Posts by Kate Ashford

How to Set Up a Retirement Account

Choosing investments for a 401(k) or an IRA doesn’t have to be hard or intimidating—if you’re armed with the right information. More

What Is the Alternative Minimum Tax (AMT)?

No one looks forward to paying Uncle Sam, but the AMT has an extra beastly reputation in the tax world—and here’s why. More

8 Questions You Should Ask Yourself Before Buying a Second Home

Before making an offer on that beach bungalow, consider these key points—like whether you’re ready to cover the unexpected costs. More

What Are Capital Gains? A Guide to When These Taxes Apply

Capital gains can be a tricky concept: Here’s what you need to know about them—and at what rate you’d be taxed. More

7 Ways We May Fool Ourselves About Money

Financial decisions aren’t always straightforward. Here are seven money traps you may fall into—and how to outsmart your brain. More

Taxes 101: Are You Withholding Enough?

Got a massive tax bill? Chances are you aren’t withholding enough. Let us explain. More

How Long Should I Keep My Financial Documents?

Do you have to shred financial files? We’ll help you start clearing a cluttered desk. More

13 Things That May Make Life Insurance More Costly

What’s driving up the cost of your life insurance? Here are some top offenders—and habits you can change that may help you save. More

What Are Your ‘High-Earning Years’? A Guide to Your Pay in Your 20s, 30s and 40s

You expect your income will rise consistently, in a straight line—but that’s not how it works. How can you fight the salary arc? More

Why You Shouldn’t Leave Your Retirement Savings in Cash

Why not bypass the unreliable stock market and keep your retirement savings somewhere safe … like a bank account? We’ll explain. More