Money Talk
Where personal finance gets personal
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Credit Card Points: 5 Mistakes
Using credit cards to get rewards could feel like a game, but it may have consequences. Avoiding these five mistakes could help you win.
Manage your money
Scary Headlines and Your Money
Do scary headlines make you want to get out of the market? Rather than react emotionally, consider this 3-step plan to help protect your money from the news and noise.
7 Common Car Buying Mistakes
Buying on emotion is just one potential car-buying pitfall. Here are seven other common mistakes and what you can do to avoid them.
Family Loan Do's and Don'ts
While there are pitfalls to lending a family member money, there can also be rewards. Just be sure to clearly set expectations and limits right from the start.
My Early Money Lessons
One of the greatest gifts a parent can give their children is a foundation of financial wellness. Gather your kids around the kitchen table and start talking about money.
Holiday Spending Game Plan
Consider these nine ideas to help you take control of holiday spending and avoid a financial hangover in the New Year.
How Does a Roth IRA Work?
Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.
Learn to invest
Scary Headlines and Your Money
Do scary headlines make you want to get out of the market? Rather than react emotionally, consider this 3-step plan to help protect your money from the news and noise.
Investing in Your 20s
One of the most important things you can do in your 20s is to develop good financial habits. Here's how to get started.
9 Scary Money Mistakes
What can Halloween teach you about money? Personal finance and investing don't have to be scary when you avoid these common mistakes.
Build your financial independence
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Financial Planning
Plan for major life expenses
5 Types of Mortgage Loans
If you're looking for a mortgage loan, here are five types to consider. Check out the pros and cons to help you choose the right one for you.
Can I Afford a Pet?
The joy of owning a pet may be priceless, yet the cost to your budget is real. Consider these five financial moves before becoming a pet parent.
My Early Money Lessons
One of the greatest gifts a parent can give their children is a foundation of financial wellness. Gather your kids around the kitchen table and start talking about money.
Ace Your Year-End Tax Game
To win in pickleball, you need to know the rules. It's the same with tax planning. Explore five tax-aware strategies that could help you discover opportunities to save on taxes.
Save for retirement
Starting a 401(k) in Your 20s
Retirement may seem far away, but starting to save in a 401(k) in your 20s is one of the best things you can do for your future self. Here's why.
How Does a Roth IRA Work?
Even if you don't have an employer sponsored retirement plan, it's still important to save for your future.
Retirement Match From Uncle Sam
The Saver's Credit is like a retirement match from Uncle Sam if you qualify. Here's what you need to know—and do.
Retirement Without a 401(k)
No 401(k)? Don't let that keep you from saving and investing for retirement. There are ways to create your own retirement plan.
Small Business Retirement Plans
Own a small business? Don't miss out on these opportunities to save for retirement and decrease taxable income.
New Investor Questions: Part 3
You've got the basic concepts and tools, so are you ready to invest? Not quite. Read part 3 before you buy.
Military Personnel and the TSP
New changes in the military retirement system give greater importance to the Thrift Savings Plan (TSP). Here's why.
After You Inherit an IRA
Inherited IRA rules are different for spouses and non-spouses, and have changed under the SECURE Act. Make sure you know the rules that apply to you.
Replace Income in Retirement
How much income do you need to replace in retirement? There are guidelines—and then there's reality.
Financial literacy for the next generation
Credit Cards
Financial Planning
Retirement
Financial Planning
Insurance
Financial Planning
Help your loved ones
Talking Money with Mom and Dad
Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.
Handling an Inheritance
If you receive a sudden windfall, take time to review your financial picture before you start spending.
The Reverse Boomerang
Open and honest communication can help you go into multigenerational living with your eyes wide open.
Retire with confidence
Retired Investors and Inflation
The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.
Medicare while Traveling
Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.
Retirement & Income Tax
Completing your tax return every year can be a monumental task. And figuring out how to manage your tax bill takes even more work. It takes long-term planning, short-term decisions, and a solid understanding of tax concepts.
Changing Investment Strategies
Your feelings about risk can change in volatile markets, but consider your goals and timeframe before taking action.
Replace Income in Retirement
How much income do you need to replace in retirement? There are guidelines—and then there's reality.
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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.
All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.
Investing involves risk, including loss of principal.