Money 

What Are the Payback Rules for a 401(k) Loan?

What Are the Payback Rules for a 401(k) Loan?

A 401(k) loan allows you to borrow funds directly from your retirement savings, which you then repay with interest back to your own account. While this can seem appealing since you’re essentially paying interest to...

What are business expense cards and how do they work?

What are business expense cards and how do they work?

Brex details how companies can manage spending with business expense cards.

How Are Partnerships Taxed? Step-By-Step Guide

How Are Partnerships Taxed? Step-By-Step Guide

Partnerships are not subject to income tax at the entity level. Instead, they operate as pass-through entities, meaning the partnership’s income, deductions and credits flow directly to the individual partners. Each...

Connor’s two milestone legal achievements in less than a year

Connor’s two milestone legal achievements in less than a year

Originally Posted On: https://billconnorlaw.com/connors-two-milestone-legal-achievements-in-less-than-a-year/ (Read full article: https://whosonthemove.com/connors-two-milestone-legal-achievements-in-less-than-a-year/)

Retired Army officer joins exclusive group of attorneys having obtained multi-million dollar settlement for a client

Retired Army officer joins exclusive group of attorneys having obtained multi-million dollar settlement for a client

Originally Posted On: https://billconnorlaw.com/retired-army-officer-joins-exclusive-group-of-attorneys-having-obtained-multi-million-dollar-settlement-for-a-client/(Read full...

How to Build an Investment Portfolio at Age 75

How to Build an Investment Portfolio at Age 75

At 75, investors typically focus on preserving wealth, managing withdrawals and covering healthcare costs rather than seeking high-risk growth. Stability becomes a priority to help maintain a reliable income while...

Airline Pilot Retirement: What to Know

Airline Pilot Retirement: What to Know

You can make a lot of money as an airline pilot. According to the latest Bureau of Labor Statistics data, the median pay for a commercial airline pilot was $171,210. This puts it far above the U.S. baseline of around...

Where Americans Have the Most Retirement Savings – 2025 Study

Where Americans Have the Most Retirement Savings – 2025 Study

Retirement savings can serve as a key indicator of financial stability, reflecting not only a household’s ability to set aside money but also shaping retirement timelines and broader workforce and economic dynamics. Across...

What Is a Fee Simple Absolute Ownership in Real Estate?

What Is a Fee Simple Absolute Ownership in Real Estate?

Fee simple absolute is a type of property ownership that grants the owner full rights to use, sell, lease, or transfer the property without restrictions. It remains in effect indefinitely unless transferred or acquired...

Section 1250: How It Applies to Real Estate Taxes and Examples

Section 1250: How It Applies to Real Estate Taxes and Examples

Section 1250 of the U.S. tax code applies to gains from the sale of depreciated business real estate. If a property was depreciated beyond the straight-line method, the extra depreciation is taxed at a higher rate, known...

Comparing Property Taxes in Texas vs. California

Comparing Property Taxes in Texas vs. California

If you’re thinking about moving to or investing in Texas or California, property taxes are an important factor. Each state has different tax rules that can affect your finances and business costs. A financial advisor can...

How Does a Fee Simple Defeasible Estate Work in Real Estate?

How Does a Fee Simple Defeasible Estate Work in Real Estate?

A fee simple defeasible estate is a type of property ownership in which the owner holds title to the property with specific conditions or limitations. Fee simple defeasible estates are common in real estate transactions...

Top trending U.S. car models, according to Google trends

Top trending U.S. car models, according to Google trends

Edmunds combs search data to find the 25 U.S. cars capturing the most online attention.

The top restaurant trends in 2025

The top restaurant trends in 2025

Square reports on the most compelling global restaurant trends shaping the food and beverage industry in 2025, from automation to diversifying revenue streams.

Where the most people are about to retire

Where the most people are about to retire

SmartAsset identifies the U.S. cities with the highest populations of people aged 55 to 64 to determine where the biggest shifts out of the workforce and into retirement may occur.

Aged 60 to 63 With a 401(k)? Here’s How New Contribution Rules Could Impact Your Retirement Savings

Aged 60 to 63 With a 401(k)? Here’s How New Contribution Rules Could Impact Your Retirement Savings

The IRS now allows a narrow, specific window for accelerated catch-up contributions. Between the ages of 60 and 63, you can make additional catch-up contributions to tax advantaged retirement accounts. Per the SECURE 2.0...

Americans Have the Most Student Loan Debt in These States – 2025 Study

Americans Have the Most Student Loan Debt in These States – 2025 Study

While taxes and a high cost of living eat into a household’s earnings, past debt obligations like student loans may take another significant chunk out of the budget before allocating disposable income on nice-to-haves like...

Second Seven-Figure Settlement

Second Seven-Figure Settlement

Originally Posted On: https://billconnorlaw.com/second-seven-figure-settlement/

What Is an Acceleration Clause in a Mortgage?

What Is an Acceleration Clause in a Mortgage?

An acceleration clause allows a mortgage lender to demand full repayment of the loan if certain conditions are not met. This clause protects against missed payments, violations of loan terms, or significant changes in the...

