Flexible Spending Account Money Will Soon Evaporate. Don’t Let the ‘Use It or Lose It’ Rule Catch You by Surprise.
It’s time to use it or lose it for many folks with flexible spending accounts, the tax-advantaged vehicles that help ...
Wednesday, June 24, 2026
Tag: Rule
The 4-Gift Rule That Will Save You From Overspending This Holiday Season
Those of us who have fond memories of opening stacks of presents under the tree on Christmas morning want to ...
Why (Most) Advisors Shouldn’t Serve As Clients’ Trustees: Ethical Conflicts, Dual Fiduciary Duties, And The SEC Custody Rule
Financial advisors are used to having close and trusting relationships with their clients, given the advisor's involvement in the intimate ...
The Silent Rule in Medicaid That Disqualifies Thousands Every Month
Every month, thousands of people apply for Medicaid only to be denied—often because of a rule they didn’t even know ...
Education Department Rule Restricts Public Service Loan Forgiveness Eligibility
File photoThe Department of Education announced a new rule that would allow the agency to exclude certain nonprofit and government ...
The New Roth Catch-Up Rule is a Big Change for Savers
The SECURE 2.0 Act, enacted in late 2022, introduced dozens of updates to modernize the retirement savings system. While many ...
Day Trading Rule #7 – Everybody Wants to Trade the World
I’ll also look at the sizes of the swings. As above, you can see the -41 (size of the ...
The One Savings Rule Boomers Need Post-Retirement to Avoid Running Out of Cash
Retirement isn’t the finish line—it’s the start of an entirely new financial chapter. Many Boomers believe that once they stop ...
Day Trading Rule #6 – Learn To Trade Brain Hack
When people come to trading, they tend to overdo it. I recently spoke to a trader that was at ...
Day Trading Rule #5 – I did it my way
Over time, you might find that pullbacks are good but that: Early in the day, swings work better than ...
-1024x683.jpg "Florida Roads Become a Battleground for Illegal Immigration")
The first and only national digital and print magazine that connects individuals, families, and businesses to Fee-Only financial advisers, accountants, attorneys and college guidance counselors.