Financial
From expert advice on investments and budgeting to discussions about economic trends and retirement planning, these articles aim to equip readers with the knowledge they need to manage their personal finances, make informed monetary decisions, and otherwise navigate the complexities of the financial world. Whether readying savings for the future or maneuvering day-to-day costs, the insightful advice equips readers to take control of their fiscal picture and achieve economic stability.
All Financial Articles
You may have heard that the tax rules regarding overtime pay are changing—but taxation of overtime earnings is not ending entirely. Historically, overtime pay has...
What Is OASDI Tax?
You may have noticed the acronym OASDI on your paycheck—especially when you realize that it is taking a big chunk out of your earnings. But...
Medical Credit Cards: What You Need to Know
Have you been surprised to find that a medical procedure you need is not covered by health insurance or Medicare? You are not alone. Nearly...
How to Find Undervalued Stocks
With the stock market hitting all-time highs nearly three dozen times in 2025, many advisors feel that stocks have grown too pricey and are suggesting...
Best Retirement Investments
Investing in retirement is different from investing for retirement. One obvious reason: Time horizons—investors who are still decades from retirement can invest their retirement savings...
What Does the Executor of a Will Do?
Has a loved one or close friend asked you to be the executor (also known as personal representative in some states) of his/her will? You...
New Rules on Charitable Giving Tax Deductions
Thinking about donating to your favorite charities? The recently passed tax legislation, known as the One Big Beautiful Bill Act (OBBBA), provides an added incentive—you...
What Is an Escrow Account?
A quick glance at your mortgage statement likely reveals that your monthly payment is divided among principal, interest and escrow. The terms principal and interest...
Tax Deductions 2025: Don’t Overlook These Write-Offs
Whether you take the standard deduction or itemize for the 2021 tax year, here’s what deductions you can take, including what has changed.
Tax Planning for 2025
The 2024 tax filing season is over, and now is the time to think about 2025 tax planning—there are two months left to give the...
Gift Tax Rules: How to Gift Money to Family
A married couple helps their adult child make a downpayment on his first home. A woman pays her aging mother’s hospital bills. An older couple...
How to Change Your Spending Habits to Stop Overspending and Start Saving
Many of us worry about becoming better earners, savers and investors, but we rarely pay much attention to how we can improve our spending habits....