Purchasing Power: What It Is, Formula, Examples

Purchasing Power: What It Is, Formula, Examples

Purchasing power refers to the amount of goods and services a person or entity can buy with a given amount of money. It fluctuates over time due to inflation, deflation and changes in income, directly affecting consumers,...

As tariffs loom and global currency values fluctuate, goods from these top US trade partners may shift in price

As tariffs loom and global currency values fluctuate, goods from these top US trade partners may shift in price

OANDA used Census data to see how top import prices and currency values may shift amid tariff fluctuations and ongoing uncertainty.

Purchasing Power Parity (PPP): What It Is and How to Calculate

Purchasing Power Parity (PPP): What It Is and How to Calculate

Purchasing power parity (PPP) is an economic concept that compares the relative value of currencies by examining the cost of identical goods and services across different countries. It helps determine whether exchange...

What Triggers the Alternative Minimum Tax (AMT)?

What Triggers the Alternative Minimum Tax (AMT)?

The alternative minimum tax (AMT) is designed to ensure that certain taxpayers who benefit from various deductions and tax preferences still pay a minimum level of tax. Several factors can trigger AMT liability, including...

How ICE raids and work permit delays are impacting manufacturing workers

How ICE raids and work permit delays are impacting manufacturing workers

TeamSense reports that, as ICE raids increase and work permit renewals face delays, manufacturers are seeing a sharp rise in absenteeism, particularly in high-impact states like Texas and New York. TeamSense data reveals...

How to Calculate the Alternative Minimum Tax (AMT)

How to Calculate the Alternative Minimum Tax (AMT)

The alternative minimum tax (AMT) calculation determines whether a taxpayer must pay an additional amount beyond their regular income tax liability. To calculate AMT, taxable income is adjusted by adding back certain...

$1K a month to live in a shipping container: SLC's cautionary tale of making homes out of cargo boxes

$1K a month to live in a shipping container: SLC's cautionary tale of making homes out of cargo boxes

The Salt Lake Tribune reports on a project to create a six-story apartment complex out of recycled metal boxes.

How much do travel nurses make?

How much do travel nurses make?

Vivian Health explores how much travel nurses earned in early March 2025, explains why travelers are paid more generously, and highlights additional perks.

Can you live in a commercial property?

Can you live in a commercial property?

NEXT helps small business owners understand the zoning laws that determine if they can live where they work.

VAT Agents UK

VAT Agents UK

Originally Posted On: https://thevatconsultancy.com/vat-agents-uk/

Juvenile Record Expunged

Juvenile Record Expunged

Photo from Unsplash Originally Posted On: https://thevalleylawgroup.com/blog/juvenile-record-expunged/

Every business needs a strong brand—here's how to create yours

Every business needs a strong brand—here's how to create yours

Shopify outlines how to keep businesses from getting lost among the competition and how brand guidelines can set them apart.

Where households have the most and least disposable income

Where households have the most and least disposable income

SmartAsset calculated that the costs of necessities, including housing, food and childcare, often leaves households with little to no money to spare in 100 of the largest U.S. counties.

Average Itemized Deductions in Some States Reach Over $50k. Are You Getting the Most Out of Your Tax Return?

Average Itemized Deductions in Some States Reach Over $50k. Are You Getting the Most Out of Your Tax Return?

Should you itemize your taxes? Most taxpayers take the standard each year. The Tax Policy Center estimates that only about 10% of households itemize their taxes. This is in large part because the standard deduction is...

Ask an Advisor: Will the $500k in My Retirement Account Be Taxed When My Heirs Inherit it?

Ask an Advisor: Will the $500k in My Retirement Account Be Taxed When My Heirs Inherit it?

I have about $500,000 in a 403(b) account. I am writing my will and I do not know whether the money in my 403(b) will be subject to taxes when it is distributed to those I list in my will. Or, will the money just pass...

Expunge Criminal Record Arizona

Expunge Criminal Record Arizona

Photo from Unsplash Originally Posted On: https://thevalleylawgroup.com/blog/expunge-criminal-record-arizona/

Managing Rental Properties

Managing Rental Properties

Photo from Unsplash Originally Posted On: https://www.turbotenant.com/property-management/managing-rental-properties/

Risk Analytics for Financial Advisors

Risk Analytics for Financial Advisors

Clients look to you for help when navigating risk factors that may harm their portfolios. Financial risk analytics uses a big-picture approach to identify where threats may lie and the impact they could have on your...

What Are the Typical RIA Custodian Fees?

What Are the Typical RIA Custodian Fees?

The Securities and Exchange Commission (SEC) requires registered investment advisors (RIAs) to have a qualified custodian hold client assets to ensure that they’re properly safeguarded. When comparing options, it’s helpful...

Financial Advisor Marketing to Doctors: Strategies and Tips

Financial Advisor Marketing to Doctors: Strategies and Tips

Marketing advisory services to doctors requires a unique approach to capture and hold their attention. Physicians often prove challenging for advisors, as they may have significant income that’s counterbalanced by...

How Does Fiduciary Responsibility Apply to Real Estate?

How Does Fiduciary Responsibility Apply to Real Estate?

