Money Talk
Where personal finance gets personal
Let's talk about it
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.
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.
Your Mid-Year Money Check Up
Are you on track to meet your financial goals? Follow these five steps to find out.
Do You Need a Freedom Fund?
Want to make a life change but feel you can't financially? Start a freedom fund.
Giving Stock to Charity
Donating stock (as opposed to cash) to a nonprofit can benefit both you and the charity.
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.
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.
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.
Air Jordans: Diversification
My Jordan sneaker collection is an example of diversification in your portfolio. Explore why that is important.
Retired Investors and Inflation
The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.
Build your financial independence
Plan for major life expenses
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.
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.
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.
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.
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.
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.
Nonworking Spouse Benefits?
There are ways to build retirement security for a nonworking spouse, but it takes careful planning as a couple.
IRA Funding After Divorce
You can't fund an IRA with child support—or even alimony if divorced after 2018—but you can still invest it wisely.
Roth vs. Traditional 401(k)s
If your employer lets you decide between a traditional and a Roth 401(k), consider choosing both!
Military Personnel and the TSP
New changes in the military retirement system give greater importance to the Thrift Savings Plan (TSP). Here's why.
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.
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.
Handling an Inheritance
If you receive a sudden windfall, take time to review your financial picture before you start spending.
The Reverse Boomerang
Open and honest communication can help you go into multigenerational living with your eyes wide open.
Retire with confidence
Retired Investors and Inflation
The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.
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.
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.
What's Your Retirement Dream?
Retirement can be an opportunity to make big changes—provided you also take care to protect your finances.