How To

How to Become an Amazon Affiliate: 2025 Step-By-Step Guide

How to Become an Amazon Affiliate: 2025 Step-By-Step Guide...

How to Appeal a Health Insurance Denial

If your insurer refuses to pay for a treatment or procedure that you believe should be covered, use our guide to appeal....

How to Retire Early: 28 Insider Tips from Real People Who Did It and Are Living the Dream

How to retire early? Find out with real world tips from people who actually retired in their 40s and 50s. You can do it! The post How to Retire Early: 28 Insider Tips from Real People Who Did It and A...

How To Make Charitable Gifts More Effective And Reap More Benefits

Most people wait until late in the year to plan their charitable gifts. That traditional approach often leaves a lot of money and other benefits on the table....

Got Assets? Attorney Explains How to Protect Them From Greedy Lawsuits

Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning....

Homeowners: How To Generate $2,400/Month For Life From Your House

How retirees can use reverse mortgages or HELOCs to unlock tax-free income, preserve portfolios, and boost financial flexibility in uncertain markets....

Four Financial Shocks Retirees Face and How to Avoid Them

Turn these financial shocks into mere "bothers" with a little foresight and preparation....

Is Your Social Security Earnings Record Wrong? Here's How to Fix It

Your Social Security benefits are based on your Social Security earnings record. It's important to review your records to avoid having your benefits reduced....

How to Be Your Own Consumer Watchdog

Big changes are afoot at federal agencies. Make these moves to protect yourself financially....

How to Age Gracefully: Learn from Bill Gates, the Who and David Attenborough

Getting old isn’t nearly as bad as many people think it will be. Nor is it quite as good. Maybe it’s somewhere in between....

How to allocate a RRIF for secure income in retirement

Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied” environment. The post How to allocate a RRIF for secure...

How to Turn Education Planning Into Retirement Planning

Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement....

Buying The Dip: How To Overcome Fear During A Correction And Prosper

During the recent stock market correction, I decided to buy the dip. But this time, I didn’t just buy my usual dip-buying amount of $25,000 to $100,000. I went much bigger. All told, I spent ove...

You Could Live a Century. Here's How to Plan for Your Retirement.

Your retirement planning needs a longevity check, according to a new study. Here's what you can do....

How To Find Your Ideal Retirement Spot

Forbes editors use lots of metrics to pick the 25 top retirement places. This couple used a 64-foot-long boat and landed at one of our picks: The Villages, in Florida....

Mother’s Day: ‘Fake’ Holiday Pressure & How to Beat Guilt

Let me tell you a secret about Mother’s Day. It’s not real. It’s a made-up holiday invented by marketers — ... Read more...

How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps

How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps...

How to Calculate Dollar-Weighted Return Formula in Excel — The Excel XIRR Function

Do you know how to calculate your investment return accurately? Use XIRR. This demonstration shows you how and includes spreadsheets. The post How to Calculate Dollar-Weighted Return Formula in Excel ...

How to Get Your Finances Back on Track After a Divorce

Taking charge of your money after a divorce will feel daunting, especially when you're faced with a lower income. The key is tackling your to-do list in stages....

How to increase assets that won’t tank ACA subsidies

As the title states, is there any way to shift around assets so that I have more that wont increase my ACA subsidy. I am 59 and planning to retire at 59.5.Almost all of my assets are currently divided...

How to Move Up to the Next Level and Buy a Multi-Million Dollar Home

An emailer asked about the best way to buy a $3 million home without selling their current home. Here are seven options to think about. The post How to Move Up to the Next Level and Buy a Multi-Millio...

How to Access Your Parents’ Medicare: Enroll and Manage Their Care

Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated....

How to Make Changing Interest Rates Work for Your Retirement

Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the situation....

How to handle PTO at the time of retirement in 2yrs.

I am not sure if it better to take my 48 days of PTO when I retire or burn them all off in the months before retirement date? I dont know if on way is better for tax purposes or if there is something ...

How to Retire in 5 Years (Or less): 17 Things to Do Within 5 Years of Retirement

As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 17 things you need to do NOW for a secure future. The post How to Retire in 5 Years (Or less): 17 Things to Do...

How to Put Together Your Personal Net Worth Statement

Now that tax season is over for most of us, it's the perfect time to organize your assets and liabilities to assess your financial wellness....

How to convert a pension amount into dollar value

Hard to create a succinct title. Just saw an article that says I need 80% of my current income multiplied by years of retirement. So I do the math and come up with 3 million. I don't have 3 million. B...

How To Easily Determine The Right Amount Of Stock Exposure

Only when the stock market goes down do people start to wonder whether they have too much exposure to stocks (equities). Questions arise:Should I cut back? Should I buy the dip? What’s the appro...

How to Tax-Loss Harvest with Vanguard

Tax-loss harvesting is a strategy where you sell losing positions to get a tax deduction. Here's how to tax-loss harvest with Vanguard. The post How to Tax-Loss Harvest with Vanguard appeared first on...

How to Store Your Financial Documents the Right Way

Having mountains of financial paperwork take over your home can be frustrating. Here's how to get the mess under control while still having your essential information at your fingertips....

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up! The post Retirement Planning for Women: 10 Reasons Why You A...

Six Reasons to Disinherit Someone and How to Do It

Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how....

How to make sure you have enough money to fund your RRIF withdrawals

Once you start RRIFing, how do you make sure you have enough cash, and should you dial down risk? The post How to make sure you have enough money to fund your RRIF withdrawals appeared first on MoneyS...

How To Survive The Most Dangerous Time After Buying A House

The first year after purchasing a house is the most dangerous and potentially challenging period. This is particularly true for first-time homebuyers who likely stretched their finances to achieve a 1...

How to Make Money Online for Beginners: 10 Easy Options for 2025

How to Make Money Online for Beginners: 10 Easy Options for 2025...

Six Reasons to Disinherit Someone and How to Do It

Whether you're navigating a second marriage, dealing with an estranged relative or leaving your assets to charity, there are reasons to disinherit someone. Here's how....

Retirement Planning for Couples: How to Plan to Be So Happy Together

Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy....

How to file a tax extension: Everything you need to know

Not ready to file taxes by April 15? Here's how to file an extension with the IRS. Some states have been declared federal disaster areas, providing some taxpayers automatic extensions....

How to Reduce Homeowners Insurance Costs Without Sacrificing Coverage

If you're looking to lower the cost of how much you pay in homeowners insurance premiums, here are some tips to think about. The post How to Reduce Homeowners Insurance Costs Without Sacrificing Cover...

How to coach clients through the chaos of market volatility

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times....

Going Through Probate? How to Find the Right Attorney

Just having the skills and experience to do the job isn't enough. The probate attorney you hire needs to have the right temperament for your particular case....