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Personal Finance
Find personal finance top news, headlines, and videos from credit cards, mortgages, retirement, savings, taxes, and more from the The Epoch Times
Personal Finance | LATEST STORIES
US News
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Tom Ozimek
Student Loan Delinquencies Soar as Pandemic-Era Protections Expire
New York Fed data show a large spike in serious student loan delinquencies as collections resume and credit scores tumble.
May 13, 2025
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Tom Ozimek
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7 hours
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Future Planning
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Anne Johnson
Are You in the Middle-Class Trap?
Achieving financial freedom and avoiding the middle-class trap takes a proactive and strategic approach.
May 13, 2025
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Anne Johnson
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14 hours
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Retirement Accounts
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Tribune News Service
What 401(k) Savers Near Retirement Can Do Amid Market Volatility
Timing the market doesn’t pay off. It usually ends with selling low and buying high.
May 13, 2025
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Tribune News Service
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15 hours
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Economic Policies
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Wesley Brown
New ‘Junk Fee’ Rules Kick In for Live-Event Ticketers and Short-Term Rentals
The rules require that all mandatory fees be disclosed upfront, except for taxes and shipping charges.
May 12, 2025
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Wesley Brown
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May 12
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Future Planning
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Anne Johnson
Travel Trends and Hacks for the Summer of 2025
Here are some handy tips for saving time and money when flying or driving.
May 12, 2025
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Anne Johnson
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May 12
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Estate
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Due
5 Tips for Building Generational Wealth
A 2023 study by AMG National found that 90 percent of inherited wealth disappears by the third generation.
May 12, 2025
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Due
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May 12
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Fixed Income
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Anne Johnson
Millions Receive First-Time Social Security Benefits
Millions of individuals who had paid into Social Security did not receive benefits. The Social Security Fairness Act changed that.
May 10, 2025
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Anne Johnson
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May 10
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Future Planning
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Javier Simon
How to Keep Your Finances in Check During a Recession
Even if things do get worse and we cross into recession territory, there are ways to safeguard your finances.
May 09, 2025
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Javier Simon
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May 09
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Estate
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Javier Simon
Is Now the Right Time to Create a Grantor Retained Annuity Trust?
May 08, 2025
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Javier Simon
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May 08
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Real Estate
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Anne Johnson
What Mortgage Lenders Do and Don’t Want to See on a Bank Statement
Lenders use your bank accounts to determine your liquidity and stability. They want to assure themselves that you can afford the mortgage.
May 07, 2025
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Anne Johnson
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May 07
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Estate
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Tribune News Service
Reasons to Disinherit Someone and How to Do It
There may come a time when you need to update and change the beneficiaries in your will.
May 07, 2025
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Tribune News Service
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May 07
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Estate
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Javier Simon
Protect Your Family’s Financial Legacy From the Tax Man With a Generation-Skipping Trust
A generation-skipping trust allows the transfer of assets to grandchildren or great-grandchildren and shields them from taxes.
May 06, 2025
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Javier Simon
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May 06
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Future Planning
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Due
Wage Growth Outpaces Inflation, but Economic Challenges Remain
As the economy continues to evolve post-pandemic, the relationship between wages and prices will remain a critical indicator of household financial health.
May 06, 2025
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Due
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May 06
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Debt Management
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Anne Johnson
Government Goes After Defaulted Federal Student Loans
According to a Department of Education news release, 42.7 million borrowers owe more than $1.6 trillion in student debt.
May 05, 2025
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Anne Johnson
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May 05
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Stocks
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Tribune News Service
What Is the Buffett Indicator?
May 05, 2025
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Tribune News Service
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May 05
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Future Planning
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Anne Johnson
Living the RV Lifestyle: Should You Do It?
RVing isn’t just for baby boomers; younger adults are also choosing the open roads.
May 03, 2025
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Anne Johnson
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May 03
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Debt Management
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Due
How to Balance Student Loan Repayment With Other Financial Goals
Balancing student loan repayment with other financial goals requires thoughtful planning and disciplined execution.
May 03, 2025
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Due
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May 03
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Real Estate
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Anne Johnson
How Does a Second Home Impact Finances?
Buying a second home can be challenging because of the higher interest rate and larger down payment.
May 02, 2025
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Anne Johnson
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May 02
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Investing
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Tribune News Service
What to Do With Your Tax Refund
May 02, 2025
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Tribune News Service
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May 02
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Real Estate
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Anne Johnson
Is an Assumable Mortgage the Right Financial Move for You?
These increasingly popular mortgages could save you big bucks.
May 01, 2025
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Anne Johnson
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May 01
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