Setting smart, achievable goals is important if you want to take charge of your financial life. But many of us are surprisingly bad at choosing the goals that actually matter most to us. Investment research firm Morningstar had 318 people write down their top three financial priorities, then showed them a master list of goals […]
Recent Blog Posts
Q&A: Take a look behind the credit-score numbers game
Dear Liz: I recently got an email from my credit card issuer stating my credit score had just dropped 21 points. Having a good credit score and not aware of any recent adverse actions, my first reaction was alarm. Checking with the issuer online, I saw only advertisements for “protect your credit” services, so I […]
Q&A: Heirs need a pro to sort our tax issues
Dear Liz: I know that when a person dies, their beneficiaries typically will inherit a home or other real estate at the current market value with no taxes owed on the appreciation that happened during the person’s lifetime. Does that hold true for stocks as well? Answer: Usually, yes, but there are some exceptions. If […]
Friday’s need-to-know money news
Today’s top story: 12 African-American financial gurus to follow in 2019. Also in the news: How minimalism can declutter your finances, 11 Presidents Day sales to shop this weekend, and 6 small business tax deductions. 12 African-American Financial Gurus to Follow in 2019 Personal finance experts share their best advice. Minimalism Can Declutter Your Finances, […]
Thursday’s need-to-know money news
Today’s top story: What homeowners must remember at tax time this year. Also in the news: A GOP proposal to take student loan payments straight from your paycheck, why you might not have to pay that medical bill, and the biggest financial mistake women make. Here’s What Homeowners Must Remember at Tax Time This Year […]
Wednesday’s need-to-know money news
Today’s top story: Don’t let friends and family pick your financial advisor. Also in the news: A month with the 50/30/20 budget plan, what the confusing terms in your 401(k) plan mean, and a growing number of Americans have more credit card debt than savings. Don’t Let Friends and Family Pick Your Financial Advisor Due […]