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7 Simple Principles to Invest Money Wisely No Matter Your Age
Many people mistakenly believe that investing money and building wealth is a complicated game that’s completely out of their reach. While you can make investing complex, I don’t recommend it because...
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Tax Reform Law: 7 Ways It Affects Your Personal Finances
New legislation known as the Tax Cuts and Jobs Act became law on December 22, 2017. Starting in 2018, it affects virtually every U.S. taxpayer with dramatic changes including new tax rates, fewer...
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How to Open an IRA—Understand Eligibility, Rollovers, and Early Retirement
Understanding retirement accounts and using them the right way can make the difference between having a secure future or just scraping by, after you stop working.The benefits of using retirement...
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Social Security—Secrets to Max Out Your Future Benefits
The Social Security program has been providing a critical financial safety net for Americans for over 80 years. It pays benefits to tens of millions who survive the death of a close family member, are...
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Work from a Home Office? Claim a Tax Deduction and Save Money
More people are working from home these days, either as a remote employee or as their own boss. No matter if you have plans for a major tech startup, want to earn more by freelancing on the side, or...
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Tax Q&A: Tips for Remote Workers, Freelancers, and Expats
Unless you’re a tax accountant or lawyer, income taxes probably aren’t your favorite topic. To say taxes are confusing and time-consuming is a laughable understatement. No matter if you’re an employee,...
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8 Warning Signs of Identity Theft (and How to Fight Back)
Millions of Americans have been impacted by the Equifax data breach that was announced on September 7, 2017. Since then, they've made key personnel changes and say they’re still investigating the...
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5 Places to Invest After You Max Out a Retirement Account
Simone says, “I’ve maxed out my retirement accounts, but still have $14,000 that I want to invest this year. My husband and I have a six-month emergency fund and are not inclined to prepay our mortgage...
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Over-Contribute to an HSA, IRA or 401k? Here's What to Do
It’s smart to use legal ways to cut your taxes and keep more of your hard-earned money. Making contributions to tax-advantaged accounts—such as a workplace retirement plan, an Individual Retirement...
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Tax Reform Tips: 5 Best Moves to Save Money Now
The end of the year is always a busy time with holiday preparations and celebrations. New Year’s Eve is also the end of the tax year, which is a critical deadline for your personal finances and...
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7 Simple Principles to Invest Money Wisely No Matter Your Age
Many people mistakenly believe that investing money and building wealth is a complicated game that’s completely out of their reach. While you can make investing complex, I don’t recommend it because...
View ArticleClik here to view.
Tax Reform Law: 7 Ways It Affects Your Personal Finances
New legislation known as the Tax Cuts and Jobs Act became law on December 22, 2017. Starting in 2018, it affects virtually every U.S. taxpayer with dramatic changes including new tax rates, fewer...
View ArticleClik here to view.
7 Simple Reasons to Invest in a Roth IRA or Roth 401(k)
Money Girl podcast listener Peter D. asks, “Now that Congress has enacted lower tax rates for most Americans, does this make a Roth 401k more attractive than a traditional 401k?” Thanks for this great...
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8 Investing Rules to Follow Even When the Stock Market Drops
After seeing last week’s huge stock market drops, you may have wondered if you’re investing money the right way. Or you may still be on the sidelines, not sure how or when it will be a good time to get...
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6 Tips to Simplify Your Finances and Keep Good Records
When life gets hectic, it’s easy to let your finances get too complicated. Suddenly you realize it’s been weeks since you even thought about paying bills, reviewing account transactions, or filing...
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5 Steps to Create Your Own Self-Employed Benefits Package
When you’re self-employed, you get perks that many traditional employees miss: Unlimited vacation and sick days, flex time, tax deductions, and perhaps the ability to work from any location. These are...
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Work from Home? Tax Reform Changes to the Home Office Deduction
Working from home, either as a remote employee or for your own business, has become common. Companies and those who are self-employed can drastically cut overhead when they don’t have to pay for office...
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10 Retirement Rollover FAQs That Will Make You Richer
Understanding how retirement accounts work and using them the right way can make the difference between having a secure future or just scraping by, after you stop working. They have powerful benefits,...
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Choose the Right Retirement Accounts in 3 Simple Steps
If you’re confused by all the tax-advantaged retirement account options you can choose from, you’re not alone. While it’s great to have more choices than fewer, it can certainly cause analysis...
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Using an HSA? These 10 Allowable Expenses May Surprise You
I recently received a phone call from my husband who was on his way to the doctor for an annual checkup. He said, “Can I use our HSA debit card to pay for parking at the doctor’s office?” Adam is very...
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