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Eight Tips for Surviving the Holidays and Sticking to Your Financial Goals
Use these practical strategies to help you navigate seasonal spending in a less stressful way.
By Kiplinger Advisor Collective Published
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Retirement Income Strategies for the Long Haul
Crafting a retirement income plan is more important than ever, given our longer lives and uncertain times.
By Coryanne Hicks Published
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Five Tax Strategies to Help Your Money Last in Retirement
Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there.
By Scott M. Dougan, RFC, Investment Adviser Published
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What Does the Term 'Full Coverage' Really Mean in Insurance?
For starters, there’s no such thing as 'full coverage.' Instead, you should tell your insurer exactly what kind of protection you're looking for and for what.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Kiplinger Interest Rates Outlook: Fed Cuts Rates Again
Forecasts Fed Chair Powell is still intent on cutting short-term interest rates, and will not worry about future fiscal policy changes until they happen.
By David Payne Last updated
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New York Tax Guide
State Tax New York state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
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Most Expensive States for Retired Military Service Members
Military Retirement Veterans can keep more of their military retirement pay by avoiding these high-taxed, most expensive states for retired service members.
By Katelyn Washington Last updated
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Amazon Credit Card Delivers $200 Intro Offer, Cash Back for Loyal Shoppers
The Chase Amazon credit card, Prime Visa, offers rewards to loyal Amazon and Whole Foods customers and comes with an immediate $200 sign-up bonus.
By Ellen Kennedy Last updated
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You'll Probably Need Long-Term Care at Some Point. Here's How to Pay for It
Most people will need long-term care at some point, but insurance is pricey. Here’s a guide to covering the expenses.
By Elaine Silvestrini Last updated
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Are Credit Cards an Alternative Source of Income?
Thinking that having credit available means you have another source of income is misguided.
By Deborah W. Ellis Published
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Retirement Calculator: How Much Do I Need to Retire?
retirement planning Our Retirement Calculator estimates the future value of your retirement savings and determines how much more you need to save each month to reach your retirement goal.
By Ellen Kennedy Last updated
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Four Questions That Keep Most Pre-Retirees Awake at Night
retirement If you worry about when you can retire, whether you'll have enough money, whether the money you do have will last… Well, you are not alone.
By Nicholas J. Toman, CFP® Last updated
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How IRAs Impact Social Security
Do your traditional IRA distributions count as income that could lower your social security benefits? It depends.
By Tom Taulli Last updated
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How Are I Bonds Taxed? Nine Common Situations
Bonds Series I bonds are a popular investment that can help you save on taxes, but the federal income tax consequences can be complex.
By Joy Taylor Last updated
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How Intrafamily Loans Can Bridge the Education Funding Gap
To avoid triggering federal gift taxes, a family member can lend a student money for education at IRS-set interest rates. Here's what to keep in mind.
By Denise McClain, JD, CPA Published
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Home Office Tax Deduction: Work-from-Home Write-Offs
Tax Breaks Can you claim the home office tax deduction this year?
By Rocky Mengle Last updated
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Roth IRAs: What They Are and How They Work
Roth IRA A Roth IRA is an individual retirement account that allows tax-free investment growth and distributions, as long as key rules are followed.
By Jacob Wolinsky Last updated
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457 Plan Contribution Limits for 2025
Retirement plans There are higher 457 plan contribution limits for state and local government workers in 2025 than in 2024.
By Donna LeValley Published
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How to Appeal the Medicare IRMAA for 2024
Medicare There’s a good chance you can get your IRMAA eliminated or reduced if your income has dropped in the past two years.
By Jackie Stewart Last updated
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Is High-Yield Savings Account Interest Taxable?
Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Katelyn Washington Last updated
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What Is a 403(b) Retirement Plan?
Many teachers and other non-profit workers are offered 403(b) plans, rather than a 401(k). But what is a 403(b)?
By Seychelle Thomas Last updated
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403(b) Contribution Limits for 2024: Good News for Teachers
retirement plans Teachers and nonprofit workers can contribute more to a 403(b) retirement plan in 2024 than they could in 2023.
By Jackie Stewart Last updated
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SIMPLE IRA: What It Is and How It Works
A SIMPLE IRA allows self-employed and small business owners to contribute funds toward their employees' and their own retirement savings.
By Seychelle Thomas Last updated
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Will the Election Impact the EV Tax Credit?
Tax Credits It’s no secret electric vehicles have become a bit of a political issue. But what does that mean for your EV tax break?
By Kate Schubel Last updated
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Can a President Fix Inflation? Here's What Donald Trump Could Do
Inflation has been a thorn in the side of many presidential administrations, but can a president fix inflation? Here's what influence Harris or Trump could have in office.
By Charles Lewis Sizemore, CFA Last updated
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5 Stocks to Buy for a Trump Presidency
Donald Trump has reclaimed the White House. These five stocks are set to benefit from a second Trump presidency.
By Will Ashworth Last updated
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Lower Your Income So You Can Contribute to a Roth IRA
401(k)s If you're just above the income cutoff (MAGI) to qualify for Roth IRA contributions, these strategies will help you meet it and lower your taxes.
By Kimberly Lankford Last updated
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The Average IRA Balance by Age
Knowing how your IRA balance compares to your peers could be the nudge you need to save more for retirement.
By Adam Shell Last updated
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What's Wrong With Trump's Pledge to End Taxes on Social Security Benefits
Social Security Eliminating taxes on Social Security benefits could impact your finances. Here's what you need to know.
By Gabriella Cruz-Martínez Last updated