Fiduciary duty requires real estate agents to act in the best interest of their client. This includes giving honest advice, protecting confidential information and making decisions that benefit the client financially. If...

Guide to Tax Deductions for Homeowners in 2025

Guide to Tax Deductions for Homeowners in 2025

Owning a home comes with costs, but it also provides tax benefits that can lower your taxable income. For those filing taxes in 2025, deductions like mortgage interest and home office expenses have become more relevant...

What Is SEC Rule 144A and How Does It Affect Investors?

What Is SEC Rule 144A and How Does It Affect Investors?

Created by the U.S. Securities and Exchange Commission (SEC), Rule 144A allows qualified institutional buyers (QIBs) to trade restricted securities without a public offering. This rule improves liquidity and makes it...

The Augusta Rule: How to Rent Out Your Home for Tax-Free Income

The Augusta Rule: How to Rent Out Your Home for Tax-Free Income

The Augusta rule allows homeowners to rent out their primary residence for up to 14 days per year without paying federal taxes on the rental income. Originally created for Augusta, Georgia, residents during the Masters...

Transfer Pricing: What It Is and How It Affects Investors

Transfer Pricing: What It Is and How It Affects Investors

Transfer pricing refers to the pricing of goods, services and intellectual property transferred between related entities within a multinational corporation. Companies use transfer pricing to allocate costs and revenues...

What Happens in a Short Run and How Can It Affect Investors?

What Happens in a Short Run and How Can It Affect Investors?

The short run in economics refers to a period when at least one factor of production remains fixed, limiting a business’s ability to fully adjust to changes in demand or costs. For example, a factory may not be able...

How Does Series B Funding Work for Startups?

How Does Series B Funding Work for Startups?

Series B funding is the second round of funding for many startup businesses acquiring new capital to pay for scaling operations, expanding market reach and enhancing product development. This phase of funding typically...

I’m Going to Earn $3,400 per Month in Social Security. How Can I Reduce My Taxes on It?

I’m Going to Earn $3,400 per Month in Social Security. How Can I Reduce My Taxes on It?

Many people don’t owe federal income taxes on their Social Security retirement benefits. However, with $3,400 in monthly benefits, you could be one of the many people who do have to pay taxes on this income. From zero to...

Florida Corporate Tax: What It Is and How It Works

Florida Corporate Tax: What It Is and How It Works

Florida, known for its business-friendly environment, offers a unique corporate tax structure that can be advantageous for companies operating within its borders. Unlike many states, Florida does not impose a personal...

How Much Should You Have Saved for Retirement at Age 45?

How Much Should You Have Saved for Retirement at Age 45?

Planning for retirement can often feel like navigating a complex maze, especially when trying to determine how much you should have saved by a certain age. For those at the midpoint of their careers, understanding how much...

At What Age Can You Retire With $500,000 in Savings?

At What Age Can You Retire With $500,000 in Savings?

While many people think the magic number for retirement is $1 million, others wonder if $500,000 is enough. To determine how much you need, you must evaluate how long this sum will last based on your anticipated annual...

Texas Corporate Tax: What It Is and How It Works

Texas Corporate Tax: What It Is and How It Works

Unlike many states, Texas does not impose a traditional corporate income tax. Instead, it levies a franchise tax, which is a type of gross receipts tax. This means that businesses are taxed based on their total revenue...

What Is the Treasury Stock Method and How Is It Used?

What Is the Treasury Stock Method and How Is It Used?

The Treasury Stock Method is a widely used accounting technique that helps companies calculate the potential impact of outstanding stock options and warrants on their earnings per share (EPS). By providing a clearer...

How Is IRS Section 1245 Used for Real Estate Taxes?

How Is IRS Section 1245 Used for Real Estate Taxes?

IRS Section 1245 determines how certain types of property are taxed upon sale. Specifically, it deals with recapturing depreciation on personal property and specific kinds of real estate. When applicable, this rule can...

Stop confusing busyness with achievement

Stop confusing busyness with achievement

ACT Leadership explains how coaching offers a valuable lens for recognizing the difference between being busy and being truly productive and effective, and helps leaders shift their focus from activity to achievement.

Shut out: High school students learn about careers — but can't try one that pays

Shut out: High school students learn about careers — but can't try one that pays

The 74 reports on the state of paid apprenticeships and internships in U.S. schools.

Retirement survey: Are Americans ready for retirement? See how you compare.

Retirement survey: Are Americans ready for retirement? See how you compare.

Wealth Enhancement shares findings from survey research about Americans' preparedness (or lack thereof) and excitement about retirement.

I’m Starting IRA Withdrawals at Age 65. Will They Count Toward My RMDs Later?

I’m Starting IRA Withdrawals at Age 65. Will They Count Toward My RMDs Later?

Withdrawals from an IRA that start before required minimum distributions (RMDs) are due can reduce the amount of your future RMDs, although not on a dollar-by-dollar basis. RMDs are calculated based on the balance in your...

Which States Have the Most (and Best-Paid) Federal Employees? 2025 Study

Which States Have the Most (and Best-Paid) Federal Employees? 2025 Study

As of September 2024, over 1.8 million people were employed by the federal government of the United States. However, the federal government is far from limited just to Washington D.C. Federal workers are dispersed...

