Moneywise
IT'S ALL ABOUT MONEY MANAGEMENT
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FATCA: What It Is, How It Affects Investors
September 2014 -
Offshore accounts are receiving a new level of scrutiny. The Foreign Account Tax Compliance Act (FATCA) took effect on July 1, 2014 to fight tax dodgers.
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Classic Investing Mistakes
August 2014 -
Fear, greed, bias, randomness, inattention—these are the root causes of the classic investing blunders. We have all made them; here are tips to avoid them in the future.
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Tax Scams & Schemes
July 2014 -
Year after year, criminals try to scam taxpayers, and some taxpayers try to cheat the IRS. These cons occur year-round, not just during tax season. Here are the 12 biggest offenses.
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The Retirement We Imagine, the Retirement We Live
June 2014 -
As you approach retirement, you may find your spending and career exit not matching your expectations. You may even be pleasantly surprised by some of these developments.
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How and When to Sign Up for Medicare
May 2014 -
Breaking down the enrollment periods and eligibility: How to enroll in Medicare (is your enrollment automatic or not?), and when you can add or drop forms of Medicare coverage.
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Retire at 65 ... or Not?
April 2014 -
Isn’t 65 the traditional retirement age? Perhaps, but baby boomers and the Social Security Administration are revising the definition. Your assets matter more than your age.
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Organizing Your Paperwork for Tax Season
March 2014 -
How prepared are you to prepare your 1040? The earlier you compile and organize the relevant paperwork, the easier things may be for you (or your tax preparer). Here are some tips.
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It Isn’t Too Late to Save for Retirement
February 2014 -
If you’re 40 or 50 and haven’t begun, you must make the effort. If you need to play catch-up, here are some retirement savings principles to keep in mind.
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IRS Retirement Plan Adjustments for 2014
January 2014 -
Rules changes for IRAs, 401(k)s and other savings vehicles. Here is a roundup of the changes for 2014.
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Your Annual Financial TO DO List
December 2013 -
What financial, business, or life priorities do you need to address for 2014? Now is the time to think about investing, saving, or budgeting methods, and year-end financial moves.
