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Best Online Stock Brokers
Investing

Best Online Stock Brokers

by Chris Muller
|
Updated on December 13, 2021
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8 Min Read
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How to Invest in ETFs
Investing

How to Invest in ETFs

by Jennifer G Gregory
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Updated on December 13, 2021
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5 Min Read
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Long Term Care Insurance Explained
Insurance

Long Term Care Insurance Explained

by Matthew Collister
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Updated on January 13, 2022
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9 Min Read
Read more >

Latest in Retirement

What Is an Inherited IRA?
Retirement

What Is an Inherited IRA?

by Roger Wohlner
An inherited IRA is a way to pass assets in an IRA or retirement plan to your desired beneficiaries. There are a number of rules associated that you should know and understand.
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What Is A Fixed Index Annuity?
Retirement

What Is A Fixed Index Annuity?

by Holly Johnson
With a fixed index annuity, savers get the benefit of principal protection in a down market without having to give up the opportunity for growth.
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Roth IRA Conversion Guide
Retirement

Roth IRA Conversion Guide

by Roger Wohlner
A Roth IRA conversion is a great way to build up retirement assets in a Roth account. Be sure to do your upfront planning before going this route.
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Latest in Insurance

Health Insurance Options for Early Retirees
Insurance

Health Insurance Options for Early Retirees

by Matthew Collister
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Updated on January 13, 2022
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4 Min Read
Planning an early retirement? Make sure those plans include health insurance until you become eligible for Medicare at age 65. Learn about some of your options.
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How to Find a Lost Life Insurance Policy
Insurance

How to Find a Lost Life Insurance Policy

by Matthew Collister
|
Updated on January 13, 2022
|
6 Min Read
Looking for a “lost” life insurance policy? Learn how to find it with a little detective work, and use of some available online resources.
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Long Term Care Insurance Explained
Insurance

Long Term Care Insurance Explained

by Matthew Collister
|
Updated on January 13, 2022
|
9 Min Read
Skilled medical care needed as we age can be very expensive. Fortunately, long term care insurance can help pay for it. Learn about this type of coverage.
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Latest in Taxes

How to Avoid Taxes on Your RMD
Taxes

How to Avoid Taxes on Your RMD

by Roger Wohlner
RMDs are the cost of the tax benefits you get by using a tax-advantaged retirement account to save for retirement. While there is no way to totally avoid taxes on RMDs in one form or another, there are strategies to reduce or defer these taxes that you can consider.
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Gift Tax Guide
Taxes

Gift Tax Guide

by Jen Smith
If you’re looking to leave your estate to heirs either while you’re still around or even if you want to wait until you pass, you’re going to want to familiarise yourself with gift tax.
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10 Most Tax Friendly States to Retire
Taxes

10 Most Tax Friendly States to Retire

by Jennifer G Gregory
When choosing a place to retire, state taxes should be a top consideration and can make a difference in your lifestyle. Find out what states are the most tax friendly for retirees.
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Latest in Personal Finance

How to Consolidate Credit Card Debt
Personal Finance

How to Consolidate Credit Card Debt

by Jason Steele
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Updated on March 13, 2022
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5 Min Read
There are several ways to consolidate your credit debt in order to simplify your finances and allow you to pay off your balances sooner.
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What Happens If You Die Without a Will
Personal Finance

What Happens If You Die Without a Will

by Cynthia Paez Bowman
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Updated on January 13, 2022
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4 Min Read
Dying without a will complicates what your loved ones receive. The process can be drawn out. Here’s what happens if you die without a will and how to avoid it.
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11 of The Best Personal Finance Podcasts
Personal Finance

11 of The Best Personal Finance Podcasts

by Jen Smith
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Updated on November 1, 2021
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7 Min Read
When it comes to personal finance podcasts you have a lot of choices, and big names aren’t always better. Here are 11 of the best shows to help in your search.
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Latest in Mortgages

Mortgage Points: What You Need To Know
Mortgages

Mortgage Points: What You Need To Know

by Holly Johnson
Mortgage points let you pay a flat fee to secure a lower rate on your home loan. Find out how points work and when it makes sense to buy them.
Read more >
What Is a Short Sale In Real Estate?
Mortgages

What Is a Short Sale In Real Estate?

by Holly Johnson
Short sales let people sell their home for less than they owe, and buyers can score a deal as a result. Find out how short sales work and what to watch out for.
Read more >
What Percentage of Income Should Go to a Mortgage?
Mortgages

What Percentage of Income Should Go to a Mortgage?

by Kevin Mercadante
Do you wonder what percentage of income should go to a mortgage? There are definite answers to that question, but plenty of flexibility as well. Find out about both here.
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Latest in Investing

How to Invest in Index Funds
Investing

How to Invest in Index Funds

by Roger Wohlner
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Updated on June 6, 2022
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7 Min Read
Index mutual funds and ETFs track a specific stock or bond market index. These are passive, generally low cost funds that offer a number of advantages.
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How to Reduce or Avoid Capital Gains Taxes
Investing

How to Reduce or Avoid Capital Gains Taxes

by Roger Wohlner
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Updated on January 13, 2022
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7 Min Read
Capital gains arise when an investment is sold for more than its cost basis. Taxes are generally due on capital gains, though there are steps that investors can take to minimize the impact.
Read more >
How To Invest $100K
Investing

How To Invest $100K

by Roger Wohlner
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Updated on March 13, 2022
|
8 Min Read
There are a number of options for investing $100,000. Be sure to look at your overall financial situation in choosing how to best put this money to work.
Read more >
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