Personal Finance
Latest Personal Finance News
I’m a payments analyst. Here’s how my family is paying for things at the Paris Olympics
My wife Chelsea and older daughter Ashleigh are currently in Paris attending the Olympics. As someone who studies the payments…
Trump Calls For Eliminating The Income Tax On Social Security Payments
When Donald Trump broached the idea of getting rid of federal income taxes on Social Security payments, critics immediately dumped…
What Retirement Accounts Can Be Held Jointly?
While bank accounts and many other financial accounts can be jointly owned, retirement accounts like IRAs and 401(k)s are inherently…
Essential Businesses Bear The Brunt Of ERC Denials, Tax Pros Say.
The Employee Retention Credit (ERC) – sometimes called the Employee Retention Tax Credit or ERTC – is a refundable tax…
FAFSA For 2025-2026 Set To Open On December 1 After Soft Launch Period
The Department of Education announced that the 2025 - 2026 Free Application For Federal Student Aid (FAFSA) will be available…
How to do a balance transfer with Chase
Key takeaways If you want to consolidate high-interest credit card debt, transferring a balance to a Chase credit card with…
How the Federal Reserve impacts personal loans
Bloomberg Creative/Getty Images July Fed meeting On July 31, 2024, the FOMC decided to hold steady on interest rates. The…
3 Upcoming Student Loan Forgiveness Dates Could Have Big Implications For Borrowers
Student loan forgiveness continues to be a major topic in national discourse as the Biden administration works to implement relief…
States With Tax Breaks for Renters: Do You Qualify?
“Tax breaks for renters are different from homeowners,” said Aaron Cirksena, CEO and Founder of MDRN Capital. “To qualify, renters need…
Can Employers Recover Their Attorneys’ Fees In ERC Refund Litigation?
In a recent news release, the IRS announced that it intends to deny “tens of thousands” of ERC refund claims…
