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Thursday’s need-to-know money news

April 2, 2020 By Liz Weston

Today’s top story: SmartMoney Podcast – Coronavirus and your portfolio. Also in the news: How to suspend or cancel car insurance temporarily, what to do when the Coronavirus crisis delays your wedding day, and Coronavirus food delivery options and how your credit card can help.

SmartMoney Podcast: Coronavirus and Your Portfolio
Managing the toll on your investments.

How to Suspend or Cancel Car Insurance Temporarily
Don’t pay for a car you’re not using.

What to Do When the Coronavirus Crisis Delays Your Wedding Day
Working with vendors and tips on paring back.

COVID-19: Food Delivery Options and How Your Credit Card Can Help
No-contact deliveries and savings on fees.

Filed Under: Liz's Blog Tagged With: car insurance, Coronavirus, food delivery, investment portfolio, SmartMoney podcast, tips, weddings

Friday’s need-to-know money news

March 27, 2020 By Liz Weston

Today’s top story: 7 credit card rules you can break in an emergency. Also in the news: How Gen X can start tackling its credit card debt, 6 tips to help your portfolio weather the coronavirus crash, and how to prep for and spend your government relief check.

7 Credit Card ‘Rules’ You Can Break in an Emergency
Times are different.

How Gen X Can Start Tackling Its Credit Card Debt
Don’t put it off any longer.

6 Tips to Help Your Portfolio Weather the Coronavirus Crash
Slow and steady.

How to Prep for and Spend Your Government Relief Check
Getting the most from your check.

Filed Under: Liz's Blog Tagged With: Coronavirus, credit card debt, credit card rules, Credit Cards, Generation X. tips, investment portfolio, stimulus check

Thursday’s need-to-know money news

May 30, 2019 By Liz Weston

Today’s top story: How to extend your (working) life. Also in the news: Renaming your budget, growing your garden with only a little green, and why you should check your investment portfolio once a month.

How to Extend Your (Working) Life
Preparing to work past retirement age.

If ‘Budget’ Sounds Like a Bummer, Try Renaming It
Whatever helps you stay on track.

Grow Your Garden With Only a Little Green
It could save you money at the grocery store.

Check Your Investment Portfolio Once a Month
Ignorance isn’t bliss.

Filed Under: Liz's Blog Tagged With: budgets, gardening, investment portfolio, Retirement, tips, working past retirement

Q&A: Rebalancing your portfolio can trigger tax bills

September 17, 2018 By Liz Weston

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 high an exposure to the stock market, which means any downturn can hurt you disproportionately.

There definitely can be tax consequences to rebalancing, depending on whether the money is invested in retirement plans.

Rebalancing inside an IRA, 401(k) or other tax-deferred account won’t trigger a tax bill. Rebalancing in a regular account could. Investments held longer than a year may qualify for lower capital gains tax rates, but those held less than a year are typically taxed at regular income tax rates when they’re sold.

Tax experts often recommend selling some losers to offset winners’ gains, and “robo advisor” services that invest according to computer algorithms may offer automated “tax loss harvesting” to reduce tax bills.

Filed Under: Investing, Q&A, Taxes Tagged With: investment portfolio, q&a, Taxes

Friday’s need-to-know money news

February 16, 2018 By Liz Weston

Today’s top story: 12 African-American financial gurus to follow in 2018. Also in the news: 3 ways to screw up your investment portfolio, the fee for U.S. Passports is increasing, and watching out for fake car deals this Presidents’ Day Weekend.

12 African-American Financial Gurus to Follow in 2018
Learning from the pros.

3 Ways to Screw Up Your Investment Portfolio
What NOT to do.

Act Now Before the Fee for New U.S. Passports Increases
Make your changes soon.

Watch Out For Fake Car Deals This Presidents’ Day Weekend
Don’t get taken for a ride.

Filed Under: Liz's Blog Tagged With: African-American financial gurus, car deals, investment portfolio, passports, Presidents' Day

Monday’s need-to-know money news

May 8, 2017 By Liz Weston

Today’s top story: VA Loans vs Conventional Mortgages. Also in the news: How much you can spend each month, how investors can sabotage their own portfolios, and what the AHCA ‘s preexisting condition rules could cost you.

VA Loans vs. Conventional Mortgages
The important differences.

How Much Can I Spend Each Month?
Creating a monthly budget.

How Investors Can Sabotage Their Own Portfolio Returns
Overconfidence can become a problem.

What the AHCA’s preexisting condition rules could cost you
Be prepared.

Filed Under: Liz's Blog Tagged With: AHCA, budgets, health insurance, investment portfolio, mortgage, VA loan

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