Personal Finance
Latest Personal Finance News
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…
What is a low-interest personal loan?
A low-interest personal loan is any loan with an interest rate under the current market average. As of April 17,…
Credit card information: The basics you need to know
Key takeaways Printed on a credit card, you’ll find the card number, the cardholder's name, when the card expires and…
Cash stuffing: How this trendy budgeting method works
Although cash stuffing is a technique that’s been around for a while, it’s resurged in recent months — particularly among…
Meet The Billionaire Bond Investor Behind Chelsea F.C., Springsteen’s Songbook And The LA Dodgers
Drawing from Warren Buffett’s playbook, Todd Boehly has used the cash generated from his boring–but dependable–annuities business to build a…
Who Will Benefit From O.J. Simpson’s Estate? It’s Complicated
Before he died from cancer at the age of 76 earlier this month, O.J. Simpson never voluntarily paid any of…
What’s Your Wealth Activation Score?
Whether you’re trying to get rich quickly or slowly, there are a plethora of playbooks out there about saving, investing,…
I’m 55 With $900,000 in an IRA. Should I Convert $100,000 Per Year to a Roth to Avoid RMDs?
At age 55 with $900,000 in a traditional individual retirement account (IRA), converting $100,000 per year to a Roth IRA…
