These midyear tax strategies can trim next year’s bill from the IRS and reduce ‘unwelcome surprises’
seksan Mongkhonkhamsao | Moment | Getty Images 1. Review tax withholdings When starting a new job, you fill out Form W-4, covering how much your...
Financial planners
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Single-stock ETFs are ‘way too risky for 99% of investors,’ advisor says. What to know before adding one to your portfolio
Oscar Wong | Moment | Getty Images Most investors think of exchange-traded funds as a simple way to buy a diversified basket of individual stocks...
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Op-ed: Here’s what every woman needs to know about investing
Thomas Barwick | Getty Images Despite setbacks during the pandemic, the financial influence of women in the U.S. only stands to grow in the coming...
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Here’s where I bonds may work in your portfolio, according to financial advisors
I bonds are currently paying 9.62% annual interest through this October, presenting an opportunity for investors with a range of goals, according to financial experts....
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Getting a divorce? Here’s how to tackle those money issues
Peter Dazeley | The Image Bank | Getty Images When dealing with a divorce, it can be hard to focus on your future finances. However,...
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Worried about a recession? Here’s how to prepare your portfolio
FG Trade | iStock | Getty Images More from FA Playbook: Here’s a look at other stories impacting the financial advisor business. “We all understand...
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IRS to refund a ‘very welcome’ $1.2 billion in late-filing fees for nearly 1.6 million taxpayers
Ekaterina Goncharova | Moment | Getty Images The IRS on Wednesday announced it will waive penalties for many Americans who late-filed tax returns during the...
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Here’s how much cash retirees need to weather a stock market downturn
Luminola | E+ | Getty Images Amid high inflation and rising interest rates, there are fears of a prolonged stock market downturn, and some retirees...
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Here’s when tax-loss harvesting makes sense … and when it doesn’t
When the stock market dips, a strategy known as tax-loss harvesting can be a silver lining. But it doesn’t make sense for all portfolios, financial...
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Investors have put $43 billion in dividend-paying funds this year. Before you ‘chase dividends,’ here’s what to know
With increased fears of a possible recession, investors seeking steady income may turn to stocks paying quarterly dividends, which are part of company profits sent...
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Op-ed: Why investors should care about who owns their advisor’s firm
Getting financial advice online is easier than ever before. Even so, many investors are likely to discover that there is no substitute for a human...
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Here’s why inflation may be less costly for some retirees
A shopper at a San Francisco grocery store on May 2, 2022. David Paul Morris | Bloomberg | Getty Images Inflation is a growing concern...