Personal Finance
Latest Personal Finance News
Private Student Loan Forgiveness Application Is Now Available, But Few Are Aware
Borrowers with privately-owned school debt have a new option for student loan forgiveness. A major national private student loan lender…
How to get a $100,000 personal loan
It’s relatively simple to find personal loans $10,000, $25,000 or even $50,000 with reasonable interest rates. However, getting a $100,000…
Best savings accounts for new college grads
School’s out, and 2024 college graduates are starting out in the professional workplace — or are close to it. Among…
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…
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…
The Civil War Income Tax Was Failing. Could A Crackdown On Cheats Save It?
America’s first income tax was a disappointment, at least to the editors of Scientific American. In a January 9, 1864,…
Capital Gains Taxes Are Hurting The Fine Art Market, But Not How You Think
This year’s New York art auctions disappointed. The $1.4 billion in spring sales were 22% lower than 2023, and off…
How High Interest Rates Turbocharged A Struggling Robo-Advisor
It took 14 years, but Wealthfront has finally become profitable—thanks to Fed Chairman Jerome Powell. Here’s how it intends to…
Maximizing The Federal Gift Tax Annual Exclusion: A Brief Guide For Savvy Taxpayers
With the potential sunset of the Tax Cuts and Jobs Act forthcoming at the end of 2025, much of the…
U.S. Tax: 4 Tips For Americans Receiving A Foreign Inheritance
While an American may feel a mix of joy and sorrow when receiving a foreign inheritance—happy about the financial windfall…
