Personal Finance

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Latest Personal Finance News

Should You Handle Your Own IRS Tax Audit Or Hire A CPA Or Lawyer?

Should you handle your own tax audit or dispute? Usually the answer is no, for a variety of reasons. For…

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These 3 States Could Block Student Loan Forgiveness And Increase Payments For 8 Million Borrowers

One of President Joe Biden’s central student debt relief initiatives faces mounting legal challenges, even while millions of borrowers benefit.…

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Untipped: Why Trump’s Tax Cut Promise Would Hurt Many Service Workers

Former President Trump’s proposal to exempt all tips from federal tax would benefit few tipped workers and hurt many. Tax-free…

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Medicare Advantage Plans To Be Squeezed Next Year, Reduce Benefits

Medicare Advantage plans are popular. They’re estimated to have enrolled more than half of Medicare beneficiaries for the first time…

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Chase Ultimate Rewards travel portal review: A messy trip, but not their fault

Booking travel through a credit card issuer’s portal — which is essentially their version of an online travel agency (OTA)…

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OECD African Tax Transparency Sees Explosive Progress

There’s a tax case brewing in South Africa involving one of the country’s banks, an alleged gold smuggling ring, and…

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Is Your Money Really Safe In An ‘FDIC-Insured’ Fintech Account?

The answer–as evidenced by the collapse of Synapse–is not necessarily. Here’s what you need to know. By Emily Mason, Forbes…

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5 Estate Planning Lessons From ‘House Of The Dragon’

“In the game of thrones, you win, or you die.” This quote from Game of Thrones captures Westeros’s ruthless struggle…

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Is The American Express Platinum Card Worth The $695 Annual Fee?

Price is only an issue in the absence of value, and the American Express Platinum Card brings value. Keep reading…

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Developing An Unfair Advantage In Human Communication: Truly Listening

One of the most knowledgeable financial advisors I’ve ever observed had one of the worst communication tendencies one could have…

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