Advisors

About half of holiday shoppers have already started making purchases or plan to begin by Halloween, according to a recent Bankrate survey.  Most of them will use credit cards to pay for at least some of their purchases, the survey shows. “A couple of years ago, early holiday shopping was all about the supply chain

Ethan Hawke sits with Winona Ryder in a scene from the 1994 film “Reality Bites.” Universal Pictures | Moviepix | Getty Images As Generation X knows all too well, “reality bites,” to quote the iconic 1994 film of the same name. Most Gen Xers — roughly defined as those born between 1965 and 1980 —

Cravetiger | Moment | Getty Images The 60/40 portfolio — a cornerstone strategy for the average investor — has been stressed by the pandemic-era economy and market dynamics. However, “the 60/40 portfolio certainly isn’t dead,” Holly Newman Kroft, managing director and senior wealth advisor at asset manager Neuberger Berman, said Thursday at the semiannual CNBC

Demonstrators call for immigration reform near the White House on Feb. 14, 2022. Nicholas Kamm | AFP | Getty Images As the U.S. fertility rate continues to fall, there are growing concerns about the long-term economic impact: A smaller population means less tax revenue, which could reduce funding for programs such as Social Security and

DjelicS | Getty If you filed a tax extension for more time on your 2022 return, the deadline is fast approaching. The federal tax extension deadline on Oct. 16 is the last chance to avoid a late filing penalty, according to the IRS. However, some filers in disaster areas may have additional time. “The best

The Powerball jackpot soared to an estimated $1.4 billion as of Oct. 6, 2023, according to the Multi-State Lottery Association. Justin Sullivan | Getty The Powerball jackpot has soared to an estimated $1.4 billion ahead of Saturday night’s drawing — and financial experts have tips for the lucky winner. As the third largest prize in

Ana Paula Cortes Courtesy: Ana Paula Cortes Ana Paula Cortes graduated from New York University in 2021 with her master’s degree in creative writing — and $100,000 in student debt. Lea este artículo en español aquí. Cortes, a U.S. citizen who grew up in Mexico, had to finance her degree on her own. She was raised

Amid heightened economic uncertainty, Americans, overall, are saving less. The personal savings rate — how much people save as a percentage of their disposable income — was 3.9% in August, well below a decadeslong average of roughly 8.9%, according to the latest data from the U.S. Bureau of Economic Analysis. And yet, consumers continue to spend,

The Powerball jackpot hit $1.2 billion on Oct. 3, 2023, the third biggest prize in the game’s history. Scott Olson | Getty The Powerball jackpot has climbed to an estimated $1.2 billion — the third-largest prize in the game’s history — without a winner on Monday night. Among the winner’s big decisions will be the

Taylor Swift performs onstage at Lumen Field in Seattle on July 22, 2023. Mat Hayward/tas23 | Getty Images Entertainment | Getty Images Taylor Swift fans forked out an average $2,183 for a resold ticket to a concert on the superstar’s The Eras Tour, according to resale research site TicketIQ. Now, ticket resellers may owe taxes

TikTok logo displayed on a cellphone. Hyoung Chang | Denver Post | Getty Images With consumers turning to social media for financial information, tax advisors are often battling misinformation spread by influencers on popular platforms like TikTok. Nearly 80% of millennials and Gen Zers have used social media for financial advice, according to a 2023

Halfpoint Images | Moment | Getty Images Many women already feel they are behind when it comes to being financially prepared for retirement. There’s another risk they have to watch for: disruptive curveballs life throws at them that may put them off track, according to recent research from financial services firm Edward Jones and aging