Personal Finance

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Latest Personal Finance News

How to manage debt with a balance transfer card

Key takeaways Before taking on a balance transfer offer to consolidate debt, budget for a monthly payment plan to pay…

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How To Survive An IRS Employment Tax Audit

In recent years, the IRS has devoted more resources to employment tax matters. In addition to standard non-reporting and non-payment…

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This Week In Credit Card News: Will Venmo And Zelle Continue To Be Free?

Venmo and Zelle May Not Be Free for Much Longer With new technologies come new rules governing how they are…

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I’m 62 With $425k in a Roth IRA and $2,600 per Month between Social Security and Pension. Can I Retire Now?

For many people, early retirement means 62. This is the age they can start withdrawing money from their retirement accounts…

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Back To School…Estate Planning? POAs For College Bound Kids

Every year when August arrives, many high school graduates and their parents turn their attention to the college bound chaos…

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The 50 Over 50 Reflects On 50 Years Of Equal Credit Access For Women

In 1974, President Gerald Ford signed the Equal Credit Opportunity Act into law, making it illegal for lenders to require…

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Owning Your Future: How Homeownership Is Stable Path To Wealth

While renting might seem like less stressful option because of flexibility, owning a home is still a cornerstone of the…

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Reasons to have a local bank

Key takeaways A local bank typically offers products and services tailored to consumers and businesses in the community where the…

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Renting Right: Flipping The Script On Wealth Building In Sky-High Markets

If you were not in the fortunate bunch to lock in a nothing percent mortgage in 2020-2021, I get it,…

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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…

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