Personal Finance
Making Friends After Retirement, According To Dr. Ruth
After retirement, people have self-reported that they miss the people more than the position or money. Not only are they more limited in social interaction,…
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Consumers are increasingly relying on their existing credit cards instead of applying for new ones, TransUnion says
Consumers are still hungry for credit, but they’re holding off on getting new credit cards. The result? They’re spending more…
This Week In Credit Card News: Holiday Spending May Decline
Meta Lets Amazon Shoppers Buy Products on Facebook and Instagram without Leaving the Apps Meta doesn’t want you to leave…
Beware Of Deceptive Advertising During Medicare Open Enrollment
Now is that time of year, between October 15 and December 7 when the bombardment of Medicare Advantage plan ads…
Tax Court Stops Short On Finding Fraud Against IRS Employee
Since the birth of the U.S. tax system more than a century ago, taxpayers have made purposeful attempts to avoid…
How Streaming Services Netflix, Disney And Spotify Stack Up
In this article I use AAII’s A+ Investor Stock Grades to provide insight into three streaming service stocks. With consumers…
How To Build An Investment Portfolio For Retirement
When is the best time to start investing for retirement? Right now. As a rule of thumb, you need to…
IRS Updates Penalty Amounts For Late Returns, Missed Forms In 2024
The IRS has announced the annual inflation adjustments for the year 2024. That includes not only tax rate schedules, tax…
Navigating the Impact of Rising Interest Rates on Estate Planning
As of November 2023, the Federal Reserve has halted interest rate increases. However, long-term rates have reached 5% , and…
The IRS just revealed 2024 income tax brackets — what the numbers mean for your tax bill
After scorching hot inflation pushed income tax brackets and a widely-used tax deduction to their largest single-year increase in decades…
SECURELY Covering Long-Term Care Premiums And Costs
One of the challenges of retirement is, should I need it, how will I pay for Long-Term Care (LTC) premiums…
Standard deductions for 2024 taxes will jump 5.4% due to inflation, IRS numbers show
The standard deduction is a major way most Americans reduce their taxable income each year — and with inflation’s burn,…
3 Home Buying Tips To Try While Interest Rates Are Still High
After seeing current home prices in Charlotte’s real estate market, and home prices continuing to rise across the United States,…
IRS Announces 2024 Tax Brackets, Standard Deductions And Other Inflation Adjustments
The IRS has announced the annual inflation adjustments for the year 2024, including tax rate schedules, tax tables and cost-of-living…
What Benefits Should You Look For When Accepting A Job Offer?
Salary is key in evaluating job offers, but it shouldn’t be your sole consideration. The overall compensation package plays a…
Mortgage rates fall for second straight week after cost of monthly payments surge in October
Mortgage rates dropped for a second consecutive week but remain at the highest level in more than two decades, providing…
Mortgage rates plunge amid signs of a weakening consumer
Mortgage rates registered their sharpest drop in a year, on the back of concerns over consumers’ financial health. The 30-year…
Data Shows Luxury And Electric Cars Suffer The Lowest Resale Values
New-vehicle shoppers face a hodge-podge of numbers in the course of conducting their research, from horsepower and torque ratings to…
How Are Your Prospects Finding You? RIAs – Rethinking Social Strategy
It’s 2023, do you know where your clients are? For much of the last 25 years, if a wealth management…