How Much Money Do You Need to Retire at Age 30?

How Much Money Do You Need to Retire at Age 30?

Retiring at 30 may seem impossible. But with smart planning and strict saving habits, it can be done. The idea of early retirement has grown popular, especially through the Financial Independence, Retire Early (FIRE)...

Parent’s Guide on How to Invest in Stocks for a Teenager

Parent’s Guide on How to Invest in Stocks for a Teenager

Teaching your teen about investing in stocks helps build financial literacy and encourages smart money management. Learning these skills early can help them make informed decisions about spending and saving for the future....

How Much Do You Need to Retire at Age 50?

How Much Do You Need to Retire at Age 50?

Retiring at 50 offers freedom and time to pursue personal interests, but it requires careful financial planning. Key factors include lifestyle needs, long-term savings, healthcare costs, inflation and market changes that...

California Corporate Tax: What It Is and How It Works

California Corporate Tax: What It Is and How It Works

California has a high corporate tax rate and strict rules, but its large market and strong economy can benefit some businesses. Companies incorporated or operating in the Golden Gate state should understand the tax rate,...

I Have $1.4 Million Invested with My Advisor Who Charges a 1% Fee. Am I Paying Too Much?

I Have $1.4 Million Invested with My Advisor Who Charges a 1% Fee. Am I Paying Too Much?

The fee your advisor charges is based on the services you’re receiving, the individual advisor’s fee structure and other factors, including the amount of money you have to invest. With $1.4 million invested, many...

Why most Americans consider going green in home upgrades: Their wallets

Why most Americans consider going green in home upgrades: Their wallets

AUX found that more than half of the Americans it polled indicated that while sustainability is a key consideration when researching home upgrades, financial concerns fuel their interest.

Where Americans Write Off the Most in Taxes – 2025 Study

Where Americans Write Off the Most in Taxes – 2025 Study

With a bit of savvy planning, Americans can lighten their tax load through deductions and credits. Taxpayers can choose to itemize deductions or stick with the standard option. For the 2024 tax year, the standard deduction...

Why do I need a business bank account for my business?

Why do I need a business bank account for my business?

Brex dives into why a business bank account is not just a recommended option, but a critical necessity for any serious entrepreneur.

Child Custody in Maryland: How to Support Your Child’s Needs

Child Custody in Maryland: How to Support Your Child’s Needs

Photo from Unsplash Originally Posted On: https://jmblattner.com/child-custody-in-maryland-how-to-support-your-childs-needs/

Delaware Corporate Tax: What It Is and How It Works

Delaware Corporate Tax: What It Is and How It Works

Delaware is a popular state for corporations because it offers business-friendly laws, a specialized court for corporate cases and tax advantages for companies operating outside the state. For businesses incorporated or...

How Much Do You Need to Retire at Age 62?

How Much Do You Need to Retire at Age 62?

Since 62 is the earliest age to claim Social Security retirement benefits, it appeals to those looking to leave the workforce sooner. However, retiring at this age means planning for potentially 25 to 30 years of financial...

NJ Mansion Tax: Who Pays It, How to Avoid It

NJ Mansion Tax: Who Pays It, How to Avoid It

New Jersey imposes a mansion tax on real estate transactions that exceed $1 million. This 1% levy applies to residential and certain commercial properties, adding a significant cost for high-value buyers. The tax is...

How to Incorporate a Business: Step-by-Step Guide

How to Incorporate a Business: Step-by-Step Guide

Many entrepreneurs incorporate their businesses each year to gain legal and financial benefits. The process may seem complicated for those unfamiliar with the requirements. Key steps include choosing a business structure,...

Illinois Corporate Tax: What It Is and How It Works

Illinois Corporate Tax: What It Is and How It Works

The Illinois corporate tax rate applies to certain businesses operating in the state and consists of a flat income tax rate and a separate personal property replacement tax. As of 2025, the corporate income tax rate in...

How Much Do You Need to Retire at Age 65?

How Much Do You Need to Retire at Age 65?

How much money is needed to retire at age 65 depends on several factors, including lifestyle expectations, anticipated expenses and income sources. The general guideline is to aim for a savings target based on annual...

Are Americans' salaries pacing with inflation? It's complicated.

Are Americans' salaries pacing with inflation? It's complicated.

Wealth Enhancement examined Brookings Institution pay data and analysis to determine why Americans feel their wages are not increasing with inflation.

Experian 2024 consumer credit review

Experian 2024 consumer credit review

Experian explores the ups and downs in the types of credit consumers used in 2024 and what to expect in 2025.

How Much Do You Need to Retire at Age 40?

How Much Do You Need to Retire at Age 40?

Retiring at 40 means covering 40 to 50 years of expenses without a paycheck. Financial security depends on accurately estimating costs, investment growth and inflation. Many early retirees focus on extreme savings,...

I’m 61 With $890k in My IRA. Should I Convert 10% per Year to Avoid Taxes and RMDs in Retirement?

I’m 61 With $890k in My IRA. Should I Convert 10% per Year to Avoid Taxes and RMDs in Retirement?

