on a money market account.
  70. 7 Ways to Reduce Healthcare Costs in Retirement

    When it comes to retirement, one of the big, unknown costs can be healthcare. Finding ways to reduce those costs is a necessity ...
  71. Are You Losing Women Clients Because of This Behavior?

    Here's how "mansplaining" might be affecting your practice and how to stop.
  72. 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.
  73. 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 ...
  74. 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 ...
  75. 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 ...
  76. How to Prepare Your Children for Financial Independence

    Here's how to get your recent graduate on the road to financial independence.
  77. 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.
  78. Dollar-Cost Averaging With ETFs

    If you are investing small amounts regularly into an exchange-traded fund, be sure to do it right.
  79. 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.
  80. 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.
  81. 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 ...
  82. 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.
  83. Which Income Class Are You?

    This article identifies the various income classes in America. Find out which class you fall under.
  84. 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 ...
  85. 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 ...
  86. 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 ...
  87. 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 ...
  88. 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 ...
  89. 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 ...
  90. 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 ...
  91. 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.
  92. 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 ...
  93. 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 ...
  94. 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 ...
  95. 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 ...
  96. 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 ...
  97. 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, ...
  98. How to Use a Mortgage Calculator to Save Time and Money

    Calculate your monthly mortgage payment using the Investopedia's free calculator.
  99. 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 ...
  100. The Basics of a 401(k) Retirement Plan

    This plan has become one of the most popular retirement options. Here's why.
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