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7 mins read
5 strategies for estate planning to get you started protecting your family and funds
These five estate-planning tips can be crucial in safeguarding and transferring your assets, and av…
Janet Berry-Johnson
9 mins read
8 ways to give your grandkids money without sacrificing your retirement savings
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Alexis Rhiannon
2 mins read
529 plan tax deductions are offered by 34 states - here's the list for 2021, along with states that give breaks for each other's plans
This chart details the 529 plan tax deductions or credits that 34 states provide on contributions f…
Lee Huffman
7 mins read
The difference between a Roth 401(k) and a traditional 401(k), and how to decide which retirement plan is right for you
This breakdown of the differences between Roth 401(k)s and traditional 401(k)s can help you weigh w…
Clint Proctor
6 mins read
529 plans offer a tax-free way to save for and pay educational expenses - here's how these state-sponsored investment accounts work
A 529 plan is an investment account earmarked for educational expenses. Earnings and withdrawals ar…
Lee Huffman
8 mins read
What is estate planning? A strategy to safeguard your family and your finances, and ensure your plans for them get carried out as you wish
Estate planning directs how assets get distributed if you die or can't function. Key plan elements …
Janet Berry-Johnson
5 mins read
I swear by 4 strategies to manage my money, no financial planner required
Personal Finance Insider offers tools and calculators to help you make smart decisions with your mo…
Caroline Lupini
3 mins read
I interviewed over 200 millionaires, and about half of them followed the same straightforward path to wealth
The reason they did not seem wealthy is because they lived very modest lives. Their homes were ordi…
Thomas C. Corley, Contributor
3 mins read
Here's what happens if you die without a will
According to FindLaw, if you're married and childless, your estate goes to your spouse. One big cav…
Áine Cain
3 mins read
How to do your taxes like the wealthy
There is a new tax law in town, and not brushing up on these changes could cost you. Take a hint fr…
Michael Solari
2 mins read
PIMCO sees 4 reasons why yields are going negative
According to PIMCO, negative yields could be 1) "a consequence of active monetary policy (with the …
Jonathan Garber
3 mins read
The case against completely merging finances with your spouse
For example, maybe the ex-couple has underage children and they need to protect the cost of a colle…
Shana Lebowitz
6 mins read
My husband and I don't have kids, so we asked ourselves 10 questions to decide who to include in our will
Disclosure: This post is brought to you by the Personal Finance Insider team. We occasionally highl…
Rebecca Chamaa
5 mins read
Capital gains are the profits you make from selling your investments, and they can be taxed at lower rates
Capital gains are profits derived from selling an investment or financial asset. They're often taxe…
Janet Berry-Johnson
3 mins read
Millionaires are using apps to manage their retirements
Stefan Zeisberger, assistant professor in the College of Business at New York's Stony Brook Univers…
Jonathan Garber
5 mins read
Investors Should Look For Fund Managers With Skin In The Game
"When we buy a business, we aren't thinking 'What's our exit strategy?" or "Are we going to find a …
Stephanie Yang
2 mins read
A self-made millionaire says the single most effective way to get rich is a simple decision most people don't make
These routes to wealth include: winning it, marrying it, inheriting it, or suing for it. But there …
2 mins read
7 Times You Can Take Money From Retirement Savings Without Fees
As the IRS puts it, you don't have to pay the penalty if you're using the funds to "buy, build, or …
6 mins read
Experts say your office 401(k) is the best place to start investing. Here's how it works.
Some 401(k)s offer "all-in-one" target-date funds that automatically rebalance to fit into your tim…
Tanza Loudenback
3 mins read
The single most effective way to get rich, according to a 90-year-old personal finance classic
Take whatever portion seems wise. Let it be not less than one-tenth and lay it by. Arrange your oth…