The Sapient Investor

Deciding to go for a lower interest rate on your mortgage may sound like an easy decision to make, but you should always take into account the costs associated with refinancing.

Higher taxes are probably ahead. Roth conversions may be the smartest way to protect your retirement nest egg. Here is what you need to know about this important retirement planning strategy.

During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than necessary with these 7 tips.

The July 15, 2020 tax filing deadline for 2019 is coming up. Here are some important tax law changes that you should know about as you prepare your taxes.

Hoping for a home office tax deduction while you work remotely because of the pandemic? Here's what you need to know.

I’m not above using the coronavirus as an excuse to urge you to consider your mortality and plan for the future. Here are 5 steps you should take to get your estate planning ducks in a row.

Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Think carefully first.

Here are some of the provisions of the historic $2 trillion CARES Act that are most likely to affect you.

With the passing of the CARES Act, many Americans will be receiving stimulus checks soon. Discover if you're eligible and get your biggest questions answered in this quick guide.

Make some lemonade from the lemons that the market has given to your portfolio by “harvesting” some losses. This will reduce your tax bill next year.