Tag: Personal saving

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    This 38-year-old is financially independent with passive income. Here's how he built a 7-figure real estate portfolio

    Shu Matsuo Post, 38, built a $2 million real estate portfolio, according to documents seen by CNBC Make It.Courtesy of Shu Matsuo PostThe...

    This 'back of the napkin math' shows whether you could have a surprise tax bill, expert says

    Yellow Dog Productions | The Image Bank | Getty ImagesOne way to estimate tax withholdingYou can start by finding your total federal taxes...

    This is the 'billion-dollar blind spot' of 401(k)-to-IRA rollovers, Vanguard finds

    Sergio Mendoza Hochmann | Moment | Getty ImagesMany investors unknowingly make a costly mistake when rolling their money from a 401(k) plan to...

    Op-ed: Here's how to make healthy open enrollment decisions as a couple

    Andreswd | E+ | Getty ImagesOpen enrollment season can be a whirlwind for anyone. Being in a relationship adds an extra layer of...

    IRS: This 'rule of thumb' shows who needs to make a third-quarter estimated tax payment by Monday

    Weiquan Lin | Moment | Getty ImagesThe third-quarter estimated tax deadline for 2024 is Monday, Sept. 16, and skipping a payment could trigger...

    Don't expect 'immediate relief' from the Federal Reserve's first rate cut in years, economist says. Here's why

    Recent signs of cooling inflation are paving the way for the Federal Reserve to cut rates when it meets next week, which is...