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Money Talk

Where personal finance gets personal

Let's talk about it

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.

May 16, 2024 Susan Hirshman

Manage your 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.

December 15, 2023

Your Mid-Year Money Check Up

Are you on track to meet your financial goals? Follow these five steps to find out.

June 14, 2023


Do You Need a Freedom Fund?

Want to make a life change but feel you can't financially? Start a freedom fund.

May 10, 2023

Giving Stock to Charity

Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.

April 25, 2023

Selling Your House in a Down Market

Should you sell your house in a down market? Pay attention to both your wallet and the issues that impact your quality of life.

April 12, 2023

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.

March 15, 2023

Learn to invest

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.

October 25, 2023

Air Jordans: Diversification

My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.

September 13, 2023

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023

Build your financial independence

Plan for major life expenses

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.

May 16, 2024 Susan Hirshman

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.

December 05, 2023

Budgeting for Student Loans

Ready to face the return of student loan repayments? Conquer your budget by tracking expenses, cutting back on non-essentials, and balancing debt payment with retirement savings.

August 16, 2023

Extra Money Lessons for Grads

Your new grad may have learned economic theory, but what about real-world financial management? Here's how to help.

June 08, 2022

Save for retirement

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.

July 19, 2023

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.

March 15, 2023

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.

June 16, 2022

Small Business Retirement Plans

Own a small business? Don't miss out on these opportunities to save for retirement and decrease taxable income.

April 06, 2022

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.

January 26, 2022

Military Personnel and the TSP

New changes in the military retirement system give greater importance to the Thrift Savings Plan (TSP). Here's why.

May 20, 2020

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.

May 19, 2020

Replace Income in Retirement

How much income do you need to replace in retirement? There are guidelines—and then there's reality.

February 26, 2020

Financial literacy for the next generation

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.

November 08, 2023

Handling an Inheritance

If you receive a sudden windfall, take time to review your financial picture before you start spending.

August 02, 2023

The Reverse Boomerang

Open and honest communication can help you go into multigenerational living with your eyes wide open.

July 05, 2023

Retire with confidence

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023 Carrie Schwab-Pomerantz

Medicare while Traveling

Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.

June 22, 2022

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.

May 19, 2020

Changing Investment Strategies

Your feelings about risk can change in volatile markets, but consider your goals and timeframe before taking action.

March 25, 2020

Replace Income in Retirement

How much income do you need to replace in retirement? There are guidelines—and then there's reality.

February 26, 2020

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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.