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Some high-earning investors will soon owe taxes on years of deferred capital gains
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CNBC — Personal Finance

Some high-earning investors will soon owe taxes on years of deferred capital gains

President Donald Trump's "big beautiful bill," enacted last summer, made Opportunity Zones permanent. The legislation calls for new zones to be designated every 10 years, with the next round of nominations currently…

1d · 1 min read · 10 views
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Does crypto make your portfolio less risky? Only if you do it right, experts say
CNBC — Personal Finance

Does crypto make your portfolio less risky? Only if you do it right, experts say

Crypto tends to move with stocks during broad market sell-offs because digital assets are a "hybrid" between…

2d · 1 min read · 5 views
Trump Accounts create a 'legal backdoor' for Roth IRA wealth, tax attorney says
CNBC — Personal Finance

Trump Accounts create a 'legal backdoor' for Roth IRA wealth, tax attorney says

Trump Accounts, set to launch next month, have attracted nearly 6 million sign-ups from families. These accounts allow…

6/3/2026 · 1 min read · 44 views
At least 3.5 million people have lost food stamp access as Trump's 'big beautiful bill' cuts take effect, analysis finds
CNBC — Personal Finance

At least 3.5 million people have lost food stamp access as Trump's 'big beautiful bill' cuts take effect, analysis finds

The implementation of new legislation has resulted in over 3.5 million individuals losing access to food stamp…

5/30/2026 · 1 min read · 63 views
Travelers to Europe may be leaving money on the table. Here's why
CNBC — Personal Finance

Travelers to Europe may be leaving money on the table. Here's why

Travelers to Europe may miss out on potential VAT refunds due to specific regulations. Refunds typically apply only to…

5/30/2026 · 1 min read · 50 views
IRS unveils new health savings account limits for 2027
CNBC — Personal Finance

IRS unveils new health savings account limits for 2027

The IRS has announced new health savings account limits for 2027, amid rising healthcare costs and a focus on HSAs by…

5/29/2026 · 1 min read · 45 views
Roth IRA owners may need a second retirement account to claim the new Saver's Match
CNBC — Personal Finance

Roth IRA owners may need a second retirement account to claim the new Saver's Match

The new federal Saver's Match program will provide income-eligible retirement savers with a matching annual…

5/29/2026 · 1 min read · 50 views
Student loan borrowers will have two new repayment options come July 1. Here's how to pick one
CNBC — Personal Finance

Student loan borrowers will have two new repayment options come July 1. Here's how to pick one

Starting July 1, student loan borrowers will have two new repayment options, including a plan called RAP. This plan…

5/29/2026 · 1 min read · 44 views
Low-income households face ‘remarkable’ rise in food insecurity in K-shaped economy: New York Fed
CNBC — Personal Finance

Low-income households face ‘remarkable’ rise in food insecurity in K-shaped economy: New York Fed

The Federal Reserve Bank of New York reports a significant rise in food insecurity linked to the K-shaped economy.…

5/27/2026 · 1 min read · 41 views
Millions of people with disabilities may be missing out on this little-known savings tool
CNBC — Personal Finance

Millions of people with disabilities may be missing out on this little-known savings tool

Many Americans with disabilities are unaware of a financial resource called an ABLE account that can help them save…

5/27/2026 · 1 min read · 46 views
42% of homeowners say insurance costs have gone up 'a lot,' survey finds. Here's why
CNBC — Personal Finance

42% of homeowners say insurance costs have gone up 'a lot,' survey finds. Here's why

A recent survey reveals that 42% of homeowners have experienced significant increases in their insurance costs. This…

5/27/2026 · 1 min read · 39 views
Boosting retirement savings has a less-appreciated benefit
CNBC — Personal Finance

Boosting retirement savings has a less-appreciated benefit

Boosting retirement savings can significantly enhance a household's financial future. In addition to increasing the…

5/24/2026 · 1 min read · 29 views
Millennials spend $252 on an average date, BMO finds — and social media is spiraling over 'date-flation'
CNBC — Personal Finance

Millennials spend $252 on an average date, BMO finds — and social media is spiraling over 'date-flation'

A recent study by BMO reveals that millennials spend an average of $252 on dates, leading to discussions about…

5/23/2026 · 1 min read · 35 views
Could Trump Accounts be a model for Social Security? Here's what experts say
CNBC — Personal Finance

Could Trump Accounts be a model for Social Security? Here's what experts say

Experts suggest that Trump Accounts could provide a model for enhancing Social Security benefits. Currently, Social…

5/20/2026 · 1 min read · 25 views
ACA enrollment may fall by 5 million people this year, analysis finds
CNBC — Personal Finance

ACA enrollment may fall by 5 million people this year, analysis finds

Enrollment in the Affordable Care Act marketplace is projected to decrease by about 5 million people this year. This…

5/19/2026 · 1 min read · 39 views
Trump Accounts have a 'tax-advantaged' alternative, CFP says — yet few families are capitalizing
CNBC — Personal Finance

Trump Accounts have a 'tax-advantaged' alternative, CFP says — yet few families are capitalizing

529 plans are evolving to offer more than just college savings, providing families with tax advantages for future…

5/19/2026 · 1 min read · 39 views
New bipartisan bill would let retirees use their 401(k) to make direct charitable donations
CNBC — Personal Finance

New bipartisan bill would let retirees use their 401(k) to make direct charitable donations

A new bipartisan bill aims to allow retirees to make direct charitable donations from their 401(k) accounts. The…

5/18/2026 · 1 min read · 36 views
Why your 'fixed' mortgage payment keeps going up
CNBC — Personal Finance

Why your 'fixed' mortgage payment keeps going up

Homeowners with fixed-rate mortgages may experience rising monthly payments due to increases in escrow costs. Escrow…

5/17/2026 · 1 min read · 50 views
This federal program trains older workers. The Trump administration wants to cut it
CNBC — Personal Finance

This federal program trains older workers. The Trump administration wants to cut it

The SCSEP program is designed to assist older workers in finding employment and improving their lives. Participants…

5/16/2026 · 1 min read · 27 views

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