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
The legislation popularly known as the One Big Beautiful Bill Act that was signed into law this July trims more than $1 trillion from US...
529 College Savings Plans: New Tax Law Makes Them Better Than Ever
One of the best ways to save and pay for your child’s or grandchild’s education just got even better. 529 college savings plans are the...
What Is a Trust Fund?
Many people associate trust funds with rich 20-somethings posting photos on a yacht in Italy. But a trust fund can be an excellent estate-planning tool...
Why Is Receiving a Large Tax Refund a Bad Thing?
Did you get a big tax refund last year…or were you left wondering, Why is my federal refund so low? The average tax refund has...
Real Estate Commission Fees: What You Should Know
Even for experienced home buyers and sellers, real estate commissions can be confusing. How do Realtors get paid? Who pays Realtor fees? Are real estate...
Multigenerational Estate Planning
Estate plans are traditionally created by members of a single generation. Mom and Dad hire an attorney to draw up their estate plan, and their...
What Is a Money-Market Savings Account?
We all know about checking and savings accounts, but you may not be aware of a third type of account. A money-market savings account combines...
Shorting a Stock
Most investors buy a stock hoping that its value will rise so they can sell it in the future for a hefty profit. But you...
Cautious Investor: Before You Buy a Stock
Impulsive buying and overpaying for stocks that are getting attention in the media or on social media is why many investors get sub-par results. But...
What Is Considered Middle Class Now?
What does it mean to be middle class in the 2020s? The high cost of everything from housing to groceries has left many American households...
What Are the Disadvantages of Rolling Over a 401(k) to an IRA?
When an employee changes or loses a job or retires, he/she can opt to roll the money in his former employer’s 401(k) into an IRA...
One Big Beautiful Bill: What’s In It and How Will It Affect You?
The major headline from President Trump’s One Big Beautiful Bill Act passed in July 2025, was what didn’t change. The law, also known as the...
