Personal Finance
Latest Personal Finance News
So You Have Reached The $1 Million Milestone. What Now?
Earning a million dollars is a significant milestone for anyone, whether achieved through entrepreneurship, investment, inheritance, or steady savings. If…
I Want to Convert $865k to a Roth IRA. How Do I Avoid Paying Taxes?
Converting a large sum like $865,000 to a Roth IRA is a strategic move for long-term tax benefits – including…
How to get a personal loan in 9 steps
Key takeaways Determine how much you need before you apply to avoid requesting more money after you’re approved or borrowing…
How to take a summer vacation without busting your budget
I love the late sunsets and warmer weather this time of year. I live in New York, so it’s not…
Are banks open today? Federal bank holidays in 2024
Daniel Acker/Bloomberg via Getty Images Our writers and editors used an in-house natural language generation platform to assist with portions…
Will Generative AI Banish The Spreadsheet From Insurance Underwriting?
The age-old insurance underwriting model worked well for a traditional environment of slower and more predictable change, with similar processes…
Tax Court Denies Roughly $40 Million IRS Innocent Spouse Relief Claim
Married taxpayers can file their taxes together or separately. Because it is often more tax-advantageous and convenient to file together,…
When To Finalize Paying For College This Year
Navigating the upcoming 2024-25 academic year has been a challenge for families, at least when it comes to securing financial…
How do you qualify for a debt consolidation loan?
Key takeaways Although lenders differ, most require that borrowers have a good credit score, a low debt-to-income ratio and a…
Why you should avoid deferred interest offers
Key takeaways Deferred interest offers allow consumers to make purchases and avoid interest charges during a promotional period, which usually…
