Welcome back to The Interchange, where we take a look at the hottest fintech news of the previous week. This week, we take a look at one startup layoff, another offering an employee ownership buyout option, and much more. If you want to receive The Interchange directly in your...
EmirMemedovski | E+ | Getty ImagesThis August, two years into their relationship, Yumi Temple and her boyfriend, Daniel, moved into their first apartment together, in Denver.It was Temple's first time living with another person, outside of family, and she quickly learned there was a lot to navigate.The couple decided...
Shoppers at a Chicago grocery store on Aug. 9, 2023.Scott Olson | Getty ImagesInflation has continued to take a bite out of Americans' wallets in 2023. But onetime predictions that a recession is on the horizon are instead now turning into forecasts of a soft landing for the U.S....
Prapass Pulsub | Moment | Getty ImagesAs year-end approaches, some investors may be weighing a Roth individual retirement account conversion to save on future taxes. But there are several things to consider first, experts say.The strategy transfers your pretax or non-deductible IRA funds to a Roth IRA, which kick-starts...
To be sure, 529 college savings plans already had a lot going for them.Now, thanks to "Secure 2.0," a slew of measures affecting retirement savers, they're about to be even more attractive.Starting in 2024, savers can roll unused money from 529 plans over to Roth individual retirement accounts free of income tax or tax...
Blackcat | E+ | Getty Images"I'm not a math person." "I'm not a numbers person." "I'm bad with money."Sound familiar?No, we're not recording you at home. As a wealth advisor, I hear statements like this all the time from women, regardless of their age.In fact, one of the most...