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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
Estate
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Javier Simon
Use This Trust Fund When Your Home Increases in Value
The gift and estate tax exemption could drop from $13.99 million to around $7 million in 2026.
Apr 19, 2025
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Javier Simon
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21 hours
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Estate
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Javier Simon
3 Trusts to Shield Assets From Estate Taxes
Many individuals take advantage of legal trusts to shield assets from estate taxes and redistribute them smoothly to their heirs.
Apr 18, 2025
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Javier Simon
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Apr 18
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Real Estate
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Tribune News Service
What to Consider Before Buying a Vacation Home
Apr 18, 2025
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Apr 18
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Insurance
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Anne Johnson
What Are the 8 Types of Homeowners Insurance?
Apr 17, 2025
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Anne Johnson
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Apr 17
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US News
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Chase Smith
Text Message Scams Cost Americans $470 Million in 2024, FTC Says
The scams are increasingly targeting businesses and using tactics such as fake fraud alerts and bogus job offers.
Apr 16, 2025
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Chase Smith
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Apr 16
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Economy
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Louis Navellier
With Tariff Threats Delayed, Stocks Recover & Bonds Fall
Apr 16, 2025
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Louis Navellier
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Apr 16
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Insurance
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Anne Johnson
How Does a CLUE Report Affect Insurance?
Apr 16, 2025
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Anne Johnson
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Apr 16
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US News
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Jack Phillips
IRS Gives Last-Minute Exemption to Taxpayers in Tennessee Ahead of Tax Day
The deadline for most Americans to file their taxes is Tuesday, April 15, 2025.
Apr 14, 2025
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Jack Phillips
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Apr 14
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Investing
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Javier Simon
The Rush Into Money Market Funds: Should You Invest?
If you’re looking for a place to park large sums of cash until better investment opportunities arise, then a money market fund may be right for you.
Apr 14, 2025
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Javier Simon
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Apr 14
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Tax
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Tribune News Service
Maximizing Retirement: 7 Types of Tax-Free Income in 2025
Apr 14, 2025
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Tribune News Service
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Apr 14
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Personal Finance
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Naveen Athrappully
IRS Says Over $1 Billion in Tax Refunds Unclaimed, Urges Taxpayers to Check Eligibility
Eligible taxpayers who don’t file promptly stand to lose money from refundable tax credit programs.
Apr 12, 2025
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Naveen Athrappully
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Apr 12
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Tax
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Rodd Mann
You Got a Personal Injury Settlement. Does the IRS Feel Your Pain?
Apr 12, 2025
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Rodd Mann
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Apr 12
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US Real Estate
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Naveen Athrappully
US Homeowners Must Earn $50,000 More Than Renters to Cover Mortgage Payments: Report
The 10-year treasury yield, which is directly proportional to mortgage rates, has been on the rise since April 4.
Apr 12, 2025
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Naveen Athrappully
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Apr 12
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Insurance
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Tribune News Service
Strategies to Save Money on Prescription Drugs
Apr 12, 2025
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Apr 12
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Tax
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Rodd Mann
The IRS Says This Is Taxable Income. Surprise!
Apr 11, 2025
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Rodd Mann
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Apr 11
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US News
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Naveen Athrappully
House Votes to Repeal Biden-Era Rule Restricting Bank Overdraft Fees
‘The Biden-era CFPB overdraft rule would harm the very consumers it’s supposed to protect,’ said Sen. Tim Scott.
Apr 10, 2025
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Naveen Athrappully
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Apr 10
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Debt Management
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Anne Johnson
Why Debt-to-Income Ratio Matters
Apr 10, 2025
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Anne Johnson
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Apr 10
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Tax
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Tribune News Service
AI Tax Scams Target Middle and Older Adults, What to Know
Apr 10, 2025
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Apr 10
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Personal Finance
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Juliette Fairley
More Americans Made ‘Hardship Withdrawals’ From Retirement Funds in 2024, Study Finds
The study also found that the average account balance had increased to $134,000 at the end of 2023 compared with $106,000 in 2019.
Apr 10, 2025
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Juliette Fairley
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Apr 10
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Personal Finance
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Naveen Athrappully
Mortgage Credit Availability Jumps to Highest Level in More Than 2 Years
The increase came while mortgage rates remained elevated above the 6.5 percent level.
Apr 09, 2025
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Naveen Athrappully
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Apr 09
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