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Best 529 Plans of 2025
Check out the best 529 plans of 2025 and find the best plan for your child or grandchild’s college savings.
By Erin Bendig Last updated
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Where to Travel for a Post-Holiday Break
Need some post-holiday travel for a 2025 reset? These three destinations are guaranteed to relax and rejuvenate.
By Marcia DeSanctis Published
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SEP IRA Contribution Limits
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $69,000 in 2024 and $70,000 in 2025..
By Jackie Stewart Last updated
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Raising the Social Security Retirement Age to 69? How it Would Affect You
Workers have two choices if the full retirement age ever increases to 69. Work longer or collect less.
By Donna Fuscaldo Last updated
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What Cryptocurrency Is and How Bitcoin Works
Now is the time to gain basic knowledge about cryptocurrency and bitcoin – before you put your hard-earned money to work in a high-risk space.
By Will Ashworth Last updated
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Will Corporate America Put Bitcoin on Its Balance Sheets?
Whether bitcoin (or other cryptocurrency) significantly becomes a treasury asset for many of the world's businesses and corporations is something to watch.
By Zain Jaffer Published
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Generational Wealth Plans Aren't Just for Rich People
Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills.
By Nico Pesci Published
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To Insure or Not to Insure: Is Life Insurance Necessary?
Even if you're young and single with no dependents, you may need some life insurance. Here's how to figure out what and how much you may need.
By Isaac Morris Published
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Child Tax Credit: How Much Is It for 2024 and 2025?
Tax Credits The refundable amount of this tax break is slightly higher for the 2024 tax filing season. Here’s what you need to know.
By Gabriella Cruz-Martínez Last updated
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What Are Your Chances of an IRS Audit? 18 Audit Red Flags
Tax Returns These red flags could increase your chances of the IRS selecting your return for audit.
By Joy Taylor Last updated
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What to Know About the Five-Year Rules for Roth IRAs: The Kiplinger Tax Letter
Kiplinger Tax Letter It’s vital to know when the five-year clock starts for tax-free and penalty-free earnings.
By Joy Taylor Last updated
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Best High-Yield Savings Accounts — January 2025
Our round-up of the top earning high-yield savings accounts available now. Although rates have dropped since their peak, you can still find APYs close to 5%.
By Sean Jackson Last updated
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North Carolina Tax Guide
State Tax State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact North Carolina residents.
By Kelley R. Taylor Last updated
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How Another Trump Presidency Will Impact the Stock Market in 2025
President Trump will have little direct impact on the stock market, but his policies, initiatives and posts certainly can make prices move. Here's how.
By Karee Venema Published
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How Much Umbrella Insurance Do I Need?
umbrella insurance Having too much liability insurance is better than having too little. Use our calculator to determine how much umbrella insurance is right for you.
By Erin Bendig Last updated
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5 Steps to Take to Get Money Back from a Trip Gone Awry
Five steps to take if travels go awry and you need to get money back.
By Becca van Sambeck Last updated
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The Standard Deduction: What You Need to Know for 2024 and 2025
Tax Breaks Most people claim the standard deduction on their federal tax return instead of itemizing deductions. How much can you claim?
By Kelley R. Taylor Last updated
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Do You Stop Paying Taxes on Social Security at a Certain Age?
Social Security There’s some confusion over whether you can escape taxes on Social Security benefits based on age.
By Kelley R. Taylor Last updated
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How to Deal With Property Insurance Claims After Wildfires
There are right ways to deal with your insurance company, and there are ways that will slow down the process. Here's how to do it the right way.
By H. Dennis Beaver, Esq. Last updated
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How To Manage Retirement Savings When Living Abroad
Retiring abroad can be a dream come true if you have a good grip on your finances. Here's what you need to know to make it a reality.
By Brian O'Connell Last updated
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What is the Gift Tax Exclusion for 2024 and 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
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Irrevocable Trusts: So Many Options to Lower Taxes and Protect Assets
Irrevocable trusts offer nearly endless possibilities for high-net-worth individuals to reduce their estate taxes and protect their assets.
By Rustin Diehl, JD, LLM Published
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How to Set the Price to Sell Your Home
real estate If you're selling your home, setting the right price is crucial. Don't overprice or you'll scare away prospective buyers.
By Donna LeValley Last updated
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SALT Deduction: Three Things to Know
Tax Deductions Changes to the state and local tax deduction and the looming TCJA expiration have brought this tax break into the spotlight.
By Kelley R. Taylor Last updated
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12 Great Places to Retire in the Midwest
places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon Last updated
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CD vs. High-Yield Savings Account: Which is better?
Deciding between a CD vs. high-yield savings account? Here's how to choose based on your savings goals.
By Erin Bendig Last updated
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What Is APY? Here's How to Score the Highest Rates
Savings Here's everything you need to know about APY, the important factor in how much your savings could earn in a year.
By Erin Bendig Last updated
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How to Save on Homeowners Insurance: Boost Your Deductible
insurance Boost your home-insurance deductible and you’ll not only reduce your premiums but also avoid filing small claims that could cause a rate hike.
By Kimberly Lankford Last updated
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Eight 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 Last updated