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Personal Finance
AI financial advisers may soon outperform humans in wealth management decisions
For decades, Americans were given the same advice about money: Find a good financial adviser.…
Zelle Volume Heads Towards $1 Trillion, As Banks’ Cash App Spreads To Small Business Payments
Bank customers used Zelle to transfer $806 billion in 2.9 billion payments last year, up…
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…
Verizon clears $10M in debt for North Carolina residents impacted by Hurricane Helene
Verizon is teaming up with ForgiveCo to clear $10 million in consumer debt for more…
Stocks Vs. ETFs: Which Should You Invest In?
Key takeaways There are many different ways to invest, but most investors hold stocks or…
Whose Tax Plan Are We Under in 2025?
In 2025, the United States operates under the tax framework established by the 2017 Tax…
Can You Reinvest Your RMD into a Roth IRA?
Reinvesting a required minimum distribution (RMD) into a Roth IRA isn’t allowed directly, since RMDs…
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