Personal Finance

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Latest Personal Finance News

I’m a payments analyst. Here’s how my family is paying for things at the Paris Olympics

My wife Chelsea and older daughter Ashleigh are currently in Paris attending the Olympics. As someone who studies the payments…

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Trump Calls For Eliminating The Income Tax On Social Security Payments

When Donald Trump broached the idea of getting rid of federal income taxes on Social Security payments, critics immediately dumped…

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What Retirement Accounts Can Be Held Jointly?

While bank accounts and many other financial accounts can be jointly owned, retirement accounts like IRAs and 401(k)s are inherently…

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Essential Businesses Bear The Brunt Of ERC Denials, Tax Pros Say.

The Employee Retention Credit (ERC) – sometimes called the Employee Retention Tax Credit or ERTC – is a refundable tax…

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FAFSA For 2025-2026 Set To Open On December 1 After Soft Launch Period

The Department of Education announced that the 2025 - 2026 Free Application For Federal Student Aid (FAFSA) will be available…

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How to do a balance transfer with Chase

Key takeaways If you want to consolidate high-interest credit card debt, transferring a balance to a Chase credit card with…

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3 Upcoming Student Loan Forgiveness Dates Could Have Big Implications For Borrowers

Student loan forgiveness continues to be a major topic in national discourse as the Biden administration works to implement relief…

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States With Tax Breaks for Renters: Do You Qualify?

“Tax breaks for renters are different from homeowners,” said Aaron Cirksena, CEO and Founder of MDRN Capital. “To qualify, renters need…

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Can Employers Recover Their Attorneys’ Fees In ERC Refund Litigation?

In a recent news release, the IRS announced that it intends to deny “tens of thousands” of ERC refund claims…

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The FATCA Wars: Jenny’s Day In Court

In the latest In the Pages video, Filippo Noseda, legal counsel for U.K. citizen Jenny Webster, and Robert Goulder discuss…

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