Browsing: Personal Finance

I live in California.I bought an investment property in California with my sister. My aunt gifted us the money for the down payment. We weren’t in…

If you want to retire early but don’t have enough financial resources, you can still turn your retirement fantasies into reality by learning from people who…

Being laid off is always tough, but especially so around the holidays. Just ask the Citigroup C, +0.24% employees who learned they were being let go…

Introduction to the CCA In a recent Chief Counsel Advice (CCA) issued November 28, 2023 the IRS took the position that modification of a grantor trust,…

Dear Quentin, I am 73 and my husband is 76. We married three years ago, and I moved overseas to be with him. We are in…

The S&P 500 gained 26.29% during 2023 when you include the return from dividends. This 2023 return more than offset the 18.11% loss during 2022. With…

Falling mortgage rates have already breathed “new life” into the U.S. housing market, a new report by Redfin RDFN, -4.07% says, and that momentum could pick…

By Ellen Ryan, Next Avenue When Irene Glowinski packs grocery bags for critically ill patients and Cheryl White brings her trained service dog to visit hospitals…

Against the backdrop of persistent racial and ethnic wealth disparities, Latino families have seen some positive signs in the past few years, a new report suggests.Hispanic…

The Corporate Transparency Act (“CTA”) is upon us. January 1 all new entities have to register with the FinCEN. Unless Congress acts to defer filings for…