Personal Finance

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How One Couple Lost Their Life Savings To A Fake Federal Investigation

Larry and Barbara Cook thought they were helping government agents. In the end, they found themselves victims of tax and Medicare gotchas, as well as the scammers.

ByKelly Phillips Erb,

Forbes Staff

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Fintech Robo-Advisor Wealthfront Gets A Tepid Wall Street Reception For Its IPO

Seventeen years after its founding, the Silicon Valley-based advisor targeting the affluent with automated investing portfolios and mortgages is finally hitting public markets with a $2.1 billion valuation.

ByJeff Kauflin,

Forbes Staff

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Lawyer Sues The IRS, Demanding It Recognize Pets As Legal Dependents

Pets run many human households, but when tax season comes, they don’t count—no matter how dependent on you they are. A lawsuit filed by Amanda Reynolds seeks to change that.

ByKelly Phillips Erb,

Forbes Staff

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Founders Are Using AI To Save Thousands And Make More Money

AI is saving people thousands by replacing costly software and automating tasks that reduce everyday expenses.

ByJaime Catmull,

Contributor

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How Does A Financial Advisor Get Paid? 5 Common Fee Structures To Know

Choosing the right financial advisor can help secure your future. This article tackles common fee structures to help you make the decision.

ByTrue Tamplin,

Contributor

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In Major Ruling, Court Rejects Student Loan Forgiveness Delay Sought By Trump Administration

Borrowers scored a victory after a federal judge rejected a request by the Education Department to delay student loan forgiveness processing for 200,000 borrowers.

ByAdam S. Minsky,

Senior Contributor

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How To Use Forbes’ Top 100 Charities List To Evaluate Any Charity

Forbes uses financial efficiency ratios you can apply to other, smaller charities, too. Plus, other resources for checking an organization before you give.

ByWilliam P. Barrett,

Senior Contributor

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America’s Top 100 Charities: A Year Of Pain After Trump Cuts

Save The Children Federation and International Rescue Committee are among the Forbes 2025 Top 100 Charities scrambling to make up for budget shortfalls.

ByWilliam P. Barrett,

Senior Contributor

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Major Bank Regulations Keep Getting Pulled Back By Regulators

Financial insiders have pushed for changes to let them take more chances, because there’s where the big profits are. The Trump administration is accommodating them.

ByErik Sherman,

Senior Contributor

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Some Random Tips On Legal Brief Writing

Gives tips on how to be a better legal writer and avoid common legal writing mistakes.

ByJay Adkisson,

Contributor

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Why 2026 Could Be A Good Year For Planned Charitable Giving

2026 gives taxpayers a chance to revisit charitable giving. Whether you’re donating cash, stock or money from a retirement account, a little planning can go a long way.

ByKelly Phillips Erb,

Forbes Staff

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Roth 401(k) Catch-Up Rule Arrives In January For $150K+ Earners

In January, new Roth catch-up rules will prevent workers over 50 who earned more than $150,000 the prior year from making pre-tax catch-up contributions to their 401(k).

ByKristin McKenna,

Senior Contributor

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Your New Coworker Isn't Human—The Rise Of "AI Employees" In 2026

AI agents are replacing dashboards and reshaping enterprise spending, productivity, and the financial future of work.

ByJaime Catmull,

Contributor

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5 Takeaways For Student Loans As Millions Forced To Switch Repayment Plans

The Education Department's announcement makes clear that major changes are in store for student loans in the SAVE plan. Here's what student loan borrowers should know.

ByAdam S. Minsky,

Senior Contributor

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The GOP Healthcare Plan Represents Potential Disaster

For all the problems with insurance of any kind, the concept is fundamental for good reasons. Sending money to people won’t fix the healthcare problem.

ByErik Sherman,

Senior Contributor

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What Top Entrepreneurs Say Is The Real Secret To Making Money

Top founders share what really drives wealth today—from discipline and resilience to solving real problems and investing in relationships.

ByJaime Catmull,

Contributor

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CARES Act, Clemency And The Autopen: Law, Mercy And Politics Collide

Biden granted clemency thousands of federal inmates on home confinement as part of the CARES Act. Now Trump is considering voiding some Biden because of the autopen.

ByWalter Pavlo,

Contributor

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6 Disability Income Sources For When You Can’t Work

Explore 6 disability income sources—SSDI, SSI, workers’ comp, insurance & veterans’ benefits—to stay financially secure when you can’t work.

ByTrue Tamplin,

Contributor

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Invisible Leaders Risk Losing Millions: The New Visibility Mandate

Executive visibility is now a financial strategy. Leaders who stay silent risk losing revenue, market share and trust in an AI-driven economy.

ByJaime Catmull,

Contributor

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Secret Sister Scam: Why Holiday Gift Exchanges Are Illegal Pyramid Schemes

The Secret Sister gift exchange may look festive, but it's an illegal pyramid scheme that resurfaces every holiday season. Learn how these scams including the BIMT scheme operate.

BySteve Weisman,

Contributor