Personal Finance

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The 9 smartest things to do with your annual bonus

Key takeaways It’s important to prioritize your financial goals and make a plan for your…

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What is the draw period on a HELOC and how does it work?

In this article Caret Down Caret Up Key takeaways The draw period is the initial…

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Capital One Quicksilver benefits guide

Halfpoint Images/Getty Images Key takeaways The Capital One Quicksilver Cash Rewards Credit Card offers a…

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Common personal loan myths — and the actual facts you should know

Key takeaways A personal loan may be a less expensive option compared to other means…

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I’m Selling My House and Netting $480k. Can I Avoid Taxes While Downsizing for Retirement?

In most cases, when selling your primary residence you can exclude $500,000 of the gain…

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What to Know Before Hiring an Advisor for Your Retirement Plan

Financial advisors who offer retirement planning services play an important role in the financial services…

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In Baseball And Corporate Proxy, Change Can Be A Home Run

Some of our biggest rites of spring are changing for the better. Of course, I’m…

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Simplify Your Budget To 3 Categories So You Can Retire Early

Roughly 1 in 4 Americans don’t think they need a budget, according to a Credit.com…

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As Tax Day Gets Closer, Don’t Panic—Simply File For An Extension

Earlier today, I had a conversation with a taxpayer who was questioning a tax preparer’s…

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H&R Block’s Tax Day Outage Frustrates Last-Minute Filers

H&R Block said it experienced technology outages on Monday, temporarily preventing thousands of last-minute tax…

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