Tag: Financial planning

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Here’s how to pay 0% capital gains taxes with a six-figure income

Here’s how to pay 0% capital gains taxes with a six-figure income

Luminola | E+ | Getty ImagesIt's natural to fixate on portfolio losses, especially with the S&P 500 down more than 20% for the year.But you may st [...]
Here’s how we determine the FA 100 ranking for 2022

Here’s how we determine the FA 100 ranking for 2022

Peopleimages | Istock | Getty ImagesCNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for t [...]
Here’s how to pick the best charitable giving strategy

Here’s how to pick the best charitable giving strategy

Catherine Mcqueen | Moment | Getty ImagesIt's easy to transfer cash when a charity pulls at your heartstrings. But other giving strategies may provide [...]
What the inverted yield curve means for your portfolio

What the inverted yield curve means for your portfolio

Morsa Images | E+ | Getty ImagesAs investors digest another 0.75 percentage point interest rate hike by the Federal Reserve, government bonds may be s [...]
The extended tax deadline is Oct. 17. Here’s what filers need to know

The extended tax deadline is Oct. 17. Here’s what filers need to know

Cecilie Arcurs | Getty ImagesThere's about one month until the Oct. 17 tax deadline extension, and experts say filers need to prepare, especially for [...]
Pro athletes Isaiah Thomas and Dexter Fowler dish about top money tips

Pro athletes Isaiah Thomas and Dexter Fowler dish about top money tips

Malerapaso | Istock | Getty ImagesHUNTINGTON BEACH, Calif. — Professional athletes are faced with a difficult task early in their careers — learning t [...]
NBA star James Harden throws his support behind financial literacy

NBA star James Harden throws his support behind financial literacy

James Harden of the Philadelphia 76ers looks to pass against the Toronto Raptors during game five of the Eastern Conference First Round on April 25, 2 [...]
How much cash you need in an emergency fund at every career stage

How much cash you need in an emergency fund at every career stage

Nirunya Juntoomma | Istock | Getty ImagesIf you're feeling unsteady amid stock market volatility, high inflation and rising interest rates, you may wo [...]
Despite recession fears, most investors haven’t shifted 401(k) assets

Despite recession fears, most investors haven’t shifted 401(k) assets

Morsa Images | E+ | Getty ImagesMany investors worry a recession is coming amid rising interest rates, high inflation and stock market volatility. But [...]
Do you make too much for student loan forgiveness? Here’s what to know

Do you make too much for student loan forgiveness? Here’s what to know

If you're one of the millions of Americans with student loans, President Joe Biden's forgiveness plan may be welcome relief.However, there are some ke [...]
IRS interest jumps on Oct. 1. How much you’ll get for a missing refund

IRS interest jumps on Oct. 1. How much you’ll get for a missing refund

How to calculate your interestThe interest is an annual rate compounded daily, meaning you divide the 6% rate by 365, explained Tommy Lucas, a certifi [...]
Investors are piling into junk bonds. What to know before buying

Investors are piling into junk bonds. What to know before buying

Investors have been pouring money into high-yield bonds, which typically pay more interest for taking on greater risk. But these investments are also [...]
Climate change is making some homes too costly to insure

Climate change is making some homes too costly to insure

Firefighters pull up to a burning house during the Kincade fire in Healdsburg, California, on Oct. 27, 2019.Josh Edelson | Afp | Getty ImagesAs climat [...]
Employee stock purchase plans may be risky. What to know

Employee stock purchase plans may be risky. What to know

How employee stock purchase plans worksTypically offered to all employees, ESPPs may allow you to purchase company stock at a discount of up to 15%, c [...]
Advisors turn to alternative investments to further diversify clients

Advisors turn to alternative investments to further diversify clients

Marko Geber | DigitalVision | Getty ImagesAfter battling downturns in the stock and bond markets, more financial advisors looking to further diversify [...]
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