How to prepare for the ‘survivor’s penalty’ before a spouse passes

How to prepare for the 'survivor's penalty' before a spouse passes

Nosystem Images | E+ | Getty Images Many older women outlive their spouses and may not expect higher future taxes after suffering from the loss. But there are ways to prepare, according to financial experts.  … Read more

ETFs are among the top 3 investment products that got more popular

ETFs are among the top 3 investment products that got more popular

Exchange-traded funds came in third among the top 10 investment products to grow in popularity with U.S. households from 2020 to 2022, according to a new survey. While individual stocks were the most commonly owned … Read more

President Biden floats $10,000 first-time homebuyers tax credit

President Biden floats $10,000 first-time homebuyers tax credit

Cavan Images | Cavan | Getty Images President Joe Biden has floated plans to address the country’s affordable housing issues, including new tax breaks for first-time homebuyers and “starter home” sellers. However, experts have mixed … Read more

Why self-employed Americans can’t afford to ignore open enrollment

Why self-employed Americans can't afford to ignore open enrollment

Open enrollment season can be a time of trepidation for the self-employed.  The stakes are especially high because if you need to buy individual or family coverage, the next few weeks could be your only … Read more

Biden says wealthy should pay ‘fair share’ to Social Security

Biden says wealthy should pay 'fair share' to Social Security

U.S. President Joe Biden delivers his third State of the Union address in the House Chamber of the U.S. Capitol in Washington, D.C., on March 7, 2024. Shawn Thew | Via Reuters President Joe Biden … Read more

ETFs are ‘a huge growth engine in the fund universe,’ expert says

ETFs are 'a huge growth engine in the fund universe,' expert says

Thomas Barwick | DigitalVision | Getty Images It’s tempting to follow the crowd when it comes to investing. While that may not always be wise, experts say one investment vehicle — exchange-traded funds — might … Read more

Financial fraud targets older adults. How to recognize it

Financial fraud targets older adults. How to recognize it

10’000 Hours | Digitalvision | Getty Images In an increasingly digital world, the specter of financial fraud looms large, especially for older adults. My experience with an 81-year-old client offers a stark illustration. While assisting … Read more