Finance

Five Annuity Mistakes to Avoid

Annuities are becoming more popular but if you choose the wrong one it could create a liquidity problem.

Uber’s 1.5% Currency Conversion Fee Rolls Out Next Week – Here’s How to Avoid Paying It

Paying for rides in your preferred currency? Uber will now charge a 1.5% fee for that, unless you disable the feature in the app.

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Seven Ways to Balance a Social Life With Achieving Your Financial Goals

You don't have to give up everything in order to succeed with money.

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IRC Section 1202: A Strategic Tax Advantage for Investors and Entrepreneurs

IRC Section 1202 allows individuals to exclude up to 100% of the capital gains realized from the sale of qualified small business stock.

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Iowa Has a New Income Tax Rate for 2025: What It Means for You

A new tax law lands Iowa among the top ten states with the lowest income tax rates.

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UnitedHealth Stock Drags on the Dow After DOJ Probe News

UnitedHealth Group stock is sinking Friday on reports the Justice Department is investigating the health insurer. Here's what to know.

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Will $780K Last if I Retire at 65 With $1,900 a Month in Social Security?

Most of the time, we talk about retirement planning in relation to goals, lifestyle and how to build the wealth to maintain that lifestyle in retirement. But there's another way to looks at things....

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Early Tax Refund Options Could Trap Your Cash

Don’t be fooled into thinking you’re not getting a loan — because you really are.

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Block Stock Falls After Revenue, Earnings Miss Expectations

Block stock is down Friday after the payments platform missed expectations for its fourth quarter. Here's what you need to know.

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Coinbase Stock Swings After SEC Drops Lawsuit

Coinbase stock is bouncing between positive and negative territory Friday on news the SEC is dismissing its lawsuit against the the crypto exchange.

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How To Find Investment Opportunities In The Next Trade War

Markets roiled earlier this year because of the short-lived Canadian and Mexican tariffs. Is this a harbinger of things to come or a budding opportunity?

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SBA won't try to claw back $155 million in controversial COVID grants to celebrities

Prince Williams/Getty, Rich Fury/Getty, Anna Kim/Getty, fongfong2/Getty, Tyler Le/BIAn aid program for concert venues shuttered by COVID-19 paid over $200 million to successful musicians.Lil Wayne...

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Medicaid Cuts Still Are On The Table. How They Could Affect Seniors

Some of those reductions could explicitly target Medicaid long-term services and supports (LTSS), such as personal assistance at home or nursing home care.

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Government efficiency effort set to impact more than 6,000 at IRS

The Internal Revenue Service is set to lay off approximately 6,000 employees as part of a broader effort to reduce the size of the federal government, according to a person familiar with the matt...

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Steve Cohen says tariffs and DOGE's cuts are negative for economy, market correction could be soon

The CEO of hedge fund Point72 turned bearish for the first time in a while due to punitive tariffs, immigration crackdown and federal spending cuts.

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How Paloma Partners is repaying $1.2 billion to investors — including pulling money from external managers

Donald Sussman founded Paloma Partners in the 1980s. The fund is best known for seeding the quant giant D. E. Shaw.Manny Fernandez/Getty ImagesPaloma Partners told investors this past fall it would...

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Healthcare shocks could cost retirees dearly, says study

While retirees use several tools to insulate themselves from unexpected medical expenses, but they remain vulnerable to the costs associated with long-term care, according to a recent analysis by...

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Stock Market Today: Dow Dives 748 Points as UnitedHealth Sells Off

A services-sector contraction and a worse-than-anticipated consumer sentiment reading sent bulls scrambling Friday.

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President Trump Should Combine Extending Tax Cuts with Fixing Social Security

It would be good fiscal policy and, I bet, good politics. Here’s the plan. The President has linked two budget items, and that may be a good idea. He wants to extend his 2017 Tax Cuts and ...

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5 Tips For Making Semi-Retirement Work

Semi-retirement can be a great strategy for improving your finances and lifestyle, but it will take smart planning to make it successful.

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Government efficiency effort set to hit more than 6,000 jobs at IRS

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