Personal Finance
Latest Personal Finance News
Spending Bill Has Something For Everyone, Including An Extension For Beneficial Ownership Information Reports
As the clock continues to tick down, Congressional leaders have finally released the text of a proposed funding measure to…
How To Cut Your Credit Card Debt In 5 Simple Steps
I’m not usually focused on numbers without wondering about people behind the numbers. One ongoing concern is household debt, which…
Baby Boomer-angs: New Banking Opportunities For The Generation That Won’t Go Away
OBSERVATIONS FROM THE FINTECH SNARK TANK In the past few weeks, two contacts of mine announced new jobs on LinkedIn.…
In Lawsuit Settlement Agreements, Tax Language Is Very Important
Almost every legal settlement includes a full release of claims. A release may recite some of the plaintiff's claims, but…
Senate Finance Committee Releases Report On PPLI Tax Shelters
Often feeling like the lone voice in the wilderness, I have written about abuses involving so-called Private Placement Life Insurance…
Inside Sunbit’s Mission To Bring Buy Now, Pay Later To Your Auto Mechanic And Dentist
Los Angeles-based lending startup Sunbit has raised $355 million in new debt financing led by JPMorgan Chase, Tokyo-based bank Mizuho…
What Will Happen To Trump’s Tax Policy Agenda?
Donald Trump’s return to the White House combined with Republican control of the Senate, and perhaps the House, will place…
What’s Your Wealth Activation Score?
Whether you’re trying to get rich quickly or slowly, there are a plethora of playbooks out there about saving, investing,…
3 Ways The Election Could Impact Fintech
The intersection of financial services and technology, otherwise known as fintech, has increasingly come under federal scrutiny, especially to the…
State Election Outcomes Mixed On Property Tax, Cannabis, And Other Ballot Measures
While federal tax questions have dominated the headlines this election cycle, state and local taxes can significantly impact individuals and…
