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personalfinance: Archive
How I Stopped Lifestyle Creep and Saved My Wallet
by Meredith Margrave
Regardless of how much money comes into the household, lifestyle creep can throw off your financial balance without you even realizing it. Meredith has been there and offers five lessons that she learned about the importance of spending intentionally.
personalfinance
Spending Rules for People Who Hate Budgets
by Meredith Margrave
Good habits can help you manage money and reach your financial goals... without feeling deprived. Meredith offers a few spending rules that can train your brain into making financial progress without even realizing it.
personalfinance
Prioritizing Your Emergency Fund is the Smartest Financial Move Right Now
by Meredith Margrave
Nobody knows what's going to happen to the economy or in our private lives this year, so now is an excellent time to start building an emergency fund. Meredith wants you to do it while interest rates are still favorable and before government spending cuts could impact your savings. Find out how.
personalfinance
Why Q1 Is the Best Time to Set Your Important Financial Goals
by Meredith Margrave
Setting your financial goals at the start of a new year is NOT a resolution. There are real benefits to taking action in the first quarter. Meredith outlines nine moves that are best made early to unlock more financial opportunities throughout the year.
personalfinance
Social Security Isn't Dead Yet - Here's How It Still Affects Your Retirement Test
by Ishita Chandra
Testing
personalfinance
The 6 Biggest Crypto Tax Mistakes You're Probably Making (and How to Avoid Them)
by Meredith Margrave
The IRS is most definitely paying attention to crypto and reporting it in your taxes can be even trickier than normal. However, a little help from Meredith and some thorough accounting will help you avoid the mistakes that can lead to huge problems down the road.
personalfinance
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by Avirup Banerjee
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personalfinance
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by Avirup Banerjee
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personalfinance
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by Avirup Banerjee
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personalfinance
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by Avirup Banerjee
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personalfinance
Made a Fortune with Bitcoin? Here's How to Handle the Tax Bill
by Meredith Margrave
Now that Bitcoin is soaring, you can bet that the IRS wants its piece of the crypto pie. Meredith clears up the confusion of when Bitcoin is taxed and how to report it.
personalfinance
Can You Really Handle Your Taxes Alone? 5 Signs You Need a Pro Test
by Ishita Chandra
Tax experts aren't just for rich folks or those being audited. These pros can find savings and opportunities that a DIYer would probably miss. Meredith explains when to seek out such services and how to find the right expert for you and your goals.
personalfinance
The Joy of Giving: How to Make Generosity Part of Your Money Plan
by Meredith Margrave
Charitable giving can become as much a part of your personal finances as contributing to a 401k or setting up an emergency fund. Meredith offers six ideas for setting up a giving strategy that will benefit both your own personal values and the world as a whole.
personalfinance
Dropping Interest Rates? Here's When Your HYSA Might Still Be Worth It
by Meredith Margrave
Just because rates are declining doesn't mean you have to ditch your high-yield savings accounts. Meredith can help you decide if it's worth the time and hassle to make a switch, or if it's better for your finances and your nerves to just stay put.
personalfinance
Selling Your Rental Property? Know the Capital Gains Tax Rules
by Zacks Equity Research
Selling a rental property triggers capital gains tax, with short-term gains taxed as income and long-term gains taxed at lower rates. Knowing tax rules helps minimize liabilities.
personalfinance
Retired But Not Tax-Free: Here's What Retirees Should Know
by Zacks Equity Research
Many believe that reaching a certain age, like 70, offers a magical threshold beyond which the taxman ceases to knock. Sadly, that's not true.
personalfinance
How AI is Changing Personal Finance - And How You Can Use It Today
by Meredith Margrave
AI can be a fantastic tool for your personal finances, but it doesn't take the place of real (a.k.a. human) advisors. Meredith offers some dos and don'ts for using this impressive yet impersonal technology in your money matters.
personalfinance
The Case for Delaying Retirement: More Money, More Options, More Life
by Meredith Margrave
You don't have to stop working at the age of 65. In fact, working a few more years can have a huge impact on not only your finances, but also your health. Meredith can help you decide the big "to retire, or not to retire" question.
personalfinance
Debt Today, Retirement Tomorrow? Why You May Need to Rethink Your Financial Plan Test new
by Ishita Chandra
testing
personalfinance
Debt Today, Retirement Tomorrow? Why You May Need to Rethink Your Financial Plan Test
by Ishita Chandra
testing
personalfinance
Embarking on the Path to Financial Freedom?: A Guide to (General) Retirement Planning new?
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
Think You Shouldn't Tap Your Emergency Fund? Think Again
by Meredith Margrave
The point of your emergency fund is to actually use it... and it doesn't have to be for some dramatic or life-threatening reason. Meredith wants you to realize that spending that money can be done without guilt and could be the smartest thing to do.
personalfinance
Want More Fun and Less Financial Guilt? Here's the Secret
by Meredith Margrave
You can't plan to be spontaneous... or can you? Meredith suggests setting up a 'fun fund' so that you have the freedom to take part in the unplanned events that are often the spice of life. Learn how to set one up.
personalfinance
Do You Have to Be "Debt Free" to Feel Financially Secure?
by Meredith Margrave
Being debt free and being financially secure are actually two different things. One looks toward the past and the other toward the future. Fortunately, Meredith can help you create a plan that accomplishes both of these important goals at the same time.
personalfinance
Is Debt-Free Living the Key to Happiness, or Just a Financial Fad?
by Meredith Margrave
All debt is not created equal. Sometimes it's simply a financial burden, while other times its a roadblock to the future. Meredith wants you to focus on gaining financial freedom before putting your life on hold for a fabled debt-free lifestyle. Learn how.
personalfinance