CATEGORIES
Categories

THE POWER OF EVERYDAY CHARITABLE GIVING
This group is on a mission to understand the declining number of donors and volunteers—and to enact change.

IS 2025 THE YEAR WORKERS WILL RETURN TO THE OFFICE?
Managers want to cut back on remote work, but many employees value flexibility.

SOME STATES ARE EXPANDING PROPERTY TAX BREAKS
Voters in several states approved ballot measures providing relief to seniors and other homeowners.

The Benefits of Sharing a Bank Account With Your Parents
Opening a joint account provides a way to monitor an older person's finances.

WHAT TO DO WHEN YOUR ETF CLOSES
EVERYBODY knows starting a restaurant is a risky business.

SET A COURSE FOR EARLY RETIREMENT
Planning ahead can help you avoid some common obstacles.

THE OUTLOOK FOR HOME AND AUTO INSURANCE
Premiums may not increase as much as in recent years, but the industry remains under pressure.

Be Careful With Interval Funds
YOU may have been hearing more often about interval funds.

SHOULD YOU MAKE THE SWITCH TO SOLAR ENERGY?
Outfitting your home with a solar power system can slash your electric bill-and federal tax credits have made the conversion more attractive than ever.

SAVE MONEY WITH A PREPAID PHONE PLAN
These plans come without surprises—and they’re often budget-friendly.

WHY YOU SHOULD TAKE EXTRA CARE WITH YOUR TAX RETURN
You can minimize your tax bill and avoid unwanted attention from the IRS by watching out for common errors and oversights.

Beat the Market? Not Likely
IN 1963, the columnist Jimmy Breslin wrote a delightful book about the initial, disastrous year of the New York Mets.

IGNORING THE BULL-MARKET BANDWAGON
This investing veteran remains wary of stocks.

FINANCIAL STOCKS SHOULD PAY OFF
But investors must be choosy about where to put money in this broad sector.

WHEN YOUR HOUSE IS ALSO YOUR BANK
You can use home equity to pay off high-interest debt or improve your home, but it’s important to understand the risks.

CONFRONTING THE CHALLENGES FACING THE U.S.RETIREMENT SYSTEM
Many still lack access to a workplace retirement plan.

MEDICARE PART B PREMIUMS TO RISE 6% IN 2025
But out-of-pocket costs for Part D prescription drugs will be capped at $2,000.

CALENDAR FEBRUARY 2025
Today is Valentine's Day.

ESTATE PLANNING - Protect Your Wishes and Your Legacy
NO one likes to imagine getting seriously ill, injured or worse, but these occurrences are a reality of life.

CASH IN ON THE INFRASTRUCTURE - BUILDING BOOM
Consider these stocks and funds to make the most of the U.S industrial renaissance.

FREE (OR CHEAP) COLLEGE COURSES FOR RETIREES
Across the country, retirees can take advantage of free (or close to it) college courses for older residents at various public and private institutions.

WATCH OUT FOR NUDGES THAT STEER YOU TO TRADE TOO MUCH
ANYONE who has shopped for groceries with a toddler knows to be on high alert for the impulse items the store has thoughtfully placed at a child's eye height.

CHECK YOUR COLLEGE'S FINANCIAL HEALTH
Declining enrollment has forced a growing number of small colleges to shut down.

A TOOL 10 ADD 10 YOUR ID THEFT ARSENAL
Credit-monitoring services can help you detect fraud quickly.

THE ALLURE OF SHOULDER SEASON TRAVEL
SHOULDER season can be a great time for a vacation.

Give the Gift of Life Insurance
Show your love for your sweetheart by protecting against disaster.

SHIELD YOURSELF FROM FRAUD
RECENTLY, one of my clients shared a harrowing experience.

Show You Care With Smart Planning
WHEN I assigned an article on estate planning for our February issue, I wasn't thinking about wrapping it into a Valentine's Day theme; it's not a topic that sparks thoughts of romance.

IS A LOST DECADE AHEAD FOR STOCKS?
Some Wall Street strategists foresee stagnant returns, but not all agree.

EMPOWERING FAMILIES WITH FINANCIAL PLANNING
Through her pro bono work, this CFP provides free help with budgeting, saving and more.