The pandemic has shed fresh light on the need for workers to make sure their budgets, wills and insurance coverage are in good shape no matter what their age.
Even with President Trump’s recent executive action, some types of federal student loans may not qualify for an interest freeze after Sept. 30.
The $2 trillion coronavirus stimulus package passed in April included provisions for forbearance for homeowners struggling to make payments on federally-backed mortgages. Now homeowners are exploring their options as some forbearance periods end.
Our personal finance team tackles common questions to help small-business owners navigate these trying times.
The principal adviser and executive vice president at Altfest Personal Wealth Management has been an advocate for female advisers over the past 40 years. Her team manages over a billion dollars in assets.
With the pandemic causing so much uncertainty in the world, many people are struggling to make financial decisions. Here are some expert pointers for assessing your needs and options, and moving ahead responsibly.
Earlier this year, disruptions due to the coronavirus pandemic prompted the Treasury Department and IRS to announce a historic three-month delay to the April tax deadline. Here are answers to questions taxpayers are asking.
Taxpayers and their advisers are rushing to file claims for refunds of 2016 taxes in case the Affordable Care Act is struck down. For many higher earners who could benefit, the deadline to file such claims is Wednesday.
In an effort to reduce the premature flow of money out of 401(k)-style plans, a large 401(k) record-keeping service is starting to adopt a service that automatically transfers balances of $5,000 or less to a new employer’s 401(k) plan, provided the employee doesn’t opt out.
Jane Schwartzberg, managing director at UBS wealth management, wants women to understand and take ownership of their finances.
With pandemic-related job losses still high, some couples are having to adjust to living on one income. We speak to financial planners about the steps households could take to make their finances work in this new reality.
With the help of regulators and lawmakers, 401(k) plans are trying to become more like the old-fashioned pension plans they replaced. The latest example involves private equity, an illiquid investment that is a staple in pensions and now wants to be in your 401(k).
The Internal Revenue Service issued a notice that people who took required distributions from retirement accounts this year can put the money back.
The firm is launching an advisory service that covers key elements of long-term financial planning at the low cost for which the company is known. The automated service, called Digital Advisor, is aimed at younger investors and cuts out human financial advisers entirely.
Amid protests over racial inequality, people are looking to company donation-matching programs to help maximize their donating power. Programs vary from company to company, though, and there are tax wrinkles.
Lenders have been directed to give consumers a break on some of their monthly bills amid the coronavirus crisis. Here is how that’s supposed to happen.
Credit-card offers touting 0% interest charges are appearing in fewer consumers’ mailboxes these days.
The coronavirus pandemic has been economically devastating. At the same time, local stay-at-home orders and a work-from-home world mean some people have extra money to put away—for now.
As coronavirus restrictions in the U.S. go into their third month and many elderly continuing to stay inside, some may be asking their adult children to help with financial chores. Here’s a guide on how to respond.
What some college students may not realize is that they have to pay taxes on their financial aid if the money covered housing, travel or food