Opinion: A switch to ‘premium’ can keep you invested amid the tech wreck in stocks

It seems as if the stock market is punishing all technology companies regardless of performance. That underlines a set of opportunities for long-term investors. There were many eyes on this cycle of t...

Credit carnage spurs bargains on bonds tied to $16 trillion pile of U.S. household debt

Big bargains have made a roaring comeback on bonds tied to the $16.2 trillion pile of U.S. consumer debt. Higher borrowing costs, tighter credit conditions and sharp losses have been defining forces o...

Health insurance terms to learn as open enrollment begins

Halfpoint Images | Moment | Getty Images It’s open enrollment season, the time each year when millions of American workers and retirees must choose a health plan, whether new or existing. But pi...

The future looks gloomy for retirees — if you look closely at financial history

Retirement planning requires us all to become historians. Surely not, you object: Do we really have to become proficient in yet another subject? Unfortunately, yes. Regardless of whether you’re aware ...

‘I lost over 21% in 2022.’ I’m 72, retired, and have worked with my financial adviser for six years. I know markets are down, but this massive loss is worrying. Shouldn’t my adviser have had a plan to manage risk at my age?

How to find the right financial adviser. Getty Images/iStockphoto Question: I’ve been with a financial adviser for 5-6 years. My average annual return is only 4.7%. I’m down 21% in 2022 through Octobe...

These are the $30,000 questions you need to ask yourself if you want to get richer, says personal finance guru Ramit Sethi (and psst: pros say he’s got a point)

When it comes to building wealth, entrepreneur Ramit Sethi says it’s important to focus on the bigger picture. Getty Images No, it’s not about the latte — well, at least according to Ramit Sethi, entr...

Fidelity, ForUsAll offering 401(k) investors access to cryptocurrency

Justin Tallis | Afp | Getty Images Retirement savers in some 401(k) plans are starting to get access to cryptocurrencies like bitcoin. Fidelity Investments, the largest provider of 401(k) plans by tot...

Free returns may be over as retailers introduce stricter policies

Policy adjustments ‘deter the consumer from returning’ With rising costs squeezing margins, many retailers are rethinking their return policies, shortening the return window and even charg...

High-net-worth donors can amplify impact with ‘recoverable grants’

Miniseries | E+ | Getty Images Anyone watching the markets this year knows that it’s been a bumpy ride. But investors and the corporate sector aren’t the only ones feeling the pinch as fin...

How your credit score affects the cost to finance a car

Tim Boyle | Bloomberg | Getty Images Although prices for new cars are moderating a bit, financing a vehicle purchase hasn’t been getting any cheaper. With the Federal Reserve’s latest inte...

‘This has gone on too long’: The bank paid itself $18,000 in fees. My late father’s trust has not been distributed. What recourse do I have?

My father’s father set up a trust at a major bank with my father and the bank’s trust department as co-trustees. My father died at the end of last year; upon his death, the trust was supposed to be di...

More than 1 in 4 workers making $200K or more now say they live paycheck to paycheck. So even rich people are struggling to save, and pros offer 3 solutions

As many as 93% of rural and 92% of urban consumers say they’re noticing higher prices due to rising inflation, according to a report. Getty Images/iStockphoto Making bank doesn’t mean you have loot sa...

After her accountants pulled her aside, supermodel Tyra Banks — worth an estimated $90 million — realized she was doing this money move ‘to a fault.’ Ironically, some pros say it’s a mistake you should make too

Tyra Banks Getty Images for TIME Tyra Banks is worth an estimated $90 million, according to CelebrityNetWorth.com, but the supermodel and businesswoman, who grew up pinching pennies, admitted to Money...

‘Am I being ripped off?’ I moved into my husband’s home. I pay for groceries. The rental income from my apartment goes into our joint savings.

I read one of your previous columns regarding the boyfriend who wants the letter writer to move in. My case is similar, but we have already made a decision on how to structure our finances as they rel...

Suze Orman says there is ‘no substitute’ for making this simple money move — and it’s now more lucrative than it has been in over a decade

Suze Orman Anna Webber/Getty Images For financial guru and best-selling author Suze Orman, savings is not only essential, it can help you “sleep better” and “live a better life.” (And thankfully, some...

