Personal Finance

  1. How to Help Clients When Their Medicare Policy is Canceled

    Here's how to help clients who receive a letter stating that the Medicare policy they have used until now is being canceled.
  2. The Best Life Insurance for Military Families

    Two of the most common types of life insurance are term and whole life. Here's why the latter isn't a good idea for most ...
  3. Health Savings Accounts: What You Need to Know

    The the popularity of Health Savings Accounts is on the rise. Here's how they work.
  4. How to Keep Life Insurance Costs Down

    Curbing all costs and expenses is a priority for most people and buying life insurance is no different. Here's how to go ...
  5. Hurricane Insurance Deductible Fact Sheet

    If you're a homeowner with property in a high-risk hurricane area, you need to understand the special details of your hurricane ...
  6. How to Financially Prepare for a Hurricane

    Insurance isn't enough: How to ensure that you're ready financially for a natural disaster.
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  1. Retirement Savings: Is Your Home an Investment?

    Does it make sense for those nearing retirement, or who already retired, to pay off their mortgage?
  2. Reverse Mortgages: Has Their Time Arrived?

    The perception of reverse mortgages is changing. They can be an integral part of a carefully crafted retirement plan.
  3. Moody’s Enjoys Strong Quarter, Zacks Says (MCO)

    With a strong presence in credit ratings, Zacks anticipates Moody’s third-quarter performance will surpass initial expectations.
  4. Why You Should Be Wary About Most Student Debt Advice

    Falling victim to bad student debt advice can drain your wallet. Take a look at the most common ploys you want to steer clear ...
  5. Getting A Mortgage When Building Your Own Home

    It's much harder to get a loan when you're building a home, not moving into one. Here's where to look and what to expect.
  6. Credit Report vs. Credit Score: What You Need to Know

    Here's the difference between a credit report and credit score, and which is more important.
  1. Finally, a Shirt That You Won’t Mind Getting Dirty

    Will this technology forever change the activewear industry?
  2. Entrepreneurship Is Declining: How to Turn it Around

    A report from the Center for American Progress finds that the rate of business ownership is falling across the board, but ...
  3. Why Should Advisors Blog? Because Wealthy Investors Read Them

    Advisors who don’t blog are missing out on connecting with current or potential clients, especially high net worth ones. ...
  4. How Advisors Can Use Google Analytics to Improve Their Websites

    Google Analytics is a free tool that advisors can use to monitoring website traffic and improving digital marketing efforts. ...
  5. RBS Responds to Buzzfeed Leak, Denies Wrongdoing (RBS, BCS)

    Royal Bank of Scotland denied accusations it had mistreated small businesses.
  6. 9 Businesses That Thrive In Recession

    Some companies improve their bottom line as many people make more conservative decisions with money during a recession.
  1. BHP Billiton CEO Nasser Rejects Tax-Evasion Claim (BHP, RIO)

    The mining giant last week said it has no plans to pay the hefty fine. On Tuesday, BHP CEO Jac Nasser took it step further.
  2. Do Retirement Accounts Go Through Probate?

    It's tough when retirement accounts have go through probate, tying up those funds after death. Here is how you can prevent ...
  3. Tale of Two Charities: Trump's Helps Trump, the Clintons' Is the Real Deal

    The Clintons have been quite literally a thousand times more charitable than The Donald. And now the Trump Foundation is ...
  4. Art of the 'Steal': How Trump Lost $916M and Avoided Tax

    This is how Donald Trump’s accountants most likely used the tax code to avoid paying income tax for almost two decades.
  5. Clinton Wants 65% Top Estate Tax Rate, Trump Wants Repeal

    As Clinton adopts an estate tax rise advocated by Bernie Sanders, Trump promises to eliminate the "death tax," though exactly ...
  6. U.K. Considers Tough Regs on ‘Tax Avoidance Enablers’

    What might seem like normal tax advice in the U.S. could result in stiff penalties for accountants and financial planners ...
  1. Can Retirees Live in Military Housing?

    If you are retired from the armed forces but still want to live in military housing, you may be in luck.
  2. 15-Year vs. 30-Year Mortgages: A Comparison

    Many buyers default to the 30-year mortgage simply because it's the norm. Before you sign, consider all the arguments for ...
  3. Is House Price or Interest Rate More Important?

    Deciding which factor is more important can make a difference in monthly payments, ability to move and Homowner's Association ...
  4. Jumbo Mortgage Limits: How Much Can You Borrow?

    If you want to buy a home that costs close to half a million or more, you likely need to know what the jumbo mortgage limits ...
  5. Newmont Mining Receives Land Dispute Report (NEM)

    A public independent report finds "no conclusive evidence" against Yanachocha for human rights abuses, but it had "material ...
  6. 5 Important Steps to Take Before You Buy a Home

    If you're looking at home ownership, here are some steps you should consider taking before making the plunge.
  1. How to Make Living Frugally in Retirement Comfortable

    Living frugally in retirement can still be comfortable as long as you plan well and avoid being unduly cheap. It’s all a ...
  2. Holiday Travel: Use These 7 Booking Tips to Save

    Here's how to save money on holiday travel by picking the cheapest flight times and destinations - and taking advantage of ...
  3. How Much Does It Cost to Winterproof Your Home

    In many cases, a small investment now can lead to big savings later down the road. If you want to winterize your home, keep ...
  4. 3 Crucial Tips for Living Within Your Means

    Looking to live within your means? Here are three tips to get you started.
  5. Female Breadwinners: Outsource the Necessities

    How might hiring help for household chores and other pieces of your daily routine reduce stress and increase happiness for ...
  6. Managing Personal Finances: Your Annual Self-Check

    Taking a step back and assessing your personal finances each year can show how well you're doing with saving and what's needed ...
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  1. 5 Ways To Make Your Home Remodels Pay Off

    Here are five ways to make your home renovation worth the money and effort you put into it.
  2. Differences Between Private Foundations And Public Charities

    Here's a look at the differences between these types of charitable organizations.
  3. How To Monetize Your YouTube Channel

    YouTube's Partner Program helps users earn money through their channels. Find out how.
  4. The World's Most Valuable Private Companies

    In spite of the rewards going public can bring, some companies prefer to remain private, and they are very successful in this.
  5. Is Cyber Monday The New Black Friday?

    Cyber Monday is becoming more popular than Black Friday. Here's why.
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