It’s been a volatile year for the market – here are the key things to know before rebalancing your portfolio

After a volatile year for the stock and bond markets, it may be time to rebalance your portfolio by shifting assets to match your original goals, experts say. As of November 28, the…

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3 Lesser-Known Ways to Lower Your 2022 Tax Bill or Increase Your Refund Before the End of the Year

Charles Taylor | fake images 1. If your income is higher in 2022, defer your bonus until 2023 If you’ve had a solid year and expect lower earnings in 2023, you might try…

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5 ways to save $300 before the end of the year

Image source: Getty Images If saving an extra $300 feels impossible, these tips may help. Key points The additional savings can help you get out of challenging financial situations in the future. Consider…

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3 Reasons I’m Skipping Black Friday Shopping This Year

Image source: Getty Images Is it really worth shopping on Black Friday? Key points Black Friday is one of the biggest shopping days of the year, and for the past few years, I’ve…

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I am a 61 year old flight attendant who wants to retire at 70. I will have a pension of $900 a month and receive Social Security, but I only have $150K in my 401(k). Should I get professional help?

This flight attendant is looking for financial help from an advisor, but how should she choose the right one? fake images Ask: I think I need a financial adviser. I am 61 years…

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End of Year Financial Planning Checklist

end of year checklist The end of the year means different things to different people as they make decisions and set their intentions to improve various aspects of their lives. However, there is…

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