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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Half Of High School Seniors Won’t Apply To Colleges Costing More Than $40,000

With Americans again struggling to repay $1.6 trillion in student debt (second only to mortgage debt), high school seniors (and

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Social Security Admits Its Website Has Been Providing Crazy Estimates

In this October 20th Forbes column, I claimed that Social Security’s website was projecting lower benefits for worker than it

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$2 Billion UBS Wealth Management Team Says A 60/40 Portfolio Is Best

Team Name: Rimmel Mehaffey Pessy Wealth Consulting Group Firm: UBS Wealth Management Senior Members: James W. Rimmel, Daniel J. Pessy

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Fed rate pause offers little relief to Americans buried in credit card debt

Even though the Federal Reserve put a break on interest rate hikes in September, inflation remains stubbornly high and it

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The 2024 Mazda CX-90 PHEV vs. the Toyota Grand Highlander Hybrid: Here’s how these two newcomers match up

The never-ending pursuit of improved fuel economy has now hit the 3-row midsize SUV segment with a slew of new

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5 Steps To Become A Roth IRA Millionaire

Take these 5 simple steps to become a Roth IRA millionaire. Given enough time, anyone who is eligible can build

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Forget National Caregivers Month. Think About What Family Caregivers Need

Welcome to November, National Family Caregivers Month, one of those Hallmark Card-like designations that politicians grant when they can’t, or

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IRS Releases Legal Memo Focused On ERC And Workplace Safety Guidelines

Weeks after the IRS announced a moratorium on processing new Employee Retention Credit (ERC) claims, the IRS has issued more

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A Former Undercover Agent With $1.5 Billion Says ‘Investments Come Last’

Team Name: The Spickler Wealth Management Group Firm: Merrill Lynch Wealth Management Senior Members: Melissa Spickler, Stacey Cassis, Matthew Spickler

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Here are some ways home shoppers can buffer the effects of 8% mortgage rates

Interest rates on 30-year fixed-rate mortgages have hit yet another high, with lenders offering loans above 8% for the first

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Is Social Security Disability Getting Tougher To Qualify For? What You Need To Know

For nearly a quarter century, Social Security disability applications were on a steady climb, then started to level off. Is

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Lawmakers Should Stay Out Of Microsoft Tax Dispute

Even legislators with a keen interest in protecting the U.S. corporate tax base from profit shifting should probably resist the

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A $6 Billion UBS Team In LA Serves As A ‘Holistic Center Of Advice’

Team Name: Wise River Advisors Firm: UBS Private Wealth Management Senior Members: Craig Chiate, Mark Binder, Glenn Oratz, James Chiate,

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Today’s mortgage rates rise for 15- and 30-year terms

Our goal here at Credible Operations, Inc., NMLS Number 1681276, referred to as "Credible" below, is to give you the

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These airlines have more valuable points during the holidays

This article is reprinted by permission from NerdWallet.  With flights getting more expensive around Thanksgiving and the winter holidays, you

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Major Student Loan Forgiveness Deadline Nears, But Could Get Extended

A very important student loan forgiveness deadline is approaching. Borrowers who want to qualify for student debt relief or credit

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6 Strategies That Can Help You Avoid Year End Tax Bracket Creep

Wage increases are generally a great thing, but the added benefit of an income increase can be offset by the

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High-Touch $3 Billion Wells Fargo Team Focuses On Dividends And Cash Flow

Team Name: TSG Wealth Management Firm: Wells Fargo WFC Advisors Senior Members: Mark Schulten, Allen Schreiber, John Szymura, Lori Zorn,

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