Q&A: Rebalancing your portfolio can trigger tax bills

Dear Liz: Is there a tax aspect to rebalancing your portfolio? You’ve mentioned the importance of rebalancing regularly to reduce risk. Answer: Rebalancing is basically the process of adjusting your portfolio back to a target asset allocation, or mix of stocks, bonds and cash. When stocks have been climbing, you can wind up with too […]

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Q&A: Feedback on a wedding conundrum

Dear Liz: You recently answered a writer whose fiancee was facing medical debts and other financial concerns. I was surprised you didn’t address the expected cost of their wedding, which the writer said was $5,600. Although that seems quite modest compared with the average wedding these days, it’s still $5,600 that could go to other […]

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Friday’s need-to-know money news

Today’s top story: What really matters with your first credit card. Also in the news: Getting a safer mortgage using lessons from 2008, what to do if Hurricane Florence hits your home and/or mortgage, and how to help Hurricane Florence victims. What Really Matters With Your First Credit Card Starting off strong. Get a Safer […]

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Thursday’s need-to-know money news

Today’s top story: 4 quick financial wins you can score in an hour. Also in the news: Why getting a mortgage may be easier now – and riskier, how to protect your savings from inflation, and why trip insurance may not help if Hurricane Florence ruins your cruise. Got an Hour? Chalk Up 4 Quick […]

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Wednesday’s need-to-know money news

Today’s top story: Ditching debt while budgeting for a baby. Also in the news: What to do if Hurricane Florence hits your home and/or mortgage, five people who are crushing student debt, and what you can learn from the last financial crisis to help you with the next. How I Ditched Debt: Changing Habits, Budgeting […]

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Got an hour? Chalk up 4 quick financial wins

Sometimes money is like technology. Getting stuff done — whether it’s updating an operating system or moving a bank account — often takes longer than it should. There are some money chores, though, that can be done a lot faster than you may think. In my latest for the Associated Press, four financial tasks that […]

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Tuesday’s need-to-know money news

Today’s top story: What to do if Hurricane Florence hits your home, mortgage. Also in the news: How to choose a college major with loan debt in mind, the pros and cons of product subscriptions, and the 10 cities where Millennials have the most debt. What to Do If Hurricane Florence Hits Your Home, Mortgage […]

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Monday’s need-to-know money news

Today’s top story: How to size up your property tax assessment. Also in the news: How to never miss a credit card payment again, what it takes to retire early, and how to save money by embracing the ‘pain of paying.’ How to Size Up Your Property Tax Assessment Don’t be caught offguard. How to […]

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Friday’s need-to-know money news

Today’s top story: Don’t be afraid to test-drive your car salesperson. Also in the news: How your net worth compares and what matters more, 5 family vacation planning tips learned on the fly, and creative strategies for lowering your debt-to-income ratio. Don’t Be Afraid to Test-Drive Your Car Salesperson Switch when you need to. How […]

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Thursday’s need-to-know money news

Today’s top story: 4 ways to get a sales price when there isn’t a sale. Also in the news: What to buy and skip in September, why your kid’s after-school job may mean tax homework for you, and why your credit card debt is worse than your mortgage debt. 4 Ways to Get a Sale […]

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