When should you use a Roth IRA to manage your taxes? As you hit your 60s, it’s common to shift retirement planning from general wealth accumulation to practical details like taxes and required minimum distributions (RMDs)....

Understanding Nursing License Probation

Understanding Nursing License Probation

Photo from Unsplash Originally Posted On: https://starklawpc.com/understanding-nursing-license-probation/

Is the US becoming uninsurable? How climate change affects insurance costs

Is the US becoming uninsurable? How climate change affects insurance costs

CheapInsurance.com used NOAA data to analyze the rising number of billion-dollar disasters and their implications for the insurance marketplace in the U.S.

5 Ways companies are incorporating AI ethics

5 Ways companies are incorporating AI ethics

Drata analyzed current events to illustrate how companies are ethically incorporating artificial intelligence in the workplace.

Best startup and small business grants for women

Best startup and small business grants for women

NEXT says that small business grants are an opportunity for women to find funding for their startups, but they are often overlooked by traditional loans and lines of credit.

Car insurance deals are within reach in 2025—here's how to maximize savings

Car insurance deals are within reach in 2025—here's how to maximize savings

Jerry provides an overview of anticipated changes in store for car insurance shoppers in 2025.

How to select the best 0% APR business credit cards for your needs

How to select the best 0% APR business credit cards for your needs

Ramp covers the top 0% APR credit card issuers for business owners, how to choose the right one for you, plus tips for increasing your chances of qualifying for these card offers.

Ask an Advisor: We Sold an Investment and Our Medicare Part B Premiums Shot Up to $592. Can We Avoid This Increase?

Ask an Advisor: We Sold an Investment and Our Medicare Part B Premiums Shot Up to $592. Can We Avoid This Increase?

I sold an investment property which made my income very high for that year. Medicare Part B premiums increased to $591.90 for both me and my wife. Is there any way to avoid that increase? Our Part D premiums increased as...

Texas Statute of Limitations On Credit Card Debt

Texas Statute of Limitations On Credit Card Debt

Photo from Pixabay  

The biggest tax changes impacting small businesses in 2025

The biggest tax changes impacting small businesses in 2025

Ramp shares information to help small businesses navigate upcoming tax changes and optimize their tax position.

Sprouting: How typical seed investment values have shot up over the past decade

Sprouting: How typical seed investment values have shot up over the past decade

To see what it means for investors, Funding Rounds used data from PitchBook to analyze trends in deal values by startup funding round from 2014-2024.

7 Fastest-growing small businesses in food, restaurants, and beverages for 2025

7 Fastest-growing small businesses in food, restaurants, and beverages for 2025

NEXT spotlights trends from its research on the fastest-growing restaurants, food, and beverage businesses for 2025.

DLC Lottery-Funded Chair Exercise Programme Brings Joy to Care Home Residents

DLC Lottery-Funded Chair Exercise Programme Brings Joy to Care Home Residents

Diverse Little Colours: Bringing Joy to Care Home Residents Through Chair-Based Exercise As we age, staying active becomes increasingly important for maintaining physical health, mental well-being, and social connections....

A Guide to Suing a Nursing Home for Negligence in Oklahoma

A Guide to Suing a Nursing Home for Negligence in Oklahoma

Photo from Unsplash Originally Posted On: https://www.boettcherlawoffice.com/a-guide-to-suing-a-nursing-home-for-negligence-in-oklahoma/

Truck Accident Settlements in Oklahoma: What You Need to Know

Truck Accident Settlements in Oklahoma: What You Need to Know

Photo from Unsplash Originally Posted On: https://www.boettcherlawoffice.com/truck-accident-settlements-in-oklahoma-what-you-need-to-know/

Beyond Tulsa: Uncovering America's forgotten Black Wall Streets and their legacies today

Beyond Tulsa: Uncovering America's forgotten Black Wall Streets and their legacies today

Stacker used Census data and other sources to explore the history of Black Wall Streets and their legacy in present-day Black business districts.

I’m 62 With $850k in My 401(k). Is It Too Late for a Roth Conversion?

I’m 62 With $850k in My 401(k). Is It Too Late for a Roth Conversion?

You can perform a Roth conversion at any age, and potentially boost your retirement income. However, this strategy often produces more positive results the sooner it’s done. One reason is that you have to pay taxes...

Qualified Institutional Buyer (QIB): Definition and Who Qualifies

Qualified Institutional Buyer (QIB): Definition and Who Qualifies

A Qualified Institutional Buyer (QIB) is an institutional investor deemed to have the expertise and financial acumen to engage in sophisticated investment activities. These entities include insurance companies, investment...

What Is Schedule 13G and Who Has to File It?

What Is Schedule 13G and Who Has to File It?

Schedule 13G is an official form that federal regulators may require investors to file when they purchase a significant amount of a company’s stock but have no intention of influencing or controlling the company. The...

Community Crowdfunding Switzerland: New Fundraising Platform Makes A Difference

Community Crowdfunding Switzerland: New Fundraising Platform Makes A Difference

What if happiness wasn’t just something you felt but something you shared? With Happy Pot, giving back has never been easier or more rewarding. This new online fundraising platform will help you create and support the...

