Home >Articles

Category: Personal Finance

Your 10 Most Important Financial Moves for 2022

No one knows what will happen in 2022. But you can make it a year of personal financial progress — if you're willing to plan and act.
Continue Reading

I-Bonds Are the Best Deal in Fixed-Income Right Now

If your portfolio calls for bond exposure and you can work with the Treasury Department’s restrictions, I-Bonds are a great option right now.
Continue Reading

Beware the Mutual Funds’ End-of-the-Year Tax Trap

Many stock funds have had considerable gains this year — and that means taxable distributions for investors with taxable accounts.
Continue Reading

Medicare Premiums and Deductibles to Rise Sharply in 2022

An increase in Medicare Part B premiums will eat into the 2022 cost-of-living adjustment announced last month by Social Security. (Part B covers physician services, outpatient care, certain home health services, medical
Continue Reading

Health Care Expenses in Later Life — the Elephant in the Room

When you’re young is the time to take action for the benefit of your future self, including preparing for the possibility of future catastrophic health care costs.
Continue Reading

Money Roundup: Slow-Moving Risk, 3 Questions to Ask Before You Retire, and More

Leaves and temperatures are falling. This must be autumn!  As we head into this early November weekend, here's our latest Roundup of interesting articles on investing, personal finance, and stewardship. Risking, fast
Continue Reading

Investing for Short-Term Goals in Today’s Stock/Bond Environment

The Fed’s low-rate policy has created a tough situation for short-term investing. Your best option may be to stand the traditional approach on its head.
Continue Reading

Save Big This Christmas! (By Not Giving In to the Marketing Hype)

The marketing push of “great deals” and “low-cost financing” can be difficult to resist. Don’t allow yourself to be manipulated. These guidelines can help.
Continue Reading

Roundup: 10 Truths About the Market, Your Investments Aren’t Your Total Portfolio, More

Here's an Octoberfest of articles on investing, personal finance, and stewardship. We trust you'll find something here that is helpful to you! 10 truths about the stock market (Sam Ro, TKer). Poor investment decisions
Continue Reading

Money Roundup: Don’t Overcomplicate Your Investing, Student-Loan Forgiveness, and More

Here's our weekly Roundup of recent pieces on investing, personal finances, and stewardship. We hope you find them to be interesting and helpful. There's more to investing than just risk and return (Christine Benz,
Continue Reading