You can shift to self-employment tax and quarterly estimated payments with these smart tech solutions and strategies.

It’s easy to assume that wealth and income are deeply intertwined. After all, how does anyone become wealthy without a lifetime of earning a six-figure salary? But data gathered by personal finance ...

Puerto Rico’s residents don’t pay U.S. income taxes on income sourced to the island. That, and a special tax break for newcomers, has attracted some rich folks from the states.

Being middle class isn't just about your income. It's also about where you live and how many dependents you have.

There are three boxes you need to check before you apply. And you'll have to put in some real work to pull this off.

Most states don’t tax Social Security, but rules vary in the 8 that do. Get up-to-date exemptions, thresholds and new ...

The One Big Beautiful Bill has made taxes even more complex. Before you make any money goals for 2026, figure out how the new rules could impact your finances.

A long-planned Social Security rule takes full effect in 2026. Learn how the shift to age 67 is catching retirees off guard ...

Retiring early might seem ideal for many people. If you think you are ready to retire early, there are still some financial risks you should watch for.

Apple has seen its stock price soar the past few years, despite relatively slow revenue growth. It's a huge cash-generating ...