Skip the searching and find the top financial products of 2024, all in one spot. From insurance companies to investment accounts, we’ve got you covered.
Personal Finance
What Happens To An Annuity If Your Insurance Company Fails?
Annuities are often marketed as a safe and reliable source of income, especially in retirement.…
Available Education Tax Credits You Can Claim
For students and their parents, there are two tax credits that can help with the…
Can You Deduct Property Taxes on Your Tax Return?
When tax season rolls around, homeowners often wonder if property taxes are deductible on their…
I’m 65 and Retiring Soon. How Should I Structure My $890k Portfolio?
Do you have a backup plan?This is one of the key questions when it comes…
California’s homeowners insurance industry faces rough road ahead as wildfires continue
The California wildfires have brought widespread disaster to communities in Southern California. It’s also contributed…
Getting A 401(k) Match From Your Employer: What It Means And How It Works
Key takeaways A 401(k) match allows an employee to receive “free” money from their employer…
What Happens If You File an Extension But Owe Money?
Filing an extension can give you extra time to complete your tax return, typically pushing…
What Tax Bracket Does It Make Sense to Start Converting Traditional IRA to a Roth?
Your current tax bracket is an important consideration when evaluating whether to convert a tax-deferred…
Fed hits pause on interest rate cuts for now
Interest rates will stay higher for longer as the Federal Reserve pauses further interest rate…
Freedom Flex Q3 categories: Solid, but not spectacular
In 2024, I completed a “perfect year,” maximizing all of the quarterly bonus categories on…
How to File for a Tax Extension in All 50 States
Filing a state tax extension can provide extra time to prepare and submit your state…
We’re in Our 70s With Our Home Paid Off and $350k in IRAs. Can a Nursing Home Take Any of It?
A nursing home cannot unilaterally take your assets or property, even if you are staying…
Stay Connected
Must Read
