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Personal Finance
Find personal finance top news, headlines, and videos from credit cards, mortgages, retirement, savings, taxes, and more from the The Epoch Times
Personal Finance | LATEST STORIES
Estate
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Javier Simon
Is Now the Right Time to Create a Grantor Retained Annuity Trust?
May 08, 2025
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Javier Simon
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13 hours
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Real Estate
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Anne Johnson
What Mortgage Lenders Do and Don’t Want to See on a Bank Statement
Lenders use your bank accounts to determine your liquidity and stability. They want to assure themselves that you can afford the mortgage.
May 07, 2025
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Anne Johnson
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May 07
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Estate
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Tribune News Service
Reasons to Disinherit Someone and How to Do It
There may come a time when you need to update and change the beneficiaries in your will.
May 07, 2025
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Tribune News Service
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May 07
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Estate
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Javier Simon
Protect Your Family’s Financial Legacy From the Tax Man With a Generation-Skipping Trust
A generation-skipping trust allows the transfer of assets to grandchildren or great-grandchildren and shields them from taxes.
May 06, 2025
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Javier Simon
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May 06
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Future Planning
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Due
Wage Growth Outpaces Inflation, but Economic Challenges Remain
As the economy continues to evolve post-pandemic, the relationship between wages and prices will remain a critical indicator of household financial health.
May 06, 2025
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Due
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May 06
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Debt Management
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Anne Johnson
Government Goes After Defaulted Federal Student Loans
According to a Department of Education news release, 42.7 million borrowers owe more than $1.6 trillion in student debt.
May 05, 2025
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Anne Johnson
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May 05
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Stocks
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Tribune News Service
What Is the Buffett Indicator?
May 05, 2025
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Tribune News Service
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May 05
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Future Planning
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Anne Johnson
Living the RV Lifestyle: Should You Do It?
RVing isn’t just for baby boomers; younger adults are also choosing the open roads.
May 03, 2025
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Anne Johnson
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May 03
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Debt Management
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Due
How to Balance Student Loan Repayment With Other Financial Goals
Balancing student loan repayment with other financial goals requires thoughtful planning and disciplined execution.
May 03, 2025
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Due
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May 03
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Real Estate
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Anne Johnson
How Does a Second Home Impact Finances?
Buying a second home can be challenging because of the higher interest rate and larger down payment.
May 02, 2025
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Anne Johnson
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May 02
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Investing
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Tribune News Service
What to Do With Your Tax Refund
May 02, 2025
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Tribune News Service
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May 02
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Real Estate
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Anne Johnson
Is an Assumable Mortgage the Right Financial Move for You?
These increasingly popular mortgages could save you big bucks.
May 01, 2025
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Anne Johnson
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May 01
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Future Planning
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Due
How to Negotiate the Best Terms for Your Auto Loan
Negotiating the best terms for your auto loan is about more than getting a reasonable rate—it’s about protecting your long-term financial health.
May 01, 2025
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Due
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May 01
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Retirement
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Tribune News Service
The Rule of 1,000 Hours in Retirement
Apr 30, 2025
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Tribune News Service
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Apr 30
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Sponsored Content
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Peter Reagan
The Rio Reset and Your Nest Egg: Understanding the Imminent Threat
Apr 30, 2025
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Peter Reagan
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Apr 30
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US News
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Tom Ozimek
Social Security Cuts Overpayment Withholding Rate to 50 Percent Down From 100 Percent
The lower withholding rate follows a brief return to 100 percent withholding introduced weeks earlier.
Apr 29, 2025
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Tom Ozimek
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Apr 29
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Fixed Income
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Due
Cracking the Code: Understanding Social Security and Maximizing Your Benefits
In retirement, Social Security is a crucial piece of the puzzle. Having a thorough understanding of it is essential for making informed decisions.
Apr 29, 2025
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Due
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Apr 29
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Investing
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Tribune News Service
What Is the Rule of 72 and How Can Investors Use It?
The beauty of the Rule of 72 is that it can be calculated by the average 10-year-old.
Apr 28, 2025
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Tribune News Service
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Apr 28
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Policies & Impacts
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Naveen Athrappully
SSA Announces Mobile Access to Physical Social Security Number Cards
People who forget their social security number will have a simple way to quickly view the information online.
Apr 26, 2025
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Naveen Athrappully
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Apr 26
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Australia News
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Celene Ignacio
Young Australians Show Strong Money Sense, Eager to Learn More
NAB banker Claudia Dior mentioned that these findings go against common beliefs about how adolescents handle their finances.
Apr 26, 2025
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Celene Ignacio
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Apr 26
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