A Couple in Their 80s Wants to Do Roth Conversions. Should They?
Sun, 19 Oct 2025 14:00:00 GMT
Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them becomes incapacitated.
The latest personal finance news, analysis and insights, covering retirement, how to manage your savings, tax guidance and more.
Sun, 19 Oct 2025 14:00:00 GMT
Glen and Harriett Hager have done a lot of estate planning. But they want to get their finances set in case one of them becomes incapacitated.
Sun, 19 Oct 2025 09:30:00 GMT
A study finds that first-year female students who didn’t get their preferred class were less likely to graduate, among other effects.
Sun, 19 Oct 2025 00:00:00 GMT
One woman’s quest to recover more than $50,000 in missing 401(k) money shows the risks in some small retirement plans.
Sat, 18 Oct 2025 13:00:00 GMT
One simple way to do that: Make annuities a default option in 401(k)s.
Sat, 18 Oct 2025 12:00:00 GMT
As people live longer, they are reimagining where and how they want to live.
Thu, 16 Oct 2025 14:00:00 GMT
My ability to spend within my means slipped away when I started earning a bigger income. There’s a reason for that.
Thu, 09 Oct 2025 15:57:00 GMT
Inflation adjustments and the new tax law will combine to give taxpayers more relief.
Fri, 03 Oct 2025 09:30:00 GMT
The specific shares you choose to sell can raise or lower how much tax you owe on winners.
Mon, 29 Sep 2025 00:00:00 GMT
It’s easier for some middle-income Americans to eliminate their tax bills without arcane strategies.
Sat, 06 Sep 2025 11:00:00 GMT
Industry-specific limits will prevent some tipped workers from claiming the deduction.
Fri, 05 Sep 2025 09:30:00 GMT
Qualified charitable distributions make more sense than ever for many savers.
Wed, 15 Oct 2025 17:00:00 GMT
With thousands of choices to pick from, the trick is narrowing it down to the ones that make the most sense for you.
Sun, 05 Oct 2025 14:00:00 GMT
Most people don’t actually wait until 70. For at least some of them, it makes a lot of sense.
Sun, 28 Sep 2025 00:00:00 GMT
Four people open up about their finances and how they spend their time.
Wed, 24 Sep 2025 09:30:00 GMT
The option to make pretax catch-up retirement contributions is going away for some savers.
Tue, 16 Sep 2025 14:00:00 GMT
The president’s executive order in August won’t eliminate the possibility of lawsuits.
Thu, 16 Oct 2025 09:30:00 GMT
The bank’s Strata Elite cardholders say they have been locked out of their accounts for weeks, unable to make purchases or redeem rewards that cost an annual $595 fee.
Tue, 07 Oct 2025 21:17:00 GMT
The data and technology company will offer its VantageScore 4.0 mortgage credit scores for less than half of the price of FICO’s scores through the end of 2027.
Thu, 02 Oct 2025 21:32:00 GMT
FICO is upending the credit-scoring industry by giving mortgage lenders a way to offer its FICO credit score without dealing with Experian, Equifax or TransUnion.
Sun, 17 Aug 2025 00:00:00 GMT
Credit-card spending is growing more slowly than debit-card spending for the first stretch in years.
Sat, 09 Aug 2025 14:00:00 GMT
Giving your kids access to your plastic can help them establish credit and learn sound financial behavior, but it’s important to set boundaries and expectations.
Tue, 14 Oct 2025 16:00:00 GMT
Will West wants to get a master’s degree and then own a house within 10 years. A financial adviser weighs in.
Sat, 04 Jan 2025 13:00:00 GMT
I keep a tight rein on my spending throughout the year. But for my birthday, I focus on what I want, not just what I need.
Fri, 27 Dec 2024 08:21:00 GMT
A four-part podcast series that answers listeners’ questions about achieving their financial goals for 2025.
Fri, 06 Dec 2024 15:00:00 GMT
I can’t give something to everybody in my life. The trick is narrowing down the list—and keeping it all on budget.
Fri, 15 Nov 2024 02:00:00 GMT
As banks close branches, many are ditching a traditional service that they consider to be outdated.
Sun, 31 Aug 2025 01:00:00 GMT
With the average 30-year fixed mortgage rate at a 10-month low, homeowners with high-rate mortgages are starting to get excited about refinancing
Thu, 16 Jan 2025 19:08:00 GMT
Borrowers are still on the hook but might be able to pause payments.
Sun, 29 Sep 2024 01:00:00 GMT
Rents remain high, but not as high as mortgage payments.
Thu, 19 Sep 2024 16:37:00 GMT
Millions can potentially save money by refinancing, but many are waiting for rates to drop further.
Mon, 29 Apr 2024 09:42:00 GMT
Credit scores and other factors have a growing impact on borrowing cost.
