News
Best Dates for Federal Employees to Retire in 2024
More federal employees retire on December 31st than any other day of the year. This has to do with the accrual of annual leave and making sure you get the highest lump-sum payment possible for your use or lose annual leave. This also leads to a significant increase in...
How New 529 Plan Rules Can Help with Your Retirement Planning
Recent changes to the plans allow for the savings to be rolled into a Roth IRA, as long as certain rules are met, if a child decides not to pursue their education College 529 plans have been around for about 25 years. 529 plans derive their name from Section 529 of...
Can you transfer ownership of your home to a trust without violating the terms of your mortgage?
There is a federal law called the Garn-St Germain Act. Federal Regulations allow for transfers to trusts in which the transferor or a member of the transferor’s family is a beneficiary. For example, borrowers may transfer ownership of their primary residence to their...
Why the father of ‘life planning’ says you’re managing money the wrong way
George Kinder, recognized as the founder of financial life planning, thinks consumers are shortchanging themselves by putting off goals until retirement age.Read More...
ETFs are on pace to break record annual inflows, but this wild card could change it all
ETF inflows could rise as investors begin to search for other opportunities outside of money market funds.Read More...
3 ways Wall Street’s largest banks are leveraging AI to increase profitability
Top finance leaders are becoming convinced that the tech will transform their businesses.Read More...
U.S. job market slows, but it’s not yet a ‘three-alarm fire,’ economist says
The labor market has shown unambiguous signs of cooling, economists said. Recession could follow if the trajectory continues.Read More...
China should focus on fighting deflationary pressure, former central bank governor says
China's policymakers need to focus on boosting domestic demand, Yi Gang, former head of the People's Bank of China, said Friday at the Bund Summit in Shanghai.Read More...
7-Eleven’s parent company rejects takeover proposal, says offer ‘grossly undervalues’ company
Even if the offer was raised "very significantly," Seven & i said the bid does not consider the "multiple and significant challenges" it would face.Read More...
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