Take a cue from the rich: Do a midyear financial check-in

Financial advisers would tell you to rebalance your portfolio at a midyear check-in. Make these 4 money moves instead. Taking stock of your finances over the summer means looking at the big picture, ...

Social Security says I was overpaid for 7 years. I believe it's mistaken. Can they cut my benefits?

I just received a letter from the Social Security Administration stating that I was overpaid based on my earned income in 2019. It is now 2026. The SSA claims I earned $43,000 in 2019, but I actually ...

A new bill would cap Medicare enrollees' annual expenses at $5,000 - and could cost the government 'tens of billions'

A cost cap would save Medicare enrollees an average of about $1,200 a year, a study found. A new legislative proposal aims to create a $5,000 cap on out-of-pocket costs for traditional Medicare ...

Germany is considering raising its retirement age to 70. Could the U.S. follow?

Germany may gradually raise its retirement age to 70 by 2092. With Germany poised to become the latest country to raise its retirement age, that unpopular option may fall on Americans as Social ...

There's a 'Trump account' hack that can unlock decades of wealth-building for your kid

Parents can optimize the account's utility by thinking about it as a vehicle for jump-starting their child's tax-free retirement savings before the child is old enough to start working, which is ...

Insurers shifted roof-replacement costs onto homeowners thanks to a new federal rule - just in time for hail and hurricane season

A new federal rule for homeowners insurance is 'a Band-Aid on a bullet wound,' one mortgage expert says Some homeowners could pay more out of pocket for roof damage this hail season, thanks to a new ...

SpaceX stock is a terrible buy. What that actually means for the bull market.

Hot IPOs like SpaceX are often priced for perfection - and many of them sink before they swim. Mega-IPOs are poor investments. But overpriced IPOs don't tell you much about the broader market. SpaceX ...

After losing my son, would it be a mistake to sell my recently purchased house and move to my hometown?

I raised my children there as a single mother, and it was the last home my son lived in before he passed away unexpectedly' "My old house has a pool and a larger yard; my best friend lives five houses ...

'She is retired': Do I dip into my 401(k) to pay my mother's $30,000 credit-card debt?

Your mother racked up $30,000 in credit-card debt for reasons that are known to her. With the help of a financial planner, you could go through her credit-card bill to get a 360 into her finances, and ...
Opinion

I'm a CPA and tell my clients to claim Social Security early. Am I giving them bad advice?

"Am I wrong to advise my clients to claim early to avoid disappointment later?" (Photo subject is a model.) ...
Opinion

Going back to the office may actually be better for you than working from home

New research finds that remote workers - especially those living alone - suffer more mental distress than workers who go into the office. Fewer people are working from home - and that's probably a ...

AI turbocharged the stock market. Now it's firing up the economy.

Start with gross domestic product, the official scorecard of the U.S. economy: Surging investment in "information-processing equipment" - the stuff used to build out AI - added 0.8 percentage point to ...