Features
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The 15 Best Retirement Perks You're Missing Out OnRetiree-friendly goods and services are available at no cost – if you know where to look.
By Bob Niedt
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Stock Market Holidays in 2026: NYSE, NASDAQ and Wall Street HolidaysMarkets When are the stock market holidays? Here, we look at which days the NYSE, Nasdaq and bond markets are off in 2026.
By Kyle Woodley
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Mom Needs Medicaid for Nursing. Should I Spend Down Her Assets?Medicaid has undergone massive budget cuts and restructuring. Here's how your loved one can still qualify.
By Maurie Backman
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7 Sam's Club Perks Costco Members Might Envy in 2026Sponsored
Here are seven membership perks that could make Costco shoppers take notice.
By Choncé Maddox
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If You Put $1,000 Into an S&P 500 ETF 20 Years Ago, Here's What You'd Have TodayThe S&P 500 has delivered strong returns for buy-and-hold investors.
By Dan Burrows
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Is Your Financial Adviser's 1% Fee Worth It?The 1% adviser fee has been a mainstay for retirement planning. But now that AI is doing some of their work, it’s worth knowing exactly what you're paying for.
By Jacob Schroeder
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Timing Social Security When You Have a Pension and $1 MillionIf you have a pension and $1 million-plus saved, deciding when to take Social Security is about optimizing your taxes, legacy planning and long-term income.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Why (and How) Real Estate Investors Can Defer Taxes ForeverReal estate investors can use 1031 exchanges and depreciation to defer taxes over a lifetime, before passing assets to heirs tax-free. Here's how it works.
By Alan Stalcup
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Are Trump Accounts the Right Fit for Your Family?Trump Accounts have pros and cons, but having one could be a good way to educate your child about finances while also providing a financial safety net.
By Randy E. Porzel, CFP®, RICP®
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Managing Concentrated Wealth: When Success Becomes RiskAdvertiser Content Whittier Trust Company
SPONSORED Rethinking wealth before and after a major liquidity event.
By Craig T. Ayers
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Gen X vs Boomers: Why the Rules of Retirement Have ChangedOne generation is nearing retirement, while another is already there. The way they're navigating this important life transition couldn't be more distinct.
By Donna Fuscaldo
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The Best and Worst Presidents (According to the Stock Market)Markets Which U.S. presidents oversaw the best and worst stock market performances? Just for grins, let's see what a 'stock market Mount Rushmore' might look like.
By Charles Lewis Sizemore, CFA
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The Rule of Compounding: Why Time Is an Investor's Best FriendDescribed as both a "miracle" and a "wonder," compound interest is simply a function of time.
By Coryanne Hicks
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Are You Ready To Retire At 60? Take Our Quiz to Find OutSee if you are ready to retire before Social Security kicks in with our quick quiz.
By Donna Fuscaldo
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Blindsided by Medicare’s 2-Year IRMAA Rule? Now What?A sudden spike in your income can trigger costly Medicare surcharges two years down the road. Here is how affluent retirees can protect their wealth.
By Maurie Backman
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Do You Know More Retirement Tax Rules Than a 28-Year-Old? Take the QuizQuiz We gave a Gen Z non-finance professional these five questions, and here's how they scored. Can you beat it?
By Kate Schubel
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The Rule of Two Lives in Retirement: One Life Becomes TwoThe "rule of two lives in retirement" means accounting for your partner at every decision point, because one life becomes two.
By Jacob Schroeder
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The Asset Location Rule: Where to Put Income Investments in Retirement?Where you hold your investments is as important as what you're investing in. Here's how to optimize your asset location for a more tax-efficient retirement.
By Charles Lewis Sizemore, CFA
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The 'Florida Flip' for Roth Conversions and Lower RMDsStaring down a massive RMD tax bill at age 75? Relocating to a zero-tax state for a few years could slash your Roth conversion costs. Just beware of the pitfalls.
By Maurie Backman
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Red Flags to Look for at Assisted Living FacilitiesWhen considering an assisted living facility for your loved one, look for these red flags before signing a contract. Cost-cutting can have a disastrous impact.
By H. Dennis Beaver, Esq.
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Why 'Exclusive Opportunities' Can Be Bad Financial MovesPrivate credit funds, real estate deals, hedge funds and venture capital allocations aren't available to everyone, but can also carry extra costs and risks.
By Kevin Caldwell
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How Philanthropy Can Ensure AI Serves People, Not ProfitsPhilanthropists can help ensure AI prioritizes the greater good by funding research, strengthening nonprofit infrastructure and teaming up with other donors.
By Julia Chu
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Eight Things You Must Know About Retiring to the CarolinasFrom the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt
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5 Top Tax-Efficient Mutual Funds for Smarter InvestingMutual funds are many things, but "tax-friendly" usually isn't one of them. These are the exceptions.
By Kyle Woodley
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6 Early Retirement Mistakes to AvoidThese early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
By Jacob Schroeder
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What to Expect When Applying for a Mortgage Loanreal estate Before you can apply for a mortgage loan and buy your dream home, there's a good bit of preparation to be done.
By Erin Bendig
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Get $40 to Shop at Costco with This Membership DealNew members can get up to $40 on a Costco Shop card when they sign up for a one-year Costco membership thanks to a new deal from Stack Social.
By Carla Ayers
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How to Hit the $24,500 401(k) Limit in the Next 6 MonthsDon't leave money on the table. If you want to maximize your retirement savings this year, it's time to adjust your paycheck math right now.
By Kathryn Pomroy
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Avoiding the Widows' Penalty Tax Trap After a Spouse PassesIncome Tax Many surviving spouses are surprised to discover that losing a partner can mean paying higher taxes on less income.
By Chrissy Paradis
