Money and Finance
Personal finance, taxes, and the long math on wealth.
Spring Portfolio Rebalancing After a 9 Percent S&P Run is Easier Than You Think
Your portfolio probably drifted further than you realize after Q1 2026. Rebalancing in April is straightforward if you keep it simple.
The Debt Avalanche or the Debt Snowball: One Method Will Save You More Money
One in four Americans named paying off debt as their top financial goal this year. The method you pick matters. Here is how both strategies...
30 Year Mortgage Rates Slip To 6.07 Percent As Spring Homebuying Window Opens
The average 30 year fixed mortgage rate dropped to 6.07 percent this week, down from 6.15 percent last weekend, with the 15 year fixed loan...
Series I Bond Rate Resets Friday May 1 to Approximately 4.26 Percent With the 0.90 Percent Fixed Rate Likely to Hold
The Treasury announces the new I Bond rate Thursday for purchases starting Friday. Composite rate is projected to rise from the current...
The Mega Backdoor Roth Strategy That Lets High Earners Move 47,500 Dollars Of After Tax Money Into A Roth Each Year
For 2026, the IRS allows total 401(k) contributions of 72,000 dollars or 80,000 if you are 50 or older. After your salary deferral and any...
HSA Triple Tax Advantage in 2026 Is the Most Underused Wealth Building Account in America
The 2026 Health Savings Account contribution limits are 4,400 dollars for individuals and 8,750 dollars for families with a catch up of...
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