Online Fundraising Platform In Switzerland To Support Mutual Aid Projects

Online Fundraising Platform In Switzerland To Support Mutual Aid Projects

If you’re passionate about making a change in your community, with Happy Pot, fundraising has never been easier. So the next time you try to organize a school event, support a local charity, or help a friend in need,...

What Are the Tax Benefits of an LLC for Rental Properties?

What Are the Tax Benefits of an LLC for Rental Properties?

When you have valuable assets, significant costs or debt, or the possibility of someone getting hurt, a limited liability company (LLC) could help shield you from liability. Additionally, it can also help you with your...

Understanding FINRA Rule 1210 on Registration Requirements

Understanding FINRA Rule 1210 on Registration Requirements

FINRA Rule 1210 outlines registration requirements for individuals who work in securities or investment banking. Essentially, this rule says that any financial professional who’s engaged in investment banking or securities...

Should You Consolidate Your Retirement Accounts?

Should You Consolidate Your Retirement Accounts?

As you progress through your career, you may accumulate multiple retirement accounts from different employers, including 401(k) plans, IRAs or other investment vehicles. As a result, you may end up wondering if you should...

Perpetual Bonds: Definition, Yield Calculation, Examples

Perpetual Bonds: Definition, Yield Calculation, Examples

Perpetual bonds have no maturity date, allowing them to pay interest indefinitely, making them appealing for long-term income. They come in different types, such as government and corporate bonds, each with varying risks...

What Is Short Covering and How Can Investors Use It?

What Is Short Covering and How Can Investors Use It?

Short covering is a stock trading phenomenon that occurs when traders who have previously sold a stock short buy it back to close their position. This process can drive up the stock’s price, especially if multiple...

What Is Short Interest Ratio and How Do Investors Use It?

What Is Short Interest Ratio and How Do Investors Use It?

The short interest ratio helps traders and analysts understand market sentiment and potential price moves. It compares the number of shares sold short to the average daily trading volume. A high ratio means more investors...

How a Naked Call Options Strategy Works in Investing

How a Naked Call Options Strategy Works in Investing

A naked call is an advanced strategy where an investor sells call options without owning the asset. It can be profitable if the stock stays below the strike price but carries unlimited risk when the price rises. Given the...

New York Mansion Tax: Overview, Exemptions, How to Avoid

New York Mansion Tax: Overview, Exemptions, How to Avoid

The New York mansion tax, which is applied to real estate transactions that exceed specific price thresholds, can add significant costs. Understanding how it works, who is subject to it, and what types of exemptions exist...

California Mansion Tax: Overview, Exemptions, How to Avoid

California Mansion Tax: Overview, Exemptions, How to Avoid

California is known for its high property values. And in some parts of the state, like Los Angeles, high-value property owners now face additional financial considerations with a mansion tax. Officially known as the...

Guide to Form ADV Part 3 (Form CRS)

Guide to Form ADV Part 3 (Form CRS)

Completing Form ADV is required to register with the SEC as an investment advisor. Form ADV Part 3, also referred to as Form CRS, includes details about your firm’s services, the fees you charge, standards of conduct and...

Cyberattacks are on the rise, and they're costing us billions of dollars

Cyberattacks are on the rise, and they're costing us billions of dollars

Drata examined analyst reports and news reports to determine the cost of cyberattacks to companies and consumers around the world.

7 Financial planning tips for women

7 Financial planning tips for women

Experian rounds up seven actions women can take right now to help take charge of their finances.

I’m 65 With $1.1 Million in My 401(k) and IRA and a $2,800 Social Security Check. What’s My Retirement Budget?

I’m 65 With $1.1 Million in My 401(k) and IRA and a $2,800 Social Security Check. What’s My Retirement Budget?

A retirement budget has two major parts: income and expenses. Income can come from many sources, including Social Security or pension retirement benefits, annuity payments, investment interest and retirement account...

PEO insurance explained: A guide for employers

PEO insurance explained: A guide for employers

Thatch explores how PEO insurance helps small businesses access cost-effective benefits, streamline administration, and provide employees with comprehensive coverage.

How much does it cost to start an LLC in 2025?

How much does it cost to start an LLC in 2025?

LegalZoom breaks down the costs of forming an LLC in 2025, with fees ranging from $35 to $500 depending on the state and the services you opt for.

Cities and states with the biggest female wage gap

Cities and states with the biggest female wage gap

TruckInfo.net analyzed the impact women have had on the labor force, how they are represented across various occupations, the wage gap, and how it's changed over time.

How does a corporate credit card work?

How does a corporate credit card work?

Brex explores everything to know about corporate cards—from how they work to basic functionality to advanced features that streamline operations.

Life Insurance Industry Size and Local Investments by State – 2025 Study

Life Insurance Industry Size and Local Investments by State – 2025 Study

Life insurers collect premiums from policyholders and, because their payouts — like death benefits or annuities — often happen years down the line, they have a big pool of cash to invest in the meantime. With trillions in...

Guide to FINRA Securities Licenses and How to Earn Them

Guide to FINRA Securities Licenses and How to Earn Them

A FINRA securities license enables you to offer financial advice and sell investments to clients. The pathway to licensure involves completing one or more FINRA-administered exams to test your knowledge of the securities...

