Personal Finance Guides & Financial Advice | The Epoch Times

The Hidden Costs of Retirement: How to Prepare for the Unexpected

Retirement has hidden costs—plan ahead to avoid surprises.

9/9/2025

Featured

Tax| By

How Are Annuities Taxed?

Annuities grow tax-deferred—but how much you’ll owe depends on whether they’re qualified or non-qualified, and who inherits them.

9/8/2025

5 Popular Investing Strategies You Should Really Rethink

Featured

Stocks| By

5 Popular Investing Strategies You Should Really Rethink

Market clichés may rhyme, but time in the market wins every time.

9/8/2025

Featured

How to Use Technology to Save Money

From shopping apps to smart home devices, technology can cut costs and help you save money every day.

9/6/2025

Featured

How Much Does a Financial Advisor Cost?

A good financial advisor isn’t an expense—they’re an investment.

9/6/2025

Investing

How Major US Stock Indexes Fared Sept. 8

Stocks| By

How Major US Stock Indexes Fared Sept. 8

9/8/2025

Stocks| By

5 Popular Investing Strategies You Should Really Rethink

Market clichés may rhyme, but time in the market wins every time.

9/8/2025

How Major US Stock Indexes Fared Sept. 5

Stocks| By

How Major US Stock Indexes Fared Sept. 5

9/5/2025

How Major US Stock Indexes Fared Sept. 4

Stocks| By

How Major US Stock Indexes Fared Sept. 4

9/4/2025

Wealth Management

Tax| By

How Are Annuities Taxed?

Annuities grow tax-deferred—but how much you’ll owe depends on whether they’re qualified or non-qualified, and who inherits them.

9/8/2025

The 4 Rules for Cash: How to Manage Your Money the Smart Way

Estate| By

The 4 Rules for Cash: How to Manage Your Money the Smart Way

9/3/2025

Can You Claim an Aged Parent as a Dependent?

Tax| By

Can You Claim an Aged Parent as a Dependent?

9/2/2025

The Big Beautiful Bill Brings Big Changes for Taxpayers

Tax| By

The Big Beautiful Bill Brings Big Changes for Taxpayers

8/23/2025

Wealth Management

Tax| By

How Are Annuities Taxed?

Annuities grow tax-deferred—but how much you’ll owe depends on whether they’re qualified or non-qualified, and who inherits them.

9/8/2025

Estate| By

The 4 Rules for Cash: How to Manage Your Money the Smart Way

Cash isn’t flashy, but it’s the foundation of a strong financial plan.

9/3/2025

Tax| By

Can You Claim an Aged Parent as a Dependent?

Taking care of aging parents is difficult, but it’s also expensive.

9/2/2025

Tax| By

The Big Beautiful Bill Brings Big Changes for Taxpayers

8/23/2025

Retirement

The Hidden Costs of Retirement: How to Prepare for the Unexpected

Retirement has hidden costs—plan ahead to avoid surprises.

9/9/2025

What to Do 10 Years Before Retirement

9/5/2025

Retirement Accounts| By

A Guide to Roth Conversions

9/5/2025

Fixed Income| By

Tom Margenau

SSI Is Not Social Security

9/3/2025

Retirement

The Hidden Costs of Retirement: How to Prepare for the Unexpected

Retirement has hidden costs—plan ahead to avoid surprises.

9/9/2025

What to Do 10 Years Before Retirement

Retirement is closer than you think—here’s how to make every dollar count.

9/5/2025

Retirement Accounts| By

A Guide to Roth Conversions

RMDs can trigger big taxes—Roth conversions may cut the hit.

9/5/2025

Fixed Income| By

Tom Margenau

SSI Is Not Social Security

When most folks say they want to file for SSI benefits, they are actually referring to Social Security.

9/3/2025

Budgeting

How to Use Technology to Save Money

From shopping apps to smart home devices, technology can cut costs and help you save money every day.

9/6/2025

How Much Does a Financial Advisor Cost?

9/6/2025

Debt Management| By

Get on Top of Costly Medical Bills

9/2/2025

Mary Hunt

Financial Planners 101

9/2/2025

Budgeting

How to Use Technology to Save Money

From shopping apps to smart home devices, technology can cut costs and help you save money every day.

9/6/2025

How Much Does a Financial Advisor Cost?

A good financial advisor isn’t an expense—they’re an investment.

9/6/2025

Debt Management| By

Get on Top of Costly Medical Bills

Even with insurance, medical bills can pile up fast.

9/2/2025

Mary Hunt

Financial Planners 101

Here’s the lowdown on financial planners, advisers, coaches, and debt managers.

9/2/2025

Credit Cards

Merchant Credit Card Fees Passed to Consumers

Personal Finance| By

Merchant Credit Card Fees Passed to Consumers

Whether the retailer raises prices to meet fees or tacks on a surcharge, you could end up paying more when you swipe that card.

6/12/2025

Are Store Credit Cards a Bad Idea?

12/18/2024

How to Maximize Your Credit Card Rewards

How to Maximize Your Credit Card Rewards

11/30/2024

Be Gentle, but Don’t Fund Financial Irresponsibility

Dave Ramsey

Be Gentle, but Don’t Fund Financial Irresponsibility

11/15/2024

Credit Cards

Personal Finance| By

Merchant Credit Card Fees Passed to Consumers

Whether the retailer raises prices to meet fees or tacks on a surcharge, you could end up paying more when you swipe that card.

6/12/2025

Are Store Credit Cards a Bad Idea?

12/18/2024

How to Maximize Your Credit Card Rewards

11/30/2024