Personal Finance
Key takeaways “Sell in May and go away” is a phrase that aims to reflect the seasonality of the stock…
Key takeaways Using rewards credit cards strategically during a recession can help you offset expenses via cash back rewards and possibly save…
At 55, many people are about 10 years from retirement and may wonder how much they should have saved to…
When you donate noncash items—such as artwork, vehicles, clothing or other property to a qualified charitable organization, you must report…
For many Americans, $1 million is the benchmark for a secure retirement. But in today’s economy, at what age you…
Form 8396 is used to claim the mortgage interest credit. This is a nonrefundable federal tax credit available to certain…
A key question in retirement planning is how much of your income you’ll need to replace once you stop working.…
An 83(b) election lets individuals who receive restricted stock or stock options pay taxes on the value at the time…
When building an investment strategy, your asset allocation is one of the most important decisions you will make. The Rule…
If you use your personal vehicle for business or other specific needs, you may be eligible to claim the standard…
The comparison between a Roth IRA and an index fund often mixes structure with strategy—one is a retirement account, the…
When comparing California vs. Florida for taxes, the absence of a state income tax in Florida often draws attention. However,…