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New IRS 1099-K Changes: What to Expect from PayPal, Venmo, More
Selling Online A new IRS 1099-K tax reporting requirement for payment networks like Venmo, PayPal, Amazon, and Cash App is supposed to apply for 2024.
By Kelley R. Taylor Last updated
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The Best Large-Cap Stocks to Buy
Large-cap stocks are key additions to any well-rounded portfolio, but how do you find the best ones? We take a closer look here.
By Kyle Woodley Last updated
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Use the 529 Grandparent Loophole To Maximize College Savings
Use the 529 grandparent loophole to fund a grandchild’s education without impacting their financial aid eligibility.
By Erin Bendig Last updated
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Five Books That’ll Prepare You for Retirement
These books about retirement will help prepare you for your next stage through fiction and nonfiction. What's more, they are great reads!
By Jacob Schroeder Last updated
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Sequence of Return Risk: How Retirees Can Protect Themselves
You need to understand this risk, or you might run out of money in retirement. Here's how it works — and some mitigation strategies for financial stability.
By Robert A. Guy, RICP® Published
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Earthquake Insurance: Do You Need It? What Does It Cover?
Some homeowners are shocked to find out that their homeowners insurance doesn’t cover earthquake damage. Here's the lowdown on how earthquake insurance works.
By H. Dennis Beaver, Esq. Published
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What Happens When a Treasury Bill Matures?
Plan to squeeze the most value out of your investment when a Treasury bill matures.
By Charles Lewis Sizemore, CFA Last updated
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Kiplinger Energy Outlook: Gas Prices Dip Ahead of Thanksgiving Road Trips
Economic Forecasts While not dirt-cheap, gas costs less now than it has in a few years, just in time for the busy travel weekend.
By Jim Patterson Last updated
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When to Apply for Social Security Payments? Your Age Matters
Do you know when to apply for Social Security benefits? What's the best age to start receiving monthly payments? Part of the answer lies in your birth year.
By Jacob Wolinsky Last updated
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The Best Value Stocks to Buy
Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how you can find the best value stocks.
By Kyle Woodley Last updated
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14 Social Security Tasks You Can Do Online
retirement Why visit a government office to get your Social Security business done? You can do much of that online.
By Bob Niedt Last updated
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Social Security Earnings Tests: Five Things You Must Know
social security If you’re still working and claim Social Security early, your benefits could be reduced, at least temporarily.
By Jackie Stewart Last updated
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What Is Preferred Stock?
investing Thinking of adding preferred stock to your portfolio? Read on for a breakdown of the pros and cons to buying preferred shares.
By Dan Burrows Last updated
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Calculating Taxes on Social Security Benefits
Social Security The federal government can tax up to 85% of your Social Security benefits, so it's good to know how those taxes are calculated.
By Kelley R. Taylor Last updated
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Stock Picks That Billionaires Love
stocks to buy Billionaire investors are scooping up mega-cap tech stocks amid the sector's red-hot rally.
By Dan Burrows Last updated
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529 Plans: Everything You Need to Know About Saving for College
529 Plans 529 plans offer convenience and potential tax savings when putting money aside for education. That said, there are still a range of rules you’ll need to know (and follow).
By Elaine Silvestrini Last updated
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Louisiana Tax Guide
State Tax Louisiana state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
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Four Keys to Planning Your Retirement Income Distributions
retirement planning When you have a well-thought-out retirement income plan, you can quit worrying about running out of money in retirement.
By Marc Knauss, CFP® Last updated
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2024 Thanksgiving Meal Cost: Grocery Taxes and Your Food Budget
Food Prices Some families are navigating high food prices influencing what’s on the table this Thanksgiving.
By Kelley R. Taylor Last updated
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Three Reasons Why Your Adviser Won't Talk Taxes
Financial advice and tax advice go hand in hand — or at least they should. But a lot of times, they don't. Here's why and what to watch out for.
By Evan T. Beach, CFP®, AWMA® Published
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Why Your Life Insurance Should Cover More Than Just Death
If you became ill or an injury left you unable to work, how would you cover your expenses? Life insurance with living benefits could be the answer.
By Stefan Greenberg, CFP®, CFS, CLTC Published
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What Not to Do When Planning Your Retirement
Committing any of these four common mistakes can set you back in your golden years. Here's how to increase your chances of a successful retirement.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Best Bond Funds to Buy
Investing for Income The best bond funds provide investors with income and stability – and are worthy additions to any well-balanced portfolio.
By Jeff Reeves Last updated
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9 Year-End Money Moves to Make Now
Boost your retirement savings, lower your taxes and get the most out of your health insurance.
By Sandra Block Published
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Six Ways Trump Could Change Your Retirement
From Social Security to Medicare and beyond, Trump could change your retirement in ways you may not expect.
By Adam Shell Published
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The Three Financial Questions Every Retiree Asks (or Should)
Unless you can answer these three important questions, you may be at risk for the biggest retirement worry there is: Running out of money.
By Evan T. Beach, CFP®, AWMA® Published
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Mega Millions After Taxes: How Much Will the Winner Get?
Lottery Taxes A Mega Millions jackpot winner will take home much less than the advertised jackpot amount, thanks to taxes.
By Katelyn Washington Last updated
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Best High-Yield ETFs to Buy Now
The best high-yield ETFs show that there's no shortage of ways to balance risk and reward in the quest for better-than-average income.
By Jeff Reeves Last updated
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Can I Stop Social Security and Restart it Later? Get a Do-Over
Get a Social Security do-over. Learn how to stop and restart Social Security.
By Jacob Wolinsky Last updated