Rich Californians Are Finding Creative Ways to Get Ahead of the Billionaire Tax
Sun, 14 Jun 2026 01:00:00 GMT
Tax-planning strategies include buying dream vacation homes and increasing philanthropy.
The latest personal finance news, analysis and insights, covering retirement, how to manage your savings, tax guidance and more.
Sun, 14 Jun 2026 01:00:00 GMT
Tax-planning strategies include buying dream vacation homes and increasing philanthropy.
Sun, 14 Jun 2026 00:00:00 GMT
The rule of 55 allows former employees to access their 401(k) savings penalty-free before the typical threshold of 59½.
Sat, 13 Jun 2026 13:00:00 GMT
High-deductible health plans—or no insurance at all—are leaving healthy workers one unexpected procedure away from falling into a financial hole.
Sat, 13 Jun 2026 09:30:00 GMT
Consumers overall have manageable card loans, but growth in lending might be too slow.
Thu, 11 Jun 2026 18:45:00 GMT
With less than a month to go, some details are still being worked out.
Thu, 11 Jun 2026 01:00:00 GMT
Microfinance aimed to foster prosperity but stoked hardship for those borrowers who took on debt they couldn’t afford.
Fri, 29 May 2026 09:30:00 GMT
The rules for charitable tax breaks depend on getting details right for smaller and larger donations.
Fri, 15 May 2026 09:30:00 GMT
Millions of Americans could be owed billions of dollars in tax refunds of Covid-era interest and penalties. Filing a claim with the IRS by the July 10 deadline is the first step.
Fri, 17 Apr 2026 09:30:00 GMT
Act soon to maximize benefits or minimize hits from last year’s tax changes, especially for charitable deductions, 529 accounts and withholding.
Fri, 10 Apr 2026 21:33:00 GMT
Plus, the U.S.-Iran talks are set to start tomorrow, and Gen Z socializes at barres, not bars.
Mon, 06 Apr 2026 15:45:00 GMT
Donor-advised funds are allowing those giving to charity to get ahead of tax-law changes.
Wed, 10 Jun 2026 12:45:00 GMT
The second-largest target-date fund provider plans a new offering with an annuity inside it.
Thu, 28 May 2026 15:00:00 GMT
A younger generation embraces the benefits of tax-free investment growth.
Wed, 20 May 2026 11:38:00 GMT
The program, which is voluntary for employees, is slated to start by July 2027.
Sat, 02 May 2026 16:00:00 GMT
The key is to focus on smaller do-it-yourself things, like fixing the dishwasher and refurbishing a table. But no tall ladders.
Thu, 30 Apr 2026 21:08:00 GMT
There is growing bipartisan support for expanding uptake of retirement-savings plans.
Fri, 29 May 2026 21:43:00 GMT
Soaring interest rates and stubborn inflation have led to the highest delinquencies since the financial crisis. More families are shifting to “a pattern of survival debt.”
Wed, 06 May 2026 15:45:00 GMT
Young people in particular have powered a rise in the number of Americans with credit scores over 780.
Tue, 03 Mar 2026 16:10:00 GMT
The ebbs and flows of a score can be confusing, so accepting and understanding them is key.
Tue, 13 Jan 2026 17:00:00 GMT
The president’s proposed limit could intensify competition for premium-card holders.
Mon, 12 Jan 2026 13:40:00 GMT
President Trump’s call for a cap promises to save Americans billions in interest but also can lead to tightened access to credit.
Fri, 10 Apr 2026 16:00:00 GMT
Twenty-somethings are drinking less, exercising more—and changing the way they socialize with others.
Tue, 30 Dec 2025 18:00:00 GMT
We all say we want to save more and spend less. The key is to think more broadly.
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.
Mon, 10 Nov 2025 20:14:00 GMT
A mortgage this long would reduce a home buyer’s monthly payments, but the interest owed would be much higher.
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.
