Personal Finance
Latest Personal Finance News
Baby Boomer-angs: New Banking Opportunities For The Generation That Won’t Go Away
OBSERVATIONS FROM THE FINTECH SNARK TANK In the past few weeks, two contacts of mine announced new jobs on LinkedIn.…
Sales Taxes On Halloween Candy Can Be More Trick Than Treat
Halloween spending is expected to reach $11.6 billion in 2024, just shy of last year's record-breaking spooky season—that works out…
What Open Banking Rules Could Mean For Consumers
Banks Are Finally Going to Have to Compete for Your Money It’s about to get harder for banks to hold…
It’s Time For Tax Pros To Renew Their Preparer Tax Identification Number (PTIN)—Here’s How
Even though tax returns on extension were filed just a few days ago, the IRS is already thinking about the…
Wharton’s Jeremy Siegel Calls Stocks The ‘Perfect Hedge’ Against Inflation; Predicts Four More Rate Cuts By Mid-2025
Wharton emeritus professor and WisdomTree senior economist Jeremy Siegel sees upward momentum for markets going into next year, adding that…
Al Capone Found Guilty Of Tax Evasion On This Day In 1931
On this day in 1931, Al Capone was found guilty of tax evasion. The gangster, who had reportedly boasted, “They…
Intuit Backpedals After Insulting Tax Pros With Latest Ad Campaign
After meeting with tax industry groups, Intuit has agreed to “evolve” away from corny ads urging consumers to “break up…
Apple Says Generative AI Isn’t Good At Math
OBSERVATIONS FROM THE FINTECH SNARK TANK Conclusions from a new Apple study might make consumers rethink using ChatGPT—and other Generative…
After Synapse Disaster, Stripe, Block And Other Fintech Heavyweights Join New Compliance Coalition
Over the past few years, fintechs and the banks they partner with have increasingly run afoul of compliance regulations, and…
IRS Announces Direct File Program Will Be Available In Twice As Many States In 2025
The U.S. Department of the Treasury and the IRS have announced that the number of states offering Direct File will…
