Personal Finance
Latest Personal Finance News
Who’s Entitled to the Tax Refund of a Deceased Person?
If the deceased was due to receive a tax refund, determining who is entitled to the money is a key…
Cross-Border Tax Planning: A Comprehensive Guide
Cross-border tax planning involves structuring your finances to account for tax laws in more than one country. Whether you are…
What’s the Ideal Age to Retire for Longevity?
Retirement is a major life decision and the timing can affect more than just your finances. While having enough money…
De Minimis: 2025 Trump Changes and Effects on Consumer Costs
The term de minimis refers to a U.S. customs rule that exempts low-value imports—typically under $800—from tariffs. In 2025, the…
401(k) Asset Allocation By Age: Examples and Charts
As you progress through your career, your income investment strategy should evolve to balance growth opportunities with risk management. In…
401(k) Millionaires by Age Group
Becoming a 401(k) millionaire represents a significant milestone in retirement planning. According to recent data, the average age at which…
Trump’s Tax Plan for Capital Gains Taxes
With the Tax Cuts and Jobs Act (TCJA) set to expire at the end of 2025, tax policy is once…
Trump Tax Plan: Homeschool Tax Credit
The Trump-backed tax plan currently advancing through Congress could bring meaningful changes to how education expenses for homeschoolers are treated…
What Is Trump’s Plan for Taxes on Overtime?
A Trump-backed tax plan currently advancing through Congress proposes significant changes to the federal taxation of overtime pay and tip…
Trump Tax Plan: Will Social Security Taxes Get Cut?
President Donald Trump advocated for the elimination of federal income taxes on Social Security benefits during his 2024 campaign. However,…
