Features
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What's Behind the Shifting Fortunes for This Small-Cap Fund?The Brown Capital Management International Small Company Fund has been in a yearlong slump, but the tide may be turning.
By Nellie S. Huang
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Why Auto-IRA Programs Could Be Retirement Game ChangersAt both the federal and state levels, efforts are underway to give workers a retirement savings boost.
By Lisa Gerstner
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She's 63 and a Veteran, He's 62. How Should They Manage Healthcare?In our retirement advice column, Wealth Wise, our reader turns 65 a year before their spouse. Here is how to seamlessly bridge the age gap using veteran benefits.
By Maurie Backman
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A 3-Step Guide to Constructing Rock-Solid Retirement IncomeReal life can lay waste to shaky retirement income formulas. It's better to build a stable plan for your money in three layers: Need, want and grow.
By Michael Reese, CFP®
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How a False Sense of Security Can Destroy Your Financial PlanEven the best financial plan can be derailed when we're too overwhelmed to follow the guidance it sets out, or worse, think we can always act on it tomorrow.
By Ronald “Skip” Skolnik
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Why Cash Balance Plans Aren't Gimmicks and Deserve AttentionCash balance plans are underused despite their potential to boost retirement savings and reduce tax liability for high earners. Time to give them another look.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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What to Do With a WindfallPatience and good advice are the keys to avoiding making permanent financial mistakes after getting an inheritance.
By Janet Bodnar
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This Pimco Junk Bond Fund Is a GemThe Pimco 0-5 Year High Yield Corporate Bond ETF's tilt toward short-term debt and its high yield have helped it shine over the past year.
By Nellie S. Huang
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Where Millionaires Are Moving in 2026 and WhyMillionaires are relocating in record numbers. Discover the five countries attracting the most wealthy newcomers.
By Choncé Maddox
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Before You Write a Check to Your Adult Kids, Ask Yourself These 3 QuestionsBefore giving your kids money in retirement, ask these 3 questions to protect your nest egg and their financial future.
By Donna Fuscaldo
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5 Ways to Boost Your Credit ScoreMake these moves to improve your credit health — and push your score to the top of the charts.
By Ella Vincent
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From a $5,400 Salary to $1M: The Story of a New York Teacher"I used to sweat the small stuff, but I have learned, after my wife and I each had a bout with cancer, it's all small stuff."
By Joyce Lamb
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How to Help Seniors Move to Electronic Social Security PaymentsElectronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.
By Martha Shedden, CRPC®, RSSA®
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I (Used to) Hate Annuities: Then I Looked at the MathIf you wrote off annuities in the past, you might be surprised to learn that higher interest rates and major product improvements have made them more effective
By Mike Decker, NSSA®
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7 Money Habits of Retirees Who Never Stress About SpendingRetirees can trade financial anxiety for peace of mind by adopting these practical habits that build on structure, flexibility and consistency.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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How to Protect Yourself From Rising Financial Fraud, According to an ExpertAs scammers embrace new tech, use these strategies to safeguard your accounts.
By Kerri Anne Renzulli
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New ETFs on the Market: What to Know and WatchA new crop of exchange-traded funds ranges from plain-vanilla offerings to complex income and cryptocurrency portfolios.
By Nellie S. Huang
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Ask the Tax Editor: Estimated Tax Payments and WithholdingAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on federal estimated tax payments and federal income tax withholding.
By Joy Taylor
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Is a 'Lost Decade' Threatening Your Retirement Savings?High market valuations are triggering dot-com-era flashbacks, but panic isn't a financial strategy for retirement savers.
By Maurie Backman
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The Best Nasdaq Stocks to Buy for Long-Term UpsideThe best Nasdaq stocks to buy include familiar tech-related names, as well as companies with strong long-term upside potential operating in other sectors.
By Kyle Woodley
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The Best Options for Giving Money to a Child in Your FamilyWant to save for a child's future? Here's a look at the most common account types for starting their nest egg, even if you don't know what they'll need at 18.
By Isaac Morris
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How Global Geopolitics Shape Oil and Gas InvestingInvestors should look at energy investing as a strategic asset class influenced by policy, security, infrastructure and capital discipline.
By Jay R. Young
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How Today's Couples Can Bridge the Financial Planning GapModern and LGBTQ+ partnerships are reshaping commitment, complexity and the need for more intentional financial planning structures.
By Anthea Tjuanakis Cox
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6 Strategic Moves to Keep Growing Your Wealth After You RetireWho says wealth-building stops at 65? From adjusting your risk to beating the sequence of returns, here is how to maximize your money without a paycheck.
By Donna Fuscaldo
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5 Best Fidelity Mutual Funds to Buy Nowmutual funds No matter your investing style, the best Fidelity mutual funds offer solid active management at relatively low cost.
By Jeff Reeves
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The 25 Biggest U.S. IPOs of All TimeIPOs The biggest IPOS in U.S. history include a major chipmaker, a ride-hailing firm and a handful of global telecoms.
By Tom Taulli
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Here are the Huge RMDs the IRS Makes You Take When You Have $1 Million SavedIf you have $1 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.
By Donna Fuscaldo
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How 401(k) Savers Just Triggered a Big Market ShiftRather than running to the sidelines or moving to cash when things get bumpy, seasoned savers are building up their balances and locking in long-term security.
By Donna LeValley
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3 Life Events That Should Trigger an Estate Plan ReviewMajor life changes can make your estate plan outdated fast. Here are the three instances that should spur an update right away.
By Howard A. Enders
