Tag: personal finance
Series I bond rate expected to fall to roughly 6.48% in November
Morsa Images | E+ | Getty ImagesFixed rate for I bonds will 'most likely be zero'I bond rates have two parts, a fixed rate, which remains the same aft [...]
The 2022 holiday shopping season has started
Amazon's Prime Early Access Sale may be over, but the discounts have only just begun."Black Friday is here," said Julie Ramhold, a consumer analyst at [...]
Young, wealthy investors are turning to alternative investments
More advisors are using alternative investmentsAlternative investments typically fall into four categories: hedge funds, private equity, "real assets" [...]
What to look for in your credit report to lower borrowing costs
vitapix | E+ | Getty ImagesYour credit score can make or break your ability to open a credit card or buy a new car or home at attractive interest rate [...]
IRS delays rules for some inherited retirement accounts until 2023
Zinkevych | iStock | Getty ImagesIf you inherited a retirement account in 2020 or 2021, the IRS is waiving penalties for some heirs who needed to star [...]
Here’s how uber-rich pass wealth tax-free to heirs during down markets
Brand New Images | Stone | Getty ImagesA lousy stock market is often no reason for investors to cheer. But for the uber-rich, it may offer a route to [...]
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 [...]
Mega Millions jackpot is $410 million. 3 key things to do if you win
Will Lester | Medianews Group | Getty ImagesThere's a chance that a Mega Millions player is going to wake up Saturday morning with a $410 million wind [...]
Why benefits open enrollment season may cost you more this year
sturti | E+ | Getty ImagesDon't be surprised if you spend more time this year picking health-care benefits during open enrollment season. Between risi [...]
CNBC’s FA 100 recognizes advisors who help people make smart money moves
Marko Geber | DigitalVision | Getty ImagesIn times of uncertainty — turbulent markets, high inflation, geopolitical turmoil — we often write about wha [...]
How to protect your finances from natural disasters like Hurricane Ian
Tap emergency resourcesReach out to the Federal Emergency Management Agency, Disaster Assistance Improvement Program and the American Red Cross, as we [...]
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 [...]
These are the best IRS options if you can’t pay your income taxes
Srdjanpav | E+ | Getty ImagesThe tax-extension deadline is approaching on Oct. 17, and a record 19 million Americans filed for more time to manage the [...]
IRS erred on child tax credit payments for millions of families
The IRS skipped about $3.7 billion in advance child tax credit payments for 4.1 million eligible households, but sent more than $1.1 billion to 1.5 mi [...]
Pairing up? How to know when it’s time to combine your finances
Hispanolistic | E+ | Getty ImagesMoney may not be top of mind if you're in love, but it deserves some serious consideration if you want a lasting rela [...]