The fourth quarter of the year can be an opportunity to review your finances, as well as prepare yourself for the upcoming year, experts say. "It's absolutely a great time to do that," said Dan ...

As the year winds down, it’s the perfect time to make some smart moves before the calendar flips to 2026. Think of it as a financial tune-up that could help with saving money and setting you up for ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. As the year draws to a close, many of us use the slower pace of the holidays ...

Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. The year 2025 is quickly coming to a close, and with it comes ...

The US Fed lowered its policy rate target 25 basis points (now 3.50 to 3.75%) and announced it would buy $40 billion of TBills monthly as part of a reserve and liquidity management tool. After ...

As the calendar winds down, there’s still time to strengthen your financial foundation and set yourself up for success. Taking action now can help you save money on taxes, organize your finances, and ...