A new savings initiative, called Trump Accounts, aims to help lower-income families build wealth. The program is part of a larger bill proposed by President Donald Trump. While the details are still unclear, financial experts have mixed opinions about its potential impact. Starting in 2026, the gov
In recent times, politics has taken center stage in financial planning discussions. This shift comes as no surprise, given the recent government shutdown, fluctuating tariffs, and stock market ups and downs. A recent study by the CFP Board reveals that politics is now the top concern for many Americ
Ever wondered how Orange County handles its huge $10. 8 billion budget? This is your chance to find out! On Monday, Dec. 1, from 5-6 p. m. , you can join an online chat on Reddit and ask anything about the county's money matters. The chat will feature big shots like county CEO Michelle Aguirre, CFO
Many business owners are not ready to hand over their companies. A recent study found that most of them do not have a clear plan for this. In fact, 76% of those surveyed said they either have no plan or are still working on one. This shows that many business owners are unsure about the future of the
Kevin O'Leary, a well-known investor, has some strong opinions on home buying. He thinks it's not always the best move, especially for young adults. His advice? Rent first, invest the savings, and buy later when it makes more sense. O'Leary suggests that buying a home only makes sense if you plan t
Finance teams have been doing things the old way for too long. They spend hours on spreadsheets and manual data entry. This makes it hard for them to focus on bigger picture stuff, like guiding the company's strategy. The problem? The tools and skills needed to make this shift were often too expensi
Starting to invest might feel like a big step, but it doesn't have to be. Many people hold back because they think they need a lot of money or a deep understanding of finance. However, the truth is, you can begin with just a little and learn along the way. One simple way to get started is by invest
Medicare's open enrollment period is here, and it's crucial to understand your options. This period, which runs from October 15 to December 7, is your chance to switch or change your Medicare plan. It's important to note that the deadline is firm, even if it falls on a weekend. During this time, yo
Crypto investors have not been great at paying taxes on time. A 2023 IRS review showed that only about 25% of crypto investors are likely to pay their taxes on time. But things are about to change in 2025. Starting in 2025, investors with accounts on centralized crypto exchanges will have their tra
Managing money can feel like a puzzle. There are apps to help, but picking the right one is key. YNAB, or You Need A Budget, is a top choice for those who want to plan every dollar. It's like having a financial coach in your pocket. The app teaches you to assign jobs to your money, making spending d