What Is the $1,000 a Month Rule for Retirement Planning?

What Is the $1,000 a Month Rule for Retirement Planning?

Retirement planning requires careful consideration of income sources, expenses and long-term financial stability. The $1,000 a month rule is a simple guideline that can help you estimate how much savings you need to...

Taxes on REITs vs. Dividend Stocks: What’s the Difference?

Taxes on REITs vs. Dividend Stocks: What’s the Difference?

Investors seeking passive income often choose between real estate investment trusts (REITs) and dividend stocks, both of which provide regular payouts. However, their tax treatment differs and can impact overall returns. A...

How Do Interest Earnings Accumulate in a Deferred Annuity?

How Do Interest Earnings Accumulate in a Deferred Annuity?

A deferred annuity is a long-term investment that grows tax-deferred and provides income in retirement. Interest earnings accumulate without immediate taxes, allowing savings to grow. Taxes are paid when withdrawals begin,...

Build-to-rent boom: 110,000+ single-family rentals under construction across U.S., with Texas, Arizona, and Florida in the lead

Build-to-rent boom: 110,000+ single-family rentals under construction across U.S., with Texas, Arizona, and Florida in the lead

Point2Homes shares insights about real estate inventory based on its build-to-rent report.

Here's how the global economy impacts your car insurance rate

Here's how the global economy impacts your car insurance rate

CheapInsurance.com used Bureau of Labor Statistics and UN Comtrade data to explore domestic and international factors that can impact car insurance rates.

Integrating ICHRAs with other employee benefits: 8 best practices for employers

Integrating ICHRAs with other employee benefits: 8 best practices for employers

Thatch details how to integrate ICHRAs with employee benefits effectively.

I’m 60 and Retiring Soon. How Should I Structure My $1.2 Million Portfolio?

I’m 60 and Retiring Soon. How Should I Structure My $1.2 Million Portfolio?

Broadly speaking, there are three stages to retirement planning: accumulation, distribution and estate.  The accumulation phase refers to your working life, which is when you build the wealth that you’ll...

10 Proven ways to spark a successful business idea

10 Proven ways to spark a successful business idea

Shopify shares 10 proven ways to inspire your next business idea, including real examples from successful entrepreneurs.

What is whaling? How and why scammers target top management

What is whaling? How and why scammers target top management

Spokeo shares everything to know about whaling attacks, particularly for those in a senior position within their company.

What It Takes to Be Middle Class in America – 2025 Study

What It Takes to Be Middle Class in America – 2025 Study

For middle-class Americans, the dream has long been a life of reasonable comfort — a stable home, the ability to save enough money to retire, and enough left over for periodic splurges like family vacations, updated cars,...

How many business bank accounts can you have?

How many business bank accounts can you have?

Brex explains why structuring multiple accounts can provide financial security, streamline operations, and support sustainable growth and how to do so effectively.

Mansion Tax: What It Is, Who Pays It, How to Avoid It

Mansion Tax: What It Is, Who Pays It, How to Avoid It

Buying high-value real estate often comes with additional costs, including the mansion tax. This tax is applied when a residential property exceeds a specific price threshold. It is typically set at $1 million or higher....

How to trademark a business name to ensure it stays one-of-a-kind

How to trademark a business name to ensure it stays one-of-a-kind

LegalZoom details how to trademark a business name with the United States Patent and Trademark Office.

I’m 52 With $1.4 Million in My 401(k). Would Catch-Up Contributions Be Worth It?

I’m 52 With $1.4 Million in My 401(k). Would Catch-Up Contributions Be Worth It?

Catch-up contributions are usually worth it, in the sense that it’s always a good idea to boost your retirement savings. If you can increase your savings, it’s generally wise to do so. The question for many households over...

How to Calculate Effective Gross Income (EGI) for Real Estate

How to Calculate Effective Gross Income (EGI) for Real Estate

Effective gross income (EGI) is a key metric for real estate investors looking to evaluate the income potential of a property. It represents the total revenue that a property generates after accounting for vacancy losses...

Accredited Investor vs. Sophisticated Investor

Accredited Investor vs. Sophisticated Investor

Accredited investors must meet financial criteria set by the SEC, allowing them to invest in private offerings such as hedge funds and private equity. A sophisticated investor, on the other hand, does not need to meet...

Electric vehicle tax credits 2024 and 2025: What you need to know

Electric vehicle tax credits 2024 and 2025: What you need to know

Edmunds takes a look at the key rules for buying new, buying used, and leasing electric vehicles—and then digs into the details regarding tax credits.

How to Get an Accredited Investor Letter for Verification

How to Get an Accredited Investor Letter for Verification

An accredited investor letter is a document that verifies an individual or entity meets the financial criteria required to qualify as an accredited investor under U.S. Securities and Exchange Commission (SEC) regulations....

What Is a Non-Accredited Investor?

What Is a Non-Accredited Investor?

A non-accredited investor is an individual or entity that does not meet the financial requirements set by the Securities and Exchange Commission (SEC) for accredited investor status. This typically means having a net worth...

