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The personal side of money
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Can You Give Stock as a Gift?
Giving stock can be both a financial gift and a personal finance lesson. But get the details first.
Manage your money
Financial Planning From 20-70+
A financial plan is a great antidote to market uncertainty. Here's a decade-by-decade guide to help you stay on track.
Ready to Buy Your First Home?
There's more to timing your first home purchase than interest rates and prices. Consider these guidelines.
Financially Weathering a Storm
Can you financially weather a storm—or flood or fire? Here's how to prepare, including packing a financial "go bag."
Is an HSA a Good Deal?
Especially for someone just starting out, contributing to an HSA has benefits that go beyond paying for healthcare.
Managing Through a Recession
Recessions have the potential for very real financial hardship, but there are positive steps we can take to ease the impact.
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.
Learn to invest
Managing Through a Recession
Recessions have the potential for very real financial hardship, but there are positive steps we can take to ease the impact.
Impact of Rising Interest Rates
Will rising interest rates affect you personally? Most likely. No need to panic, but best to be aware.
Instead of Panicking, S.T.O.P.
When it comes to investing, our emotions are not our friend. Instead of panicking, S.T.O.P.
Build your financial independence
Plan for major life expenses
Can You Give Stock as a Gift?
Giving stock can be both a financial gift and a personal finance lesson. But get the details first.
Ready to Buy Your First Home?
There's more to timing your first home purchase than interest rates and prices. Consider these guidelines.
Using IRA Funds for First Home
Just because you can use IRA funds to buy a first home doesn't mean it's the best move for your financial future.
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.
Save for retirement
Roth 401(k) to Roth IRA Rollover
Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.
Using IRA Funds for First Home
Just because you can use IRA funds to buy a first home doesn't mean it's the best move for your financial future.
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.
4 Major Retirement Risks
There are many unknowns when it comes to planning for retirement. Make sure you have a plan to address the biggest risks.
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.
Nonworking Spouse Benefits?
There are ways to build retirement security for a nonworking spouse, but it takes careful planning as a couple.
Can I Open a Roth for My Teen?
A custodial IRA can be a great way to teach a teen to save for the future—and manage money wisely in the present.
Financial Tips for Teachers
Teachers may have access to a number of unique and valuable benefits to help secure their financial future.
Financial literacy for the next generation
Help your loved ones
World Elder Abuse Day
We can all take steps to protect ourselves and our loved ones from financial fraud and exploitation.
Helping Mom—or Dad—Financially
Parents may not be comfortable being on the receiving end of financial help, but there's a way to do it tactfully.
Leaving a Grandchild Your IRA
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
Retire with confidence
Roth 401(k) to Roth IRA Rollover
Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.
Suddenly Alone—Getting Help
It's hard to focus on finances after losing a spouse. But there are resources to turn to for help and support.
Working Past 65 and Medicare
If you work past age 65, deciding when to enroll in Medicare depends on the size of your employer—and more.
Medicare while Traveling
Will Medicare cover you when traveling? It depends not only on where you go but also your type of Medicare policy.
4 Major Retirement Risks
There are many unknowns when it comes to planning for retirement. Make sure you have a plan to address the biggest risks.