Latest
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
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Nine Ways Trump Could Impact Your 401(k), Nest Egg and Retirement Readiness
From investment returns to Social Security, Medicare and beyond, Trump could change your retirement in ways you may not expect.
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How to Find the Best European Stocks to Buy
European stocks are cheaper than their U.S. counterparts, and there are plenty of high-quality companies to choose from. Here's how you can find them.
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13 Reasons to Shop at Walmart (Even If You Hate Walmart)
spending Walmart's made some changes in the last few years. Here's why you should give the retailer another chance.
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Treasury Bills vs Treasury Bonds: Two Big Differences
Treasury bills and bonds are similar, but there are big differences between their maturities and how interest is paid.
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Winning Strategies for Financial Advisers as Clients' Lives Evolve
How can the wealth management industry help make life transitions easier for the adviser and the client?
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How Advisers Can Establish Relationships With HNW Prospects
These strategies can help to build influence with high-net-worth individuals, who are often looking to an adviser for insight rather than solutions.
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When Your Car Is Fixed, But You've Still Got the Problem
This reader's experience with trying to get squealing brakes fixed under an extended warranty mirrors what others are experiencing these days.
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Don't Be a Financial Fool
Reject these four financial myths and avoid being financially foolish.
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10 Things to Know About Working in Retirement
Working in retirement could give you more money but also could impact some benefits.
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Worried About Market Volatility? These Are Five of the Safest Vanguard Funds to Own
recession The safest Vanguard funds can help prepare investors for continued market tumult, but without high fees.
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Best No-Penalty CD Rates: Lock in Rates Over 4%
No-penalty CDs give you the best of both worlds. You'll earn a healthy rate of return with the ability to take some withdrawals throughout the term.
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Best Energy ETFs to Buy
ETFs Energy ETFs can help investors earn income, hedge against inflation or speculate on commodity prices. Here are five we like.
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How Long Should You Keep Tax Records?
Tax Records The IRS hasn't gone away — so don’t destroy tax documents until the time limit for an audit runs out, or maybe even longer.
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Tax Tips for Last-Minute Filers
Tax Filing Time is running out for most people to file taxes, but these tips could help you meet the deadline.
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Are You a Retirement Millionaire Too Scared To Spend?
If you are too scared to spend money in retirement, you may be saddled with regret. Here are three ways to safely enjoy your sizable retirement nest egg.
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Medicare Advantage Open Enrollment Ends March 31
Medicare Advantage enrollees have from January 1 to March 31 to change plans. Here's what to know.
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April RMD? Five Tax Strategies to Manage Your 2025 Income
Taxable Income The April 1, 2025, deadline for required minimum distributions (RMDs) is fast approaching for retirees who turned 73 in 2024.
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Powerball Jackpot Winner Will Get a Hefty Tax Bill
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
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States That Won’t Tax Your Powerball Winnings
Lottery Taxes Some states won’t take a tax bite out of your Powerball jackpot or Mega Millions payout.
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Bigger Social Security Checks Are Arriving in April
Payments to eligible retired public sector employees will increase starting in April due to the Social Security Fairness Act (SSFA)..
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Seven Questions to Ask When Evaluating Personal Loan Options
Taking out a personal loan too hastily could lock you into unfavorable terms with an untrustworthy lender. Ask these questions before signing anything.
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Return to Your Home Country to Retire: Repatriation Retirement
They came to the U.S. to live and work, but they want to retire in the old country. Here's how to juggle the move back home.
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How Much Does Being Rich Matter in Retirement? Less Than You Might Think
After a certain point, having more money in retirement won't make you any happier, new research shows. Instead, physical health, a sense of purpose, and a minimal amount of non-mortgage debt are more relevant.
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The Three Biggest Fears Keeping Retirees Up at Night
Here are the steps you can take to put those fears to rest and retire with confidence so you can relax and enjoy the life you've planned.
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What Can a Donor-Advised Fund Do for You? (A Lot)
DAFs and private foundations go about helping charities (and those who donate) in different ways. Each comes with its own benefits and restrictions to navigate.
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Estate Planning When You Have International Assets
Estate planning gets tricky when you have assets and/or beneficiaries outside the U.S. To avoid costly inheritance mistakes, it pays to understand the basics.
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Microsoft Stock: Innovation Spurs Its 100,000% Return
Microsoft's ability to recognize the "next big thing" has allowed sales – and its share price – to grow exponentially over the years.
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6 Great Vacation Ideas for Wheelchair Users
These six places provide plenty of travel inspiration for people who use wheelchairs.
