Advisors

I’ve got all the paperwork here Delmaine Donson | E+ | Getty Images More than half of U.S. consumers planned to make a financial resolution for 2025, according to a December poll by Discover Personal Loans.  Even if you didn’t ring in the new year with some money goals in mind, it’s not too late

Just hearing those words ” estate planning ” makes most people zone out, as it’s tied to the end of their mortality, a topic they’d rather avoid. However, it’s important to consider what will happen to your personal belongings, finances and both tangible and digital assets as part of your estate plan. I would be

Home Alone (1990) 20th Century Fox The classic Christmas movie “Home Alone” tells the improbable tale of a family who leaves their 8-year-old son home when they leave for vacation. Yet in the years since the 1990 film was released, viewers have focused on another question — how wealthy was the fictitious McCallister family featured

Peter Kramer/NBC via Getty Images U.S. consumers would likely see prices increase if President-elect Donald Trump follows through with a plan to levy import tariffs, experts said Tuesday during CNBC’s Financial Advisor Summit. “Either way, there is a cost to consumers,” said Erica York, senior economist at the Tax Foundation. A tariff is a tax

Srdjanpav | E+ | Getty Images If you are considering a year-end Roth individual retirement account conversion, you’ll need to plan for an upfront tax bill. Roth conversions move pretax or nondeductible IRA funds to a Roth IRA, which can kick-start tax-free growth. It’s a popular strategy among investors with large pretax balances, particularly in

Hispanolistic | E+ | Getty Images If you’re planning a gift to charity this holiday season, you could score a tax break by donating cryptocurrency. But there are some key things to know before making the transfer, experts say. In 2024, there’s been a significant jump in crypto gifts to charity, according to Fidelity Charitable,

Artistgndphotography | E+ | Getty Images There’s soaring interest in donating cryptocurrency to charity as digital currency investors seek to maximize their tax break and impact. “A lot of folks have begun to realize that crypto giving is hugely beneficial,” said Kyle Casserino, vice president and charitable planning consultant for Fidelity Charitable, a public charity

U.S. President Joe Biden meets with President-elect Donald Trump in the Oval Office at the White House in Washington, U.S., November 13, 2024.  Kevin Lamarque | Reuters Investors wondering if the presidential election may usher in a bad or good time for the stock market won’t find any easy answers looking at the past. One

Xavierarnau | E+ | Getty Images If you’re retired and planning a year-end donation to charity, there’s a key move to maximize your tax break, financial experts say.   Qualified charitable distributions, or QCDs, are direct transfers from an individual retirement account to a non-profit organization. Additionally, retirees can give more in 2024, according to

Pt Stock | Moment | Getty Images When Americans measure success, they’re not often thinking about their net worth or account balances. About 59% of polled Americans say that happiness — specifically, the ability to spend money on things that make them happy — is the most important benchmark of success, according to a new

Brandon Bell | Getty Images News | Getty Images As Inauguration Day nears, investors are trying to unravel what booms or busts lay ahead under President-elect Donald Trump. Trump’s campaign promises — from tariffs to mass deportations, tax cuts and deregulation — and his picks to lead federal agencies suggest both risks and rewards for

Marco Vdm | E+ | Getty Images Many employees have a health savings account, which offers tax incentives to save for medical expenses. However, most are still missing out on long-term HSA benefits, experts say. Two-thirds of companies offer investment options for HSA contributions, up 60% from one year ago, according to a survey released