Personal Finance
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Personal Finance | LATEST STORIES
What You Need to Know Before Making Financial Gifts
Gifting to loved ones is often tax-friendly, but understanding the rules and choosing the right account can make your gift far more effective.
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Roth Conversions: When They Make Sense—and When They Don’t
A Roth conversion can unlock tax-free growth and flexibility in retirement, but the decision hinges on timing, tax brackets, and cash flow.
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Do You Need a Separate Insurance Policy for Valuables?
Homeowners policies have limits on high-value items, so extra coverage is often needed.
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Here’s When You'll Get Your Tax Refund From the IRS
Tax season is underway, with refunds expected to rise this year.
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What Is a Real Estate Pocket Listing, and Should You Consider One?
Selling a home as a pocket listing can protect privacy and avoid price missteps—but often at the cost of competition.
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Is an Irrevocable Life Insurance Trust Right for You?
An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.
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Is Staging Your House Worth the Cost?
Home staging can make your property more appealing, helping it sell faster and for more money.
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8 Tips to Stop Worrying About Running Out of Money in Retirement
Retirement security isn’t about beating the market—it’s about eliminating the fear of running out of money.
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All You Need to Know About the Estate Tax
The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely applies.
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How to Open a $1,000 Trump Account for Your Baby
The program designed to give youngsters an early financial boost will officially begin on July 5, 2026.
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Why Your IRS Tax Refund Could Be Delayed in 2026—and How to Avoid It
New rules tied to the phase-out of paper checks could delay refunds unless taxpayers provide or correct direct deposit details.
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Stigmatized Property May Be Hard to Sell
Some homes carry psychological baggage that can complicate sales, pricing, and legal disclosure requirements.
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Gold Surges Above $5,300 to Record High as Dollar Slides
Analysts have said gold’s surge signals more than a fleeting flight to safety.
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Retirement-Planning Do’s and Don’ts If You’re in Your 50s
As retirement approaches, smart moves in your 50s can strengthen your savings—and missteps can be costly.
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3 Ways to Save Money on Almost Everything
Smart negotiating and savvy tech tools can help you cut everyday costs without sacrificing your lifestyle, even as inflation lingers.
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Does Homeowner’s Insurance Cover Water Damage?
Not all water damage is covered by homeowner’s insurance, and confusing it with flood damage can be a costly mistake.
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Your Money’s Losing Value—But Your Retirement Doesn’t Have To
Smart planning can help your retirement income keep pace with inflation.
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Time’s Up on Some Adjustable-Rate Mortgages
As adjustable-rate mortgages reset, homeowners face higher payments and tough choices.
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The Right Investments for Retirees
Smart income and growth strategies can help your retirement savings last.
|
Is Direct Primary Care Right for You?
With new rules allowing HSA funds to cover membership fees, direct primary care is becoming more accessible in 2026.
|
What You Need to Know Before Making Financial Gifts
Gifting to loved ones is often tax-friendly, but understanding the rules and choosing the right account can make your gift far more effective.
|
Roth Conversions: When They Make Sense—and When They Don’t
A Roth conversion can unlock tax-free growth and flexibility in retirement, but the decision hinges on timing, tax brackets, and cash flow.
|
Do You Need a Separate Insurance Policy for Valuables?
Homeowners policies have limits on high-value items, so extra coverage is often needed.
|
Here’s When You'll Get Your Tax Refund From the IRS
Tax season is underway, with refunds expected to rise this year.
|
What Is a Real Estate Pocket Listing, and Should You Consider One?
Selling a home as a pocket listing can protect privacy and avoid price missteps—but often at the cost of competition.
|
Is an Irrevocable Life Insurance Trust Right for You?
An Irrevocable Life Insurance Trust can reduce estate taxes and protect heirs, but its rigidity and complexity mean it isn’t right for everyone.
|
Is Staging Your House Worth the Cost?
Home staging can make your property more appealing, helping it sell faster and for more money.
|
8 Tips to Stop Worrying About Running Out of Money in Retirement
Retirement security isn’t about beating the market—it’s about eliminating the fear of running out of money.
|
All You Need to Know About the Estate Tax
The ‘death tax’ sounds scary, but high exemptions and smart planning mean it rarely applies.
|
How to Open a $1,000 Trump Account for Your Baby
The program designed to give youngsters an early financial boost will officially begin on July 5, 2026.
|
Why Your IRS Tax Refund Could Be Delayed in 2026—and How to Avoid It
New rules tied to the phase-out of paper checks could delay refunds unless taxpayers provide or correct direct deposit details.
|
Stigmatized Property May Be Hard to Sell
Some homes carry psychological baggage that can complicate sales, pricing, and legal disclosure requirements.
|
Gold Surges Above $5,300 to Record High as Dollar Slides
Analysts have said gold’s surge signals more than a fleeting flight to safety.
|
Retirement-Planning Do’s and Don’ts If You’re in Your 50s
As retirement approaches, smart moves in your 50s can strengthen your savings—and missteps can be costly.
|
3 Ways to Save Money on Almost Everything
Smart negotiating and savvy tech tools can help you cut everyday costs without sacrificing your lifestyle, even as inflation lingers.
|
Does Homeowner’s Insurance Cover Water Damage?
Not all water damage is covered by homeowner’s insurance, and confusing it with flood damage can be a costly mistake.
|
Your Money’s Losing Value—But Your Retirement Doesn’t Have To
Smart planning can help your retirement income keep pace with inflation.
|
Time’s Up on Some Adjustable-Rate Mortgages
As adjustable-rate mortgages reset, homeowners face higher payments and tough choices.
|
The Right Investments for Retirees
Smart income and growth strategies can help your retirement savings last.
|
Is Direct Primary Care Right for You?
With new rules allowing HSA funds to cover membership fees, direct primary care is becoming more accessible in 2026.
|