Are Your HOA Fees Tax-Deductible?

Are Your HOA Fees Tax-Deductible?

Homeowners association (HOA) fees are a common expense for those living in condominiums, townhouses and planned communities that need to maintain shared amenities. However, when tax season arrives, many homeowners wonder...

Accredited Investor: Definition, Qualifications, Rules

Accredited Investor: Definition, Qualifications, Rules

An accredited investor is an individual or entity that meets specific financial criteria giving them access to private investment opportunities not registered with the U.S. Securities and Exchange Commission (SEC)....

Which Investments Have the Least Liquidity?

Which Investments Have the Least Liquidity?

Liquidity refers to how quickly and easily an asset can be converted into cash without significantly affecting its market price. While some investments, like stocks and bonds, are known for their high liquidity, others are...

The complete guide to invoice matching

The complete guide to invoice matching

Brex explores the evolution of invoice matching from manual verification to automated intelligence, examining different matching types, implementation strategies, and automation benefits.

Do Amended Tax Returns Raise Red Flags or Trigger an Audit?

Do Amended Tax Returns Raise Red Flags or Trigger an Audit?

Taxpayers typically amend their returns to correct mistakes, claim missed deductions or report additional income. While the IRS does allow amendments, many worry that filing a Form 1040-X could increase their chances of an...

Are Union Dues Tax-Deductible?

Are Union Dues Tax-Deductible?

The Tax Cuts and Jobs Act (TCJA) of 2017 eliminated the federal tax deduction for union dues from 2018 through 2025. However, certain states, such as New York, allow union members to deduct these dues on their state income...

How Does a Living Trust Work?

How Does a Living Trust Work?

A living trust is an estate planning tool that can allow you to maintain control over your assets, specify how they should be distributed and even protect them from legal challenges or financial mismanagement. Unlike a...

Covered Bonds: What They Are and How to Invest

Covered Bonds: What They Are and How to Invest

Covered bonds are a type of debt security issued by financial institutions and backed by a pool of high-quality assets, such as mortgages or public-sector loans. This means that investors are safeguarded by both the...

Not everyone is keen on artificial intelligence. Here's why some businesses are skeptical.

Not everyone is keen on artificial intelligence. Here's why some businesses are skeptical.

Drata explored why businesses hesitate to adopt AI, citing skepticism, budget limits, and lack of expertise as key barriers to AI growth.

Can a Living Trust Avoid Probate?

Can a Living Trust Avoid Probate?

Unlike a will, a living trust does not go through probate, which can save time and reduce legal costs. This can help streamline the process of distributing assets to designated beneficiaries without delays or expenses. To...

Will I Be Getting a $5,000 DOGE Tax Refund? Does It Make Sense to Wait to File My Taxes?

Will I Be Getting a $5,000 DOGE Tax Refund? Does It Make Sense to Wait to File My Taxes?

Are you due for a DOGE tax refund? Not yet. On Thursday, the Trump Administration made news when President Donald Trump and Elon Musk publicly discussed the idea of a tax break funded by cuts to government spending. The...

Ask an Advisor: I’m 54 and Inherited a $100k Annuity from My Mom. Should I Take the Lump Sum or Monthly Payments?

Ask an Advisor: I’m 54 and Inherited a $100k Annuity from My Mom. Should I Take the Lump Sum or Monthly Payments?

I inherited a non-qualified annuity from my mom. I am on SSDI and I receive $1,800 per month. The annuity is worth $100,000. I am trying to decide whether to take monthly payments for the rest of my life, which should be...

Wealth Advisor in Omaha

Wealth Advisor in Omaha

Originally Posted On: https://omahabusinessinsider.com/wealth-advisor-in-omaha/

Consumer Spend

Consumer Spend

Photo from Unsplash Originally Posted On: https://www.empower.com/the-currency/money/consumer-spend

Leading LGBTQ+ Addiction Treatment Program CEO To Address Meth Epidemic Nov 25

Leading LGBTQ+ Addiction Treatment Program CEO To Address Meth Epidemic Nov 25

A growing epidemic facing Southern California and West Hollywood, in particular, will be explored at a press conference on National Meth Awareness Day, Monday, November 25 from noon to 12:30 pm at Being Alive’s Harm...

5 Culinary Capitals Where Dollar Takes You Far

5 Culinary Capitals Where Dollar Takes You Far

Photo from Unsplash  

Lifestyle Today Show - February 15, 2025

Lifestyle Today Show - February 15, 2025

Primary sclerosing cholangitis (PSC) is a rare liver disease, yet a major symptom remains untreated.

Primary sclerosing cholangitis (PSC) is a rare liver disease, yet a major symptom remains untreated.

Cyndi Lauper & Dermatologist Dr. Omar Noor Get Candid about Plaque Psoriasis

Cyndi Lauper & Dermatologist Dr. Omar Noor Get Candid about Plaque Psoriasis

Lifestyle Today Show - February 8, 2025

Lifestyle Today Show - February 8, 2025

Lifestyle Today Show - January 18, 2025

Lifestyle Today Show - January 18, 2025

Lifestyle Today Show - August 24, 2024

Lifestyle Today Show - August 24, 2024