Personal Finance
Latest Personal Finance News
How AI Is Distorting The Returns Of Vanguard’s Largest ETFs
Recent returns for VOO and VTI seem to confound conventional wisdom that stocks of small and medium companies outperform large-cap…
IRS Issues Guidance On Penalty Exceptions For Emergencies And Domestic Violence Victims
Typically, when you make an early withdrawal from your retirement plan, you are socked with a 10% additional tax (an…
Tax Return Preparer’s Mistakes Or Fraud: Innocent Taxpayer Takes Hit
My earlier article reviewed the various tax statutes of limitations prescribing the length of time the Internal Revenue Service has…
VAT And Platform Economy: Unanswered Questions And An Uncertain Future
On June 21, 2024, the Economic and Financial Affairs Council (ECOFIN) Council failed to reach an agreement on the VAT…
Why Do, Why Don’t, And Why Should People Hire A Financial Advisor?
Every great financial advisor has heard some version of the following from a client or prospective client: “I wish I’d…
The Fed Rate Is Unchanged. Here’s What That Means For Your Wallet
The Federal Reserve decided to hold interest rates steady at 5.25% to 5.5%. While inflation remains elevated (Consumer Price Index…
No Break In News This Summer As Tax World Stays Hot
This is a published version of our weekly Forbes Tax Breaks newsletter. You can sign-up to get Tax Breaks in…
20 Companies With Fat Profit Margins
Some call it greed, some call it "quality of earnings." Net margins can go to extremes. Written by Hyunsoo Rim…
Guide to the 2024 Discover cash back calendar
Editor’s note: Some of the Discover offers on this page may be expired. Check out our Best Credit Cards page…
Current bonus categories: Chase, Discover and Citi
South_agency/Getty Images Key takeaways Cash back cards that feature rotating bonus categories reward you higher cash back rates for spending…
