Personal Finance

State Exit Taxes And Other Innovative Way To Tax Former Or Departing Residents

Before moving from a state or establishing a second home, know how the state you currently reside in will react. States with net losses of

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How To Make Your Family’s Wealth Last For Generations

By Rachel Leland, Next Avenue While reliable data shows that the very rich are, for the most part, getting much

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Why Increased Longevity Means You Need To Rethink Your Retirement

It’s no secret that many people today are living longer compared to previous generations, extending their retirement years well into

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5 New Years’ Resolutions For Retirees

It’s always a good idea to revisit your retirement plans to see how you can make changes that can help

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Last-Minute Gift (For A Lifetime) Idea: A Child IRA For Your Kids Or Grandkids

The gift-giving season is upon us, and if you’re like many, you’ll be looking for a last-minute gift that isn’t

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Mortgage rates rise for second straight week, highest since July

Mortgage rates spiked this week to the highest level in five months, ending the year slightly higher than where they

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Top personal finance New Year's resolutions for 2025

The elevated inflation in recent years continued to wreak havoc on many Americans' wallets in 2024, but the start of

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Corporate Transparency Act Filing Requirements Reinstated: Act Now

Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13,

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The Little-Known Stealth Tax That Bites Retirees And Near-Retirees

There’s a Stealth Tax retirees and near-retirees often don’t know about until they inadvertently trigger it, costing them a lot

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GOP Budget Squabble Puts The Older Americans Act At Risk

The Older Americans Act, the umbrella federal law that includes programs such as Meals on Wheels, senior transportation, information services,

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Why You May Need To Rethink Your Retirement, Work, And Spending

Most workers approaching their retirement years haven’t saved enough money to retire full time at age 65 and continue their

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New Proposal Would Require Insurance Agents To Disclose More About Medicare Advantage Plans

The ability to switch Medicare plans isn’t as available as many beneficiaries are told or believe, and the Centers for

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How To Handle Manipulative Aging Parents: Guilt, Money, And Power

Helping aging parents can be a difficult journey as they age. Some elders are relatively simple, though always work, while

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Mortgage rates rise, hitting demand

Mortgage rates climbed this week, sending overall demand lower as more Americans balked at refinancing. Freddie Mac's latest Primary Mortgage

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What Do Family Caregivers Really Want? Cash.

Ask family caregivers what sort of government support they want and their answer is clear: They want upfront cash. Not

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The Federal Reserve announced a third rate cut; fewer are expected in 2025

The Federal Reserve just cut interest rates one more time this year. In their recent meeting, the Fed decided to

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Biden administration reverses course, reopens income-based student loan repayment programs

Two student loan repayment plans have been reopened for enrollment by the Department of Education (DOE) following a federal court

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How Older Workers Can Overcome A Stalled Career And Stay Ahead

By Lin Grensing-Pophal, Next Avenue Mary has worked in marketing at a major health care organization that is committed to

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Consumer watchdog warns companies against devaluing credit card rewards, launches tool to avoid scams

A federal consumer watchdog is warning that certain credit card companies may be illegally devaluing accrued rewards such as points

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