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personal-finance: Archive
Financial Freedom at 73: Finding the Sweet Spot for Stocks in Your Retirement Portfolio
by Zacks Equity Research
Unlock how the 120-age rule can guide your stock allocation for financial growth and security in your retirement years.
asset-allocation personal-finance retirement risk
Sail Through Retirement: Navigating Unemployment and Social Security
by Zacks Equity Research
While Social Security does not consider unemployment benefits as earnings, the inverse relationship can be complicated. Your state may adjust your unemployment benefits if you're simultaneously receiving Social Security.
personal-finance retirement retiring-early
Navigating the Tax Maze at 70: Unraveling Social Security and Income Taxes
by Zacks Equity Research
While taxes may be part of your golden years, smart planning can help you enjoy your hard-earned retirement income to the fullest.
401k-plan personal-finance retirement tax-filing taxes traditional-ira
Healthcare in Retirement: Personal Finance 101
by Madeleine Johnson
Like all retirement-related things, healthcare is very important to plan for (financially and emotionally). Here's what retirees need to know about healthcare in your nest egg years.
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healthcare personal-finance retirement retirement-savings
5 New Year's Resolutions for Investors in 2020
by Madeleine Johnson
As 2019 comes to a close, many of us are probably making a list of new goals for 2020, like eating healthier or hitting the gym more. But what about resolutions concerning your money and personal finances?
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401k-contributions personal-finance retirement retirement-savings
How to Reap Maximum Benefits From Social Security
by Chandrima Sanyal
A disciplined approach to earnings and an informed entry to retired life assures safety and bliss. Here we discuss ways to get the most out of social security in retirement.
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average-retirement-age income personal-finance retirement savings wealth
Ring In 2020 With These Resolutions for Financial Fitness
by Rimmi Singhi
As we get ready to roll out the red carpet for 2020, consider these resolutions for better financial health.
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credit-score debt investment net-worth personal-finance retirement savings wealth
Investing For Beginners: Why Stock Prices Rise & Fall
by Benjamin Rains
In this video from Zacks Investing For Beginners, host Ben Rains, explores the fundamental ideas behind stock prices and discusses why they rise and fall...
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income investment personal-finance
Health Insurance in Retirement: How to Save
by Shilpa Mete
Health insurance is crucial for retirees since medical care is becoming highly expensive.
CINegative Net Change ANTMPositive Net Change UNHNegative Net Change
personal-finance
How Much Do You Need to Earn to be a Part of the 1%?
by Chandrima Sanyal
A seven-figure income is not needed to enter the top 1% earners category in the United States. Here we discuss ways to boost income and reach this elite group.
AMZNPositive Net Change
asset-allocation budget cost-of-living income investment money-management personal-finance wealth
Social Security Taxes: A Safety Net Taking 6.2% of Your Pay
by Devyani Chamria
Social Security tax is an inescapable tax that comes out of your paycheck, but is it enough to fund the benefits given under the Social Security program?
AMZNPositive Net Change
personal-finance taxes
How do Interest Rate Hikes & Cuts Impact Consumers?
by Sandip Chakraborty
The Fed's decision to change short-term interest rates usually impacts consumers' spending habits in a number of ways depending on various economic factors.
AMZNPositive Net Change
interest-rate personal-finance
Why You Shouldn't Consider Your Tax Refund as 'Free Money'
by Rajashree Bhattacharyya
A tax refund is the amount given back to you when the tax you paid exceeds your total tax liability, which suggests that tax refunds are not free.
AMZNPositive Net Change
investment personal-finance tax-return
The Ultimate Checklist for a Relaxing Retired Life
by Rimmi Singhi
Be financially secure and in the right frame of mind to ensure leisure and happiness in your golden years.
AMZNPositive Net Change
insurance-premium personal-finance retirement retirement-savings savings
First-Time Home Buying Tips: Personal Finance 101
by Madeleine Johnson
Buying a home for the first time is a huge deal, and there's a lot of information you have to sift through. Check out the latest Personal Finance 101 video for what you need to know.
AMZNPositive Net Change
personal-finance
The Market Timing Secrets No One Talks About
by Zacks Research Staff
Investors are always trying to time the markets but often fail. You can learn a few strategies to time the markets below.
TRIPNegative Net Change NFLXNegative Net Change AMZNPositive Net Change FBPositive Net Change GOOGPositive Net Change AAPLNegative Net Change MSFTPositive Net Change NVDAPositive Net Change
money-management personal-finance wealth
Investing Secrets to Retire Early
by Zacks Research Staff
Achieving the financial freedom to retire early is a dream for many. And making that dream a reality isn???t as impossible as it sounds. The secret is simple: Save a lot more each month. Sounds easy, right? Not so fast.
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average-retirement-age investment personal-finance retirement wealth
Will the New Tax Law Affect Retirees?
by Rajashree Bhattacharyya
The new federal tax legislation opens up a few options for retirees, among which the reduction in standard deduction holds utmost significance.
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investment personal-finance retirement tax-filing taxes
Contemplating Retiring Overseas? Consider this Primer First
by Rimmi Singhi
If you are up for some life-altering experiences post retirement, you need to understand the financial aspects and shortlist your preferred destinations accordingly.
IWMNegative Net Change VTVPositive Net Change SPYPositive Net Change IEMGNegative Net Change
personal-finance retirement
Beat Market Volatility With These Retirement Savings Hacks
by Rimmi Singhi
It's wise to maintain a cool head in a choppy market and refrain from making hasty emotionally-driven decisions.
IWMNegative Net Change VTVPositive Net Change SPYPositive Net Change IEMGNegative Net Change
investment personal-finance retirement retirement-savings
What is Capital Gains Tax? 5 Things to Know
by Sandip Chakraborty
You can reduce your tax liability by holding stocks for more than a year and allowing investments to compound tax free in retirement-savings accounts.
IWMNegative Net Change VTVPositive Net Change SPYPositive Net Change IEMGNegative Net Change
capital-gains personal-finance
Investing After Retirement: Personal Finance 101
by Madeleine Johnson
Investing after retirement requires looking at your current financial situation, and then creating the best investment plan for you.
IWMNegative Net Change VTVPositive Net Change SPYPositive Net Change IEMGNegative Net Change
personal-finance retirement retirement-savings
Should You Itemize or Take the Standard Deduction for 2019?
by Devyani Chamria
Before mapping out your tax strategy for your 2019 returns, it may be helpful to crunch numbers and compare both itemizing and the standard deduction.
IWMNegative Net Change VTVPositive Net Change SPYPositive Net Change IEMGNegative Net Change
deduction personal-finance tax-filing
8 Facts You Can't Miss About a Roth 401(k)
by Sweta Jaiswal
Here, we discuss some interesting facts about Roth 401(k)s to help create a successful retirement plan.
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401k-contributions 401k-plan personal-finance retirement
3 Investment Tips to Help You Achieve Your 2019 Goals
by Chandrima Sanyal
Here are a few ways to invest your money that will help you improve your financial health and mitigate the impacts of any potential adversity.
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income interest-rate investment personal-finance retirement-savings savings