Personal Finance

What You Learn Becoming Your Mother’s Financial Caregiver

What You Learn Becoming Your Mother's Financial Caregiver

Beth Pinsker is a certified financial planner, MarketWatch columnist and author of My Mother’s Money: A Guide to Financial Caregiving, a new book that comes out November 4. She spoke to Kiplinger Personal Finance Magazine about how best to manage a loved one’s financial affairs when they become seriously ill — and the importance of […]

What You Learn Becoming Your Mother’s Financial Caregiver Read More »

Are You Saving Enough for Retirement? See How Your Contributions Compare to Others Like You

Are You Saving Enough for Retirement? See How Your Contributions Compare to Others Like You

Key Takeaways The average retirement savings range widely by age, from just a few thousand dollars in your 20s to several hundred thousand by your 60s. Middle-class Americans have saved a median of $67,000, while Vanguard says the median balance in its defined contribution plans is just over $38,000. Catch-up strategies depend on your stage

Are You Saving Enough for Retirement? See How Your Contributions Compare to Others Like You Read More »

Here’s How To Take Your Wine Investment Portfolio to the Next Level

Here’s How To Take Your Wine Investment Portfolio to the Next Level

Key Takeaways Diversifying a wine portfolio is essential to maximize liquidity and returns. Market intelligence is essential to track price trends, evaluate bottles, and follow the industry more broadly. Professional investment vehicles focused on the fine wine space can provide a hands-off approach, but come with added costs and risks. Adequately storing, insuring, and securing

Here’s How To Take Your Wine Investment Portfolio to the Next Level Read More »

The ‘Secret’ of Window Tax: What It Reveals About Your Property Tax Bill Today

The 'Secret' of Window Tax: What It Reveals About Your Property Tax Bill Today

Windows can provide stunning views, great sightlines to your backyard, and even boost mental health during the darkest days of the year. So why did some people in history brick them up, and what do windows have to do with your property tax bill? Well, the Direct Tax of 1798 taxed houses worth more than

The ‘Secret’ of Window Tax: What It Reveals About Your Property Tax Bill Today Read More »

Should You Follow Buffett’s Latest Portfolio Moves?

Should You Follow Buffett’s Latest Portfolio Moves?

Key Takeaways In the second quarter of 2025, Berkshire added healthcare and cyclicals (including a new stake in UnitedHealth (UNH) while paring its megacap tech exposure, including Apple (AAPL) and a major bank. 13Fs are delayed and partial; they’re best for studying process and price discipline, not for trying to robotically mirror a famous institutional

Should You Follow Buffett’s Latest Portfolio Moves? Read More »