Year-End Financial To-Dos
Even in a pandemic year, there are a few financial to-do items that need to be completed by the December 31 deadline.
Even in a pandemic year, there are a few financial to-do items that need to be completed by the December 31 deadline.
Make sure you're using tax-free accounts to your best advantage, and avoiding Medicare penalties.
Fidelity turned one of our columns into an infographic! Learn Kirsty Peev's tax-efficient portfolio tips.
How to navigate challenging financial times with your spouse or partner — and maybe even improve your long-term financial picture at the same time.
It's apples and oranges...but you can still benefit from Warren Buffett's most powerful investing tool.
With the right approach, you may be able to reduce your tax bill for the 2020 tax year! And with the recent passing of the SECURE Act, there are a few changes you need to know about.
Our favorite things to watch...with a financial twist, of course!
There are a lot of large and small tasks that go into improving your financial life from year to year. Here's how to motivate yourself to get all of it done.
Melissa Sotudeh shares how parents can take on some of the Financial Independence/Retire Early principles in a less extreme way.
We take tax efficiency seriously at Halpern Financial--and not only at tax season!
What does the Konmari home tidying craze have to do with personal finance? Actually, a lot!
Behavioral finance is the key to overcoming instincts that once served us well from a survival standpoint...but are not so helpful in your portfolio.
As an investor you should examine every cost associated with your financial life. Are you getting value for what you’re paying?
Ted Halpern shares his personal story and advice to regain account security after a hack.
The initial meeting with a financial advisor is a two-way interview. But if you do not have a financial background, it’s hard to even know where to start.
Charitable giving is wonderful to do, and it can be tax efficient too.
As an avid runner and a certified financial planner, I see many parallels between the marathon world and retirement planning. Both require a strategy and the discipline to reach your goal — be it reaching mile 26 or retiring to Florida.
How likely is a correction, anyway, and how worried should you be?
Live a little bit of your dreams for the future today. Make an expensive hobby more affordable with these tips.
Be inspired and learn something too from our HFI Book Club reads.