Personal Finance
Latest Personal Finance News
IRS Braces For More Workforce Cuts Once Tax Season Ends
With the 2025 regular tax season deadline just days away, the IRS is already bracing for more cuts in its…
How To Cut Your Credit Card Debt In 5 Simple Steps
I’m not usually focused on numbers without wondering about people behind the numbers. One ongoing concern is household debt, which…
We’re in Our 70s With $200k in Savings and Social Security. How Do We Make It Last?
Retirees with relatively small nest eggs are generally more reliant on Social Security than those with more money saved up.Retirees…
How to Donate to Charity With Money From Your IRA
The IRS allows, and even encourages, charitable donations from tax-advantaged retirement accounts such as an IRA. Not only can this…
Searching For The Golden Ticket In AI
In my last column, I likened artificial intelligence to the wizard in “The Wizard of Oz.” It received a good…
How To Forecast Growth In The Age Of Uncertainty
It only takes a quick scan of any cable news network to realize that we have entered a whole new…
Senate Finance Committee Releases Report On PPLI Tax Shelters
Often feeling like the lone voice in the wilderness, I have written about abuses involving so-called Private Placement Life Insurance…
We’re in Our Early 60s with $1.4 Million in Investments. Can We Afford to Withdraw $90k Per Year in Retirement?
There are going to be many factors that help you determine if you’re ready to retire to $90k per year…
My Tax Preparer Made a Mistake: What Can I Do?
By law, you are responsible for your own tax return. This is true even if you hire someone else to…
With Strong 2024 Growth, Chime Appears On Track For An IPO
Chime, the largest digital bank in America, grew its revenue to $1.7 billion in 2024, an increase of roughly 30%…
