FEBRUARY 2024
VIA CNBC
A piece of legislation known as Secure 2.0 passed Congress in 2022 and brought with it a raft of changes to the rules surrounding Americans’ retirement savings.
VIA Kiplinger
Unlike many resolutions that require constant vigilance, such as dieting or exercising, you only have to take a few steps to improve your financial health and security in 2024 and the future.
VIA NerdWallet
The market remains tough for buyers, but there’s still no time like the present to start shopping. The long-term benefit of buying often outweighs the pain of toughing out the search.
VIA CNN
From reevaluating your spending habits to understanding the true value of money in your life, learn how to make your finances work towards your personal happiness and security.
VIA CNBC
The IRS will start accepting and processing 2023 tax returns for individual filers on January 29. Most taxpayers must file federal returns and pay balances by April 15 to avoid penalties and interest.
VIA US News
Lower interest rates pose a dual-edged sword for fixed-income investors, experts say. With the Federal Reserve likely to cut interest rates, here’s how retirees may approach their investment portfolios.