Browsing: Personal Finance

The IRS is filling gaps, fixing glitches and answering questions about the SECURE Act and SECURE Act 2.0, and about required minimum distributions (RMDs) in general.…

When’s the last time you made a friend? Not just someone you see at work, or someone who is an acquaintance – a real friend. Someone…

If you asked 100 people what the purpose of financial planning is, the reflexive answer of the majority would likely be to have more money. And…

There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. The opportunities are more significant now, as are the potential consequences…

The whole point of retirement is to improve your life—at least, that’s the case for most people. However, many people assume that if they stop working,…

The Consumer Financial Protection Bureau (CFPB) on Wednesday ordered Apple and Goldman Sachs to pay $89 million over mishandled transaction disputes and misrepresentations that impacted hundreds…

Mortgage rates continued their upward trajectory this week, climbing for a month straight while further pushing down demand in the stalled housing market. Freddie Mac’s latest…

Most people at or near retirement age will say they want to remain at home as long as possible. That means not going to a care…

Given recent trends in longevity, there’s a good chance you could be retired for 20 to 30 years, which might mean you’ll be retired for a…

A new push to move credit card users to a digital statement will now come with a penalty for those who don’t want to comply. Credit…