Personal Finance
Latest Personal Finance News
The SALT Cap After 2025
Ted Peterson of the University of North Texas Ryan College of Business discusses the SALT deduction cap and its potential…
Leaving Social Security Untouched May Drive 3.8M Seniors Into Poverty
Politicians love to say they “won’t touch” Social Security, as if leaving the program alone will protect older adults. In…
I’m 52 With $1.6 Million in a Taxable Brokerage Account and $1.1 Million in an IRA. Can I Retire Now?
It can be financially feasible to retire when projected retirement income equals or exceeds projected retirement expenses. In many cases,…
Is the Amex Gold worth it?
Key takeaways The American Express® Gold Card is worth it for foodies, Uber lovers and frequent travelers. The Amex Gold…
Where to park you down payment this summer
My girlfriend and I have saved what, to us, feels like a life-changing amount of money. It’s the most we’ve…
Americans Want ‘Open Banking’ (But Don’t Know What That Means)
OBSERVATIONS FROM THE FINTECH SNARK TANK More and more, whenever I see the term “open banking” being used, my eyes…
IRS Urges Taxpayers To Seek Out Trusted Tax Pros, Not Social Media, For Tax Advice
The IRS has issued a consumer alert after seeing bad advice circulating on social media about several credits, including a…
Banking Regulators Issue More Warnings About Fintech Partnerships
In a memo released yesterday, the Office of the Comptroller of the Currency (OCC), the Federal Reserve, and the Federal…
When Can My Spouse Claim Social Security Benefits?
Knowing when a spouse can claim Social Security benefits can significantly impact retirement planning. Spousal benefits allow one partner to…
What do the 3 credit bureaus do?
Key takeaways The three major credit bureaus are Equifax, Experian and TransUnion. The credit bureaus manage records on your accounts,…
