Features
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Ask the Tax Editor: How Can I Resolve My IRS Tax Debt?Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions relating to how individuals can resolve their IRS tax debt.
By Joy Taylor
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3 Questions That Determine if You’re Actually Ready to Retire EarlyThinking of calling it quits in your late 50s or early 60s? Before you retire early, see if you can answer these three important questions.
By Donna Fuscaldo
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The Fiduciary Rule is Gone (Again): Is Your Nest Egg Safe?A court ruling means one-time IRA rollover recommendations are no longer automatically considered fiduciary advice, and savers must protect their own backs.
By Mike Palmer, CFP®
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My Top 3 Destinations for Retirees' 2026 Spring VacationsI found that visiting the "greatest hits" from years ago made for wonderful retirement travel. These are my top spring trips in the U.S. and abroad.
By Marcia DeSanctis
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How a Personal Statement Can Refocus Your Blurred FinancesWhen you need clarity on your finances, taking a look at your personal financial statement is the first step to making better, more informed decisions.
By Clayton Jarrell, CFP®
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Fretting Over an AI Bubble? A Rare Opportunity Is Passing ByAI is this generation's Industrial Revolution. While investors wait for things to "settle down," opportunities to get in on the ground floor are passing by.
By Mike Alves, MSAFP, CFP®, CEPA®, CRPC®
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16 Retirement Mistakes You Will Regret ForeverFrom saving too little to claiming Social Security too early, there are plenty of ways that current and future retirees can sabotage their golden years.
By Bob Niedt
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How to Help Your Children Buy a HomeFamily Finances If you want to help your children buy a home your options range from family loans to outright gifts.
By Emma Patch
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Gift Like Buffet: Three Financial Gifts for Your Kids and GrandkidsWarren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
By Donna LeValley
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How the IRS Taxes Retirement Income in 2026Retirement Taxes It's important to know how common sources of retirement income are taxed.
By Kelley R. Taylor
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Minnesota Tax GuideState Tax Explore Minnesota's state tax rates for income, sales, property, retirement, and more. Learn how Minnesota compares nationwide.
By Katelyn Washington
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New Jersey Tax GuideState Tax Explore New Jersey's state tax rates for income, sales, property, retirement, and more. Learn how New Jersey compares nationwide.
By Kate Schubel
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5 Top Tech Disruptors to WatchBig change catalyzed by top tech disruptors often leads to big growth.
By Jeff Reeves
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10 States With the Lowest Property Tax Rates in 2026Property Tax While the national average is climbing, homeowners in these states pay less than 0.53%. Compare your current tax bill against the 2026 rankings.
By Kate Schubel
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Child Tax Credit 2026: How Much Is It and What's Changed?Tax Credits Here's what you need to know about the federal child tax credit (CTC).
By Gabriella Cruz-Martínez
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How to Max Out Your 401(k) in 2026 (New Limits are Higher)In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.
By Kathryn Pomroy
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Are You 'Broke Planning'? 10 Frugal Habits People Are Using to Save in 2026Tax Tips From California to New York, a new survey reveals where Americans are cutting costs. Here's how to pivot those "broke behaviors" into strategic tax advantages.
By Kate Schubel
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The Radical Idea That Led to Client-First Financial PlanningThe earliest leaders of financial planning believed compensation structure matters to ensure objective advice that puts the client's needs first.
By David Bromelkamp
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5 Steps to Set New College Grads on a Path to a Rich LifeAdulting is hard, but a focus on three key habits — paying yourself first, paying attention to your career and paying it forward — can help get you there.
By Mary Ware, CFP®, CIMA®, CDFA®
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What Women Need to Know Before Hitting Pause on Their CareerTaking a career break to care for family is natural for many women — but a pause can have lasting repercussions. Here's what to consider before stepping away.
By Angie Welsh
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Find Your Monthly Payment With This Mortgage CalculatorTools With our mortgage calculator, you can easily determine your monthly mortgage payment.
By Carla Ayers
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The 13 Best Retirement Perks You're Missing Out OnRetiree-friendly goods and services are available at no cost – if you know where to look.
By Bob Niedt
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Time to Stop Driving? When Older Drivers Need to Hang up the Car KeysDoes your older parent or spouse need to stop driving? It's one of the hardest transitions in aging, and there's no simple fix.
By Maurie Backman
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Top 10 Housing Markets in the US 2026New housing market data reveals the ten zip codes where in-demand homes spend the fewest days on the market.
By Ben Demers
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RMD or QCD? Take the Retirement Distribution QuizDon’t let mandatory distributions catch you off guard. Test your RMD knowledge and discover strategies to maximize your retirement income today.
By Donna LeValley
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15 States With the Highest and Lowest Tax Rates in 2026State Tax High-tax states aren’t always the most expensive to live in, and low-tax states don’t always mean bigger savings. Here’s how tax burdens really compare across the U.S.
By Kelley R. Taylor
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The Secret Psychological Hack I Used to Save MoreHere's a simple way to make your money work smarter for you.
By Sean Jackson
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We Are 57 and Want to Take Two Years Off to TravelWe have saved $7 million, and our round-the-world trip will cost $800K. We both had parents who died in their 60s, so we want to travel while we are "young."
By Maurie Backman
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Which Was Worse: The 1979 or Today's Oil Crisis?Americans faced a similar oil crisis 47 years ago. Here’s how today compares.
By Rachael Green
