Stacker-Personal Finance & Investing

By Jen Roney for Mercury A large bonus, an equity payout, or acquisition proceeds can quickly change your financial picture. But you don’t need to decide what to do next right away. For founders and employees at growing companies, the instinct may be to put idle cash to work immediately. However, a windfall can bring

By Janet Berry-Johnson, CPA, CFEI for Intuit TurboTax When you work for yourself, the stakes of open enrollment are much higher than they are for someone on an employer-sponsored plan.  Three decisions you make during the Open Enrollment Period (OEP) affect your tax return: Your income estimate: The Marketplace uses your income estimate to set your Advance

By Nooreen Baig for CreditNinja Saving money isn’t always about earning a higher salary or having more discipline. Sometimes, it’s about making a few smart financial decisions that help your money grow without requiring constant effort. From compound interest to automatic retirement contributions, certain money-saving rules can make managing your finances easier. And many of

By Jim Wang for Intuit TurboTax Daylight saving time ended Sunday, Nov.1 at 2 a.m. Sunset comes earlier, so lights, heating and other appliances run more in the evening. Now is a good time to get your home ready so it uses less energy. Intuit TurboTax provides tips to help you stay warm and use less

By Natalie Dowdle for Thimble In this economy, more adults are turning to secondary streams of income to make ends meet. The Penny Hoarder’s February 2026 survey of 1,000 adults with side hustles delved into the world of side hustles, also known as gig work, freelancing, and contract work. Fifty-three percent of those adults admitted that

By Christine Giraud for Forbright Bank If you’ll have young adults at your Thanksgiving table, the topic of money could come up this year. Seventy-two percent of U.S. adults under 30 said they feel comfortable talking about finances with family and friends in the 2026 Consumer Money Survey of more than 3,200 respondents conducted by Forbright

By Adam Middleton for Intuit TurboTax Roth and Traditional IRAs can be an important part of retirement planning. In this article, Intuit TurboTax outlines which one may be best suited for you.   A Traditional IRA gives you a tax break today. A Roth IRA gives you one in retirement. Converting means paying the tax bill

By Lindsay Vansomeren for Freedom Debt Relief Being in the military means you’re used to tackling anything. You have the discipline to overcome sticky challenges by getting creative with your solutions and sticking with them for the long haul.  That skill set doesn’t just apply to your work. It applies at home, too, especially for

By Anthony Crudele for NinjaTrader Understanding the specifications of futures contracts is a key part of learning how to trade futures. These details affect everything from how much capital you need to what time of day you can place trades. Below, NinjaTrader explores the core elements that make up a futures contract and how each one

By Sherrell McMillan for Wells Fargo You made it. The honest conversations between you and your partner provided a clear picture of your combined finances. Now, you’ve been preapproved for a mortgage by the financial institution of your choice and know how much you can spend — time to find a home. Where to begin? Wells

By Jack Caporal for The Motley Fool Prediction markets have a unique draw: the ability to bet on real-world events, from the weather to election results to whether the Federal Reserve will raise interest rates, all from the convenience of a smartphone. To many, they look like a way to turn knowledge or a hunch

By Lisa Greene-Lewis for Intuit TurboTax The passing of the One Big Beautiful Bill brought sweeping changes to the tax code and beyond. It permanently extended certain Tax Cuts and Jobs Act (TCJA) provisions that were set to expire, including a higher cap on the state and local tax (SALT) deduction, and introduced changes to

By Josh Steinfeld for Pave As companies are going through their annual budgeting exercises for 2027, one of the most impactful decisions they will make is how much additional budget to allocate to employee salaries. This number dictates how much most employees will see their pay increase for 2027.  While this increase in budget tends

By Adam Middleton for Intuit TurboTax Tax write-offs, also known as tax deductions, reduce taxable income. By lowering your taxable income, you can reduce how much you owe. Deductions are different from tax credits. Tax credits directly cut your tax bill by reducing the actual taxes owed. However, both work to reduce your tax liability.

By Lindsay Vansomeren for Achieve If you’re a veteran, you’ve given a lot to your country. But some veterans struggle with making their debt payments each month. It’s not your fault, especially since money management in the civilian world can be far different than in your active duty years. You also face unique challenges that

By Cailin MacLean for Bernstein Private Wealth Management While key end-of-life planning documents focus on the who, what, and where, intentional conversations explain the why behind important decisions. Think of an estate plan as the blueprint for a home your family will one day enter without you. It may show them where everything is, who holds

By Jay Jackson for Abacus Global Management For decades, traditional financial advice operated on a straightforward formula: Build a diversified portfolio of stocks and bonds, beat a benchmark index, and harvest returns. Financial advisors proved their worth by helping their clients pick winning stocks. However, just beating the benchmark isn’t enough anymore. You might earn

By Jeremy Hewett for AccuQuote A person’s financial situation influences their economic resilience, mental health, and quality of life. Yet, talking about money remains taboo in some circles. Luckily, younger generations are bringing the conversation into the open. They’ve seen how financial security, or lack thereof, has impacted their parents and grandparents. The data backs

By Ed Durant for BHG Financial With good credit and steady cash flow, carrying a balance on a credit card can feel like a reasonable trade-off. In a higher-rate environment, however, APRs north of 20% make that trade-off far more expensive because revolving balances at those rates compound faster than most people expect. The interest

By Ginita Wall for Intuit TurboTax According to Deloitte’s annual holiday retail forecast, holiday retail sales will be between $1.70 to $1.71 trillion during November 2026 through January 2027. That’s an increase of about 4% from last year. PwC’s Holiday Outlook 2026 survey tells a slightly different story, predicting spending will dip by about 2%. Whether