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personalfinance: Archive
5 Years Until Retirement? 6 Steps to Take to Make Sure You're Prepared
by Meredith Margrave
Saving for retirement is different than actually living on your retirement. The closer you get to hanging up your hat, the more you need to prepare for the transition. Our personal finance editor Meredith Margrave offers six steps to make sure its seamless.
personalfinance
Don't Let These 7 Common Tax Errors Ruin Your Retirement
by Meredith Margrave
Even retirees can't avoid the taxman, and the simplest, most innocent mistakes can still carry costly penalties. But not if you're knowledgeable and prepared! Our personal finance editor Meredith Margrave highlights a list of mistakes to avoid so that your "golden years don???t turn into brass."
personalfinance
Is This Long-Touted "Rule" Still the Gold Standard for Retirement?
by Meredith Margrave
Those old investing adages are not "one size fits all." They need to be tailored to the individual. That's no more important than with retirement planning. Our personal finance editor Meredith Margrave sheds a light on the "4% rule" to see if it still makes sense for retirees today.
personalfinance
Hit with a Huge Tax Bill? Here's What Went Wrong (and How to Fix It)
by Meredith Margrave
A surprise tax bill can be detrimental to your finances, not to mention infuriating! But an adjustment here or there can save your bottom line and your blood pressure. Our personal finance editor Meredith Margrave goes over seven reasons for surprise tax bills and how you can avoid them next year.
personalfinance
Forgot to Save for Retirement? 6 Steps Late Starters Can Take Today
by Meredith Margrave
It's never too late to save for retirement! However, there are big differences between starting at 50 years old and starting at 20 years old. Our personal finance editor Meredith Margrave has several tips for taking control of your future right now... at any age.
personalfinance
4 Key Moves for Mid-Year Financial Success
by Meredith Margrave
Our personal finance editor Meredith Margrave recently released the first three points of her seven-point mid-year checklist. And here are the other four points to keep you on track for long-term financial health.
personalfinance
3 Easy Steps to Reignite Your Financial Goals
by Meredith Margrave
The month of June is a great time for a mid-year financial check-in to make sure you're on track with 2024 goals. Our personal finance editor Meredith Margrave has put together a seven-point checklist to make sure you're asking the right questions and making the right moves. Here's the first three points.
personalfinance
Start Retirement Planning Now - The Clock Is Ticking
by Meredith Margrave
Procrastination and retirement planning do not go together. It's never too early or too late to make sure you're prepared for the future. Our personal finance editor Meredith Margrave is calling you to action RIGHT NOW... and offers some helpful tips to get you started.
personalfinance
What Do Stubborn Inflation Rates Mean for Your Retirement?
by Meredith Margrave
Nobody feels the impact of higher inflation more than retirees. However, a few proactive steps now can ensure plenty of money for your golden years. Our personal finance editor Meredith Margrave highlights six ways to protect your retirement from inflation.
personalfinance
Is a Bond Fund Suitable for an IRA?
by Zacks Equity Research
Bond funds can be a strategic addition to your IRA, providing stability and tax-efficient growth. By deferring taxes on bond income and diversifying your investments, bond funds help secure a more robust retirement portfolio.
personalfinance
Here's How to Find the Property Tax ID Number for a House
by Zacks Equity Research
Finding your property tax ID number is simple. If you own the property, check tax bills, deeds or title reports. Non-owners can use local government websites, which often have online databases searchable by address or owner name.
personalfinance
Why My Husband and I have a Money Manager in Our 30s
by Meredith Margrave
You don't need to be a millionaire or have complicated assets to consult a money manager. Our personal finance editor Meredith Margrave outlines four reasons why you may want to get some help right now with your retirement and emergency plans.
personalfinance
The No. 1 Mistake People Make After They Finalize Their Financial Plan
by Meredith Margrave
Just like your life is a work in progress that goes through constant changes; so too is your financial plan. It's a living document that needs to be fine-tuned from time to time. Our personal finance editor Meredith Margrave outlines four life events that will require an update to your plan.
personalfinance
Focus on your Financial Health Instead of Reducing Taxes
by Meredith Margrave
Paying taxes isn't fun, but missing out on a huge financial return is much, much worse. Our personal finance editor Meredith Margrave offers several tips for getting over the fear of taxes so you can enjoy the bulk of your hard-earned gains.
personalfinance
The Tax Law That Actually Helps People... But No One Seems to Know About
by Meredith Margrave
The government doesn't advertise when there's a way for people to save money. But Meredith Margrave has no problem shedding light on the unknown. Learn about a little-known regulation that works as a "magic reset button" for inherited assets.
personalfinance
Inheritance Plans: Don't Make This Financial Move Until You're on Your Deathbed
by Meredith Margrave
If you love your family, then there's one thing you'll want to keep from them. Bragging about your inheritance plans can backfire in many unforeseen and negative ways. Our Personal Finance editor Meredith Margrave explains why you should keep it to yourself until its time to buy the proverbial farm.
personalfinance
Is There a Minimum Monthly Social Security Payment Regardless of Retirement Earnings?
by Zacks Equity Research
While Social Security offers a minimum benefit, understanding how to maximize your payments is the key, whether it's through earning more credits, delaying your claim or understanding spousal benefits.
personalfinance
Do You Have to Claim Income From 401(k) on a Tax Return?
by Zacks Equity Research
401(k) contributions lower your taxable income, offering tax savings and higher take-home pay. Using pre-tax dollars, they reduce income tax withholdings immediately. Eligible savers can also benefit from IRS Saver's Tax Credit, enhancing both current finances and retirement planning.
personalfinance
What Should You Know About Checking and Savings Accounts?
by Zacks Equity Research
Checking accounts manage daily expenses and offer easy access, while savings accounts help grow funds for future goals. Effective management of these accounts is crucial for smart financial planning.
personalfinance
Which Retirement Plan Is Best for You: IRA or Qualified Plan?
by Zacks Equity Research
Whether opting for an IRA, a qualified plan, or a combination of both, the key is to start saving early and maintain consistent contributions, setting the stage for a secure and enjoyable retirement.
personalfinance
Can I Get a Refund Even If I Don't Have Federal Taxes Withheld?
by Zacks Equity Research
Refundable tax credits allow individuals who haven't paid taxes during the year to still receive refunds. These credits help low-to-middle-income families by reducing their tax liability to zero and potentially providing a refund greater than the taxes paid.
personalfinance
How Long Do Banks Keep Records of Checking & Savings Accounts?
by Zacks Equity Research
Banks keep records of your checking and savings accounts for five years, covering transactions, identity information and suspicious activities. This period is crucial for dispute resolution, tax purposes and fraud prevention.
personalfinance
Embarking on the Path to Financial Freedom?: A Guide to (General) Retirement Planning?
by Ishita Chandra
Retirement is a significant milestone in life, representing a transition from the workforce to a new chapter of leisure and fulfillment.
personalfinance
Barrett (BBSI) Shows Fast-paced Momentum But Is Still a Bargain Stock TEST?
by Ishita Chandra
Barrett (BBSI) Shows Fast-paced Momentum But Is Still a Bargain Stock
personalfinance
Barrett (BBSI) Shows Fast-paced Momentum But Is Still a Bargain Stock TEST
by Ishita Chandra
Barrett (BBSI) Shows Fast-paced Momentum But Is Still a Bargain Stock
personalfinance