Browsing: Personal Finance

No one loves paying taxes. Building a retirement income you can’t outlive is a challenge for many Americans. Increasing the amount of tax-free retirement dollars you…

OBSERVATIONS FROM THE FINTECH SNARK TANK How much more money would you need to make you “happy”? That’s the question financial services firm Empower put to…

It was a tip from an analyst at an investment firm roughly a decade ago that first pushed Kevin Kinser, an education professor at Penn State…

The SECURE Act 2.0, enacted at the end of 2022, created a new type of qualified charitable distribution (QCD) that generally is being called the Legacy…

AI is a new frontier and can be potentially extremely helpful in healthcare. Assembling all known information to solve a problem could benefit many. But there…

Understanding and applying the principles of strategic gifting allows you to reduce your estate tax liabilities significantly. It facilitates a seamless wealth transition and upholds your…

Would-be car buyers say lenders have been tapping the brakes hard in 2023, according to a new look at consumer access to credit. A record-breaking share…

As a general rule, when it comes to savings plans, the earlier you start the better.  This holds true for things like buying a home, paying…

Trusts are common, but there are numerous variations, and there is still considerable confusion about what is legal and what is not. There are at least…

Has the premium for your Medicare Part D prescription drug policy increased for 2024? Mine has. I recently received notice that my monthly premium would increase…