Wealth Management

Catherine Ivill – Ama | Getty Images Sport | Getty Images Many taxpayers are eager to file returns quickly to collect a refund, but it’s important to gather the necessary tax forms first, experts say. Every year, employers and financial companies report income and other activity on so-called information returns, such as W-2s and 1099s,

Maskot | Getty Images More than 3.2 million people will see increased Social Security benefits, under a new law. However, individuals who are affected may have to wait more than a year before they see the extra money that’s due to them from the Social Security Fairness Act, the Social Security Administration said in an

The White House is pausing federal grants and loans, according to a memo sent out Monday night, but the freeze will not impact student loans or financial aid for college. The freeze, which could affect billions of dollars in aid, noted an exception for Social Security and Medicare. The pause “does not include assistance provided directly

Rockaa | E+ | Getty Images As tax season opened on Jan. 27, the IRS received millions of returns, with many filers eager for a refund. Nearly 40% of taxpayers will rely on refunds this year to make ends meet, according to a Credit Karma survey that polled 1,000 adults in late December and early

Millennials have come a long way since their days of being called lazy or entitled. Despite reaching key milestones later than their parents once did, they are now wealthier than previous generations were at their age. “Younger families in the U.S. made remarkable gains,” according to an analysis of 2022 data by the St. Louis Federal

Jeffrey Hamilton | DigitalVision | Getty Images When it comes to money, couples face one question: should we keep our money separate, combine it or some combination of both? A December Bankrate survey finds 62% of couples who are in a committed relationship keep at least some money separate from each other. Of those couples,

Andreswd | E+ | Getty Images It’s official: Tax season is open for individual filers and the IRS has started to process 2024 tax returns. If you’re expecting a refund, there are key things to know, according to tax experts. “There are some very simple tips to get the fastest refund possible,” said Mark Steber,

Sporrer/Rupp | Image Source | Getty Images Millions of Social Security beneficiaries have now received their first benefit checks for 2025. The new 2.5% cost-of-living adjustment — which adds $50 per month to retirement benefits on average — marks the lowest increase since 2021, when inflation spiked shortly thereafter. With prices still high, many beneficiaries

Eleganza | E+ | Getty Images It’s exciting to find a new place to rent in your neighborhood or in a new city. That is, of course, unless you get duped. In so-called rental listing scams, scammers will make up listings that aren’t available for rent or simply do not exist in order to fraudulently

Miniseries | E+ | Getty Images As President Donald Trump kicks off a second term, many older investors are focused on how shifting policy could affect their wallets. But some key changes for near-retirees were already enacted for 2025. These updates could have a big impact on your finances — and may easily be missed,