Personal Finance

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Latest Personal Finance News

Keeping up with the Joneses: What it might be costing Americans

Jamie Feldman, 35 years old, lives in Brooklyn, N.Y. and is currently paying off nearly $20,000 in credit card debt.…

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How to Maximize Retirement Savings

Strategic planning and informed decision-making are key when it comes to how to maximize your retirement savings. By understanding the…

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What U.S. Tax Forms Must I File For My Foreign Retirement Plan?

As the world grows smaller, U.S. citizens and residents continue to find themselves entangled in complex U.S. foreign reporting. This…

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I’m 52 With $1.6 Million in a Taxable Brokerage Account and $1.1 Million in an IRA. Can I Retire Now?

It can be financially feasible to retire when projected retirement income equals or exceeds projected retirement expenses. In many cases,…

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Are Employee Stock Purchase Plans (ESPP) Pre-Tax?

Employee stock purchase plans (ESPPs) are benefits offered by companies to help employees invest in company stock at a discount.…

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IRS Whistleblower Office Reported More Claims In 2023, Awarding $1.2 Billion Since Start Of Program

Money really does talk—or perhaps it just makes it much easier. The latest annual report to Congress issued by the…

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When Can My Spouse Claim Social Security Benefits?

Knowing when a spouse can claim Social Security benefits can significantly impact retirement planning. Spousal benefits allow one partner to…

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Biden Wants To Expand Student Loan Forgiveness For This Borrower Group

The Biden administration has taken an initial step to extend a key student loan forgiveness program for public service workers…

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U.S. Bank Cash+ Visa Signature Card benefits guide

Key takeaways The U.S. Bank Cash+ Visa Signature Card is a unique rewards credit card that includes decent benefits and…

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Summer travel continues to set records

One of the biggest economic surprises of the past few years has been the continued strength in consumer spending —…

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