20 dividend stocks that may be safest if the Federal Reserve causes a recession

Investors cheered when a report last week showed the economy expanded in the third quarter after back-to-back contractions. But it’s too early to get excited, because the Federal Reserve hasn’t given ...

Treasury Department sold record $1 billion of Series I bonds on Oct. 28

The U.S. Treasury Department in Washington. Al Drago/Bloomberg via Getty Images I bonds broke daily, weekly and monthly sales records The Treasury sold $979 million of I bonds before the deadline on F...

Here’s exactly where ‘whiplash-inducing’ mortgage rates are headed this year, according to 6 economists and real estate pros

Where are mortgage rates headed? Getty Images Rates are trending upwards, pros say. Indeed, many pros say estimate that the Federal Reserve will raise interest rates in November and December. And for ...

Americans are running towards the safety of cash — but here are 3 ways they could screw that all up, pros say

Mistakes Americans may be making with their savings Getty Images With markets down and a potential recession looming, investors are running for the safety of cold, hard cash. Indeed, they’ve sidelined...

Affluent shoppers embrace secondhand shopping

Bargain hunting is certainly not new. But with the Covid pandemic came a surge in “thrifting,” or buying and selling pre-owned goods. At first, some families under financial pressure looke...

Move over Florida — Pennsylvania dominates ‘Best Places to Retire’ rankings

Sure, Florida still has some allure for retirees, but Lancaster, Pa. nabbed the top spot for the best retirement destination amid concerns about housing affordability. According to U.S. News & Wor...

40% of households will pay no federal income tax this year. Why that’s good news.

Millions of workers are bouncing back — and making enough money to pay Uncle Sam. Some 72.5 million households or 40% of households will pay no federal income tax this year, down from the pre-pandemic...

Opinion: Forget the $22,500 limit, some workers can supersize their tax-deferred retirement savings up to $265,000 in 2023

If you really want to rev up your retirement savings and minimize income taxes, the best thing to be is a late-career professional in private practice. When you’re making a lot of money and are close ...

When retirement is a month away, here’s what you need to do

When retirement is coming up close—and you have that exciting date in mind—make sure you have everything organized to make it a seamless, enjoyable transition.  Retirement Tip of the Week: Before you ...

Should You Retire Early to Get a Larger Lump Sum on Your Pension?

The math on when and how to retire is shifting for millions of workers with pension plans. Blame the steep rise in interest rates. When workers retire with a pension, many are given a choice between r...

What an inverted yield curve means for the economy

Catherine Yeulet | Getty Images What the inverted yield curve means Generally, longer-term bonds pay more than bonds with shorter maturities. Since longer-maturity bonds are more vulnerable to price c...

What a ‘mysterious disappearance’ insurance clause means

Lauren Bates | Moment | Getty Images If history is a guide, insurance claims for unexplained disappearances will jump this Halloween. Renters and homeowners insurance claims related to a “myster...

Powerball jackpot hits $1 billion. If you win, here’s the tax bill

The jackpot for Powerball’s Monday night drawing is a whopping $1 billion. Sort of, anyway. The advertised number represents the pretax amount you’d get if you were to receive your windfal...

Here are the legal and personal ramifications of dying without a will

C.j. Burton | The Image Bank | Getty Images What happens if a loved one dies without a will? Millions of us are bound to find out, as two-thirds of American adults have no will, according to a recent ...

What ‘millionaire tax’ plans on California, Massachusetts ballots mean for taxpayers

How states plan to spend ‘millionaire tax’ revenue While the proposed taxes sound similar, there are differences in how each state plans to use the revenue.  In Massachusetts, assuming vot...

Chinese Stocks Look Cheap. But Bargain Hunters Risk Losing Big.

Thirty years ago this past week, Eaton Vance launched a U.S. mutual fund for investing in China. I remember the wholesaler’s sandwiches. A mutual fund wholesaler, if you’re unfamiliar with the term, i...

Retired? Here Are 3 Things You Need to Get Right.

So much financial planning is focused on getting people to retirement. Planning and investing during those golden years is even more critical because missteps can be disastrous.  Spending down money i...