Investor and author Alexa von Tobel

Talking to a child about money may sound unnecessary, or even daunting. But kids can typically grasp concepts about money as early as age 6, experts say, and research shows that they form permanent money habits as early as age 7. Learning how to manage money and plan for their financial future can help ensure their […]

How to reduce health-care costs during Medicare Advantage open enrollment

Andreswd | E+ | Getty Images Certain retirees can now change their health coverage during Medicare Advantage open enrollment, which runs until March 31. Medicare Advantage is health coverage provided through private companies that are paid by Medicare to cover your benefits. If you’re already on a Medicare Advantage plan, you can take advantage of […]

Imposter scams are top fraud of 2023, FTC says. How to protect yourself

Vasily Pindyurin | fStop | Getty Images Consumers lost a record $10 billion to fraud in 2023, and imposter scams were the most prevalent swindle, according to the Federal Trade Commission. Nearly 854,000 people filed complaints to the FTC about imposter scams in 2023. This represents 33% of the total consumer fraud reports filed to […]

How to reactivate your lapsed PPF account — A step by step guide

The Public Provident Fund (PPF) stands as an excellent investment choice for numerous individuals in India. It presents appealing features, such as a 15-year investment duration, tax advantages on investments, interest earnings, maturity proceeds, and a decent interest rate of 7.1%. An annual investment in the PPF can range from a minimum of ₹500 to […]

How to Convert Paper Bonds to Electronic Bonds

From taking out a loan to investing in stocks and bonds, most money moves can be done online nowadays. If you’re like me and still have paper savings bonds, you can make your life easier and better protect your funds by converting them to electronic form. Traditionally issued in physical form, the U.S. Treasury offers […]

A how-to on getting a retention bonus from your credit card company

Have you contacted your credit card company yet to ask for a retention bonus? I wrote about retention bonuses in a recent newsletter – they’re bonus points or annual fee waivers given to loyal and valued cardholders who ask for them. That’s the thing about retention bonuses – you have to ask. Peter Hambly, a […]

Here’s how to take advantage

TikTok‘s latest financial trend, “loud budgeting,” has been gaining steam, and experts say it’s easier to accomplish than many might think. The concept encourages consumers to take control of their finances and be vocal about making money-conscious decisions, rather than modeling purchase behaviors after celebrities and their bottomless pockets. It can be as simple as […]

How to vet your tax preparer, according to the IRS

  Damircudic | E+ | Getty Images Why it may be harder to find an accountant Accounting bachelor’s degree completions have been falling about 3% every year since 2015, according to the American Institute of Certified Public Accountants. The number of new candidates sitting in for the certified public accountant exams has also been declining […]