Getting a tax deduction makes giving to charity a little more rewarding. However, people don't always get deductions they're entitled to. » Read More
Financial advisor Sophia Bera, founder of Gen Y Planning, discusses 3 key moves millennials can make to ensure a bright financial future.
Tax mapping shifts assets from tax-deferred to tax-exempt status or redirects investments into tax-favored categories before retirement.
Your Social Security income won't go up by much in 2017, yet your expenses probably will. Here's what it means for your cash flow.
Despite warnings and news coverage, phone scammers continue to run very successful "businesses" posing as Internal Revenue Service agents.
Fees are at all-time highs at big banks, while interest paid is at an all-time low. Does this absurdity leave customers yearning to bolt?
Whether married or single, already a parent or not, millennials should consider buying life insurance as part of sound financial planning.
Believe it or not, the person you hired to care for your loved ones is considered an employee. With that comes a responsibility to the IRS.
Whatever the reasons, passive investments continue to gain momentum, while actively managed mutual funds watch money leave their coffers.
ETFs are tax-efficient and have low annual fees, cost advantages that give them a leg up with investors in today's low-yield environment.
The November election outcome could trigger renewed volatility in financial markets, but should investors bother to do anything about it?
The real estate sector is roaring again; just look at median existing home prices. That and low interest rates has investors taking notice.
Most employees "run for the hills" each October when it's time to review workplace benefits, but taking the time to thoroughly plan is key.
Brokerage windows give stock jockeys a chance to put their skills to work in their 401(k). They may risk their entire nest egg, however.
Over half of assets in mutual funds and exchange-traded funds are now passively invested, meaning they follow an index of some sort.
If you want to reduce your 2016 tax bill, most of the available strategies must be deployed before the calendar flips to 2017.
Millennials need to be careful when family and friends offer financial pointers, as times and strategies have changed.
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Getting a tax deduction makes giving a little more rewarding. However, people don't always get deductions they're entitled to.
Trump advisor Anthony Scaramucci does not speak for financial advisors when he compares the fiduciary rule to slavery.
Several Social Security "criminal" regulations bar Americans convicted of crimes from accessing retirement benefits.