Put down the pumpkin pie and get ready for tax planning: These retirement tax moves could help you prepare for 2026. Retirees are in a unique planning position compared to other tax filers heading into the winter season. Not only are they faced with complex withdrawal rules on RMDs, but many have access to age-specific […]
Your Retiree Tax Planning Checklist: 10 Moves to Make Before December 31 Read More »
For many affluent families, the end of the year brings more than holiday traditions and travel. It’s also one of the most critical windows for financial planning. When done right, year-end planning can reduce taxes, align finances with family goals and set the stage for greater confidence heading into the new year. Year-end planning shouldn’t
Seven Moves for High-Net-Worth People Before End of 2025 Read More »
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 »
The Trump administration is moving to overrule any state laws that may protect consumers’ credit reports from medical debt and other debt issues. The Consumer Financial Protection Bureau has drafted what’s known as an interpretative rule related to the Fair Credit Reporting Act, interpreting the law in a way that says the FCRA should preempt
Trump Administration Moves to Nix State Laws Shielding Credit Reports From Medical Debt Read More »
ETF inflows and outflows make great headlines, but what do they mean for your investment returns? Here’s what you need to know. Cryptocurrencies can be confusing. So can exchange-traded funds (ETFs). And when you combine the two concepts into crypto-based ETFs, there are so many dark corners and financial enigmas to explore. The mystery includes
Bitcoin ETFs: What You Need to Know About Inflows, Outflows, and Price Moves Read More »
It’s crunch time if you are in your 50s and saving for retirement. You may not think so — after all, you can likely work another 15 or more years — but the actions you take today can have a big impact on the riches you amass tomorrow. That’s even more the case if saving
Boost Your Retirement Savings in Your 50s with These Six Moves Read More »
Key Takeaways Before a CD matures, you have a short window to decide what to do with your funds. Miss it, and your money may be locked into a low rate and a new term you don’t want. With Fed rate cuts on the way, it’s smart to research options before the deadline so you
The manager of the cargo ship that caused the collapse of Baltimore’s Key Bridge in March 2024 should be denied the protections of a federal maritime law it seeks to invoke because it is not the owner of the ship, the state of Maryland says. The state attorney general and attorneys for wrongful death claimants
Maryland Moves to Deny Liability Limit Sought by Ship Manager in Key Bridge Collapse Read More »
Just because you’re retired doesn’t mean you can’t build wealth. There are plenty of ways to make your money grow, even if you aren’t collecting a paycheck anymore. There are numerous reasons why people want to continue earning money in retirement. For some, it’s all about legacy. They want to leave as much as possible
Five Wealth-Building Moves You Can Make in Retirement Read More »
As Labor Day approaches, U.S. workers don’t seem to be in a celebratory mood, with rumblings about a possible economic downturn raising anxiety that layoffs will rise. Nearly two-thirds of Americans recently polled by LendingTree think a recession is coming. And 41% expect unemployment to increase over the next year, according to the Federal Reserve
4 Career Moves to Make Now if You’re Worried About a Recession Read More »