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Estate Planning for Millionaires: Teamwork, Trusts and Taxes
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth.
By Deborah Yao Last updated
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Best Bond ETFs to Buy Now
ETFs The bond market has been a roller coaster in recent years, but investors with a longer-term view should consider these bond ETFs to balance their portfolios.
By Jeff Reeves Last updated
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Tariffs Could Make Your Holiday Shopping Pricier in 2025
Tax Policy Trump’s tariffs would drive prices of clothes, toys, and furniture higher, according to a new study.
By Gabriella Cruz-Martínez Published
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NYC Congestion Pricing: Ghost Tax or Necessary Fee?
State Taxes Drivers headed to Manhattan’s downtown district will face a new $9 toll in January.
By Gabriella Cruz-Martínez Published
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Why Thoughtful AI Adoption Is the Future of Investment Decision-Making
Taking a proactive approach to AI in investing can lead to more responsible and positive outcomes.
By Dr. Clemen Chiang Published
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Five FAQs About 529 College Savings Plans
Thanks to recent policy changes, families have more options for what to do with money sitting in tax-advantaged 529 accounts.
By Mallika Mitra Published
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7 Best Places in the US for Wellness Tourism — Beyond California
California doesn't have a monopoly on wellness tourism. These U.S. retreats offer exercise, relaxation and good food in stunning scenery that might be closer to home.
By Becca van Sambeck Published
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How to Apply for Social Security Retirement Benefits
There are two ways to apply for Social Security retirement benefits.
By Donna LeValley Published
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To Future-Proof Retirement Security, We Need Better Strategies
With retirees living longer and the inequalities that affect women and people of color, the retirement system needs some optimization. Here’s what would help.
By Romi Savova Published
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Here's Why We All Win When Charitable Dollars Go to Women
Giving to charities for women and girls not only has a lasting impact on their lives — it also benefits society as a whole. Here’s how to start investing.
By Elizabeth Droggitis Published
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Revocable vs. Irrevocable Trusts: What You May Not Know
Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs.
By Deborah Yao Last updated
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What Is a Mutual Fund and Why Should I Invest in One?
Beginner investors might wonder "what is a mutual fund?" Here, we answer that question and look at the pros and cons of investing in one.
By Kyle Woodley Last updated
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Vanguard Money Market Funds: What You Need to Know
investing Vanguard money market funds are useful asset storage tools. Here, we break down what you need to know about the firm's six offerings.
By Kent Thune Last updated
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What Is a Debt-to-Equity Ratio and How to Interpret the Number
A debt-to-equity ratio is a way to measure how solid a company's financial position is. Here, we take a closer look at what it is and how investors can use it.
By Coryanne Hicks Last updated
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In What Order Should You Tap Your Retirement Funds?
Should you go with your IRA first or your brokerage account? Follow this road map for tax-smart withdrawals.
By John Carruthers, Certified Retirement Counselor® Last updated
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If You'd Put $1,000 Into Nvidia Stock 20 Years Ago, Here's What You'd Have Today
Anyone shocked by Nvidia stock's wild ride should know that volatility has always been the price of admission to this long-time market beater.
By Dan Burrows Last updated
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Beware Three Medicare Open Enrollment Scams
Crooks are perfecting Medicare Open Enrollment scams to try to steal your money or personal information.
By Donna LeValley Published
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All 30 Dow Jones Stocks Ranked: Buy, Sell or Hold?
blue chip stocks Nvidia is Wall Street's best Dow Jones stock to buy now, but some other names might surprise you.
By Dan Burrows Last updated
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Pass the Gravy, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to begin making your retirement and estate plans clear to your family. Here's how you could get the conversation started.
By Michael J. Faust, CFA Last updated
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Tax Credit vs. Tax Deduction: What’s the Difference?
Tax Breaks Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.
By Kate Schubel Published
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Why Now May Be a Good Time to Invest in Commodities
You may want to consider adding inflation-hedging commodities such as bitcoin and gold to your portfolio.
By Zain Jaffer Published
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How Lower Interest Rates Affect Your Finances: Credit Cards, Car Loans and Mortgages
The Fed's rate cuts will provide relief for some borrowers, but savers will have to work harder to get decent returns.
By Sandra Block Published
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For a More Secure Retirement, Build in Some 'Safe Money'
To solidify your retirement plan, write it down, reduce your market risk and allocate more safe money into your plan for income.
By Kevin Wade Published
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Five Steps to a Mindfully Fearless Career
If, like many women, you're struggling with imposter syndrome, try developing an athlete's winning mindset. It's as simple as facing one small fear every day.
By Lisa Cregan Published
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How Inflation Impacts Your Taxes
Inflation The impact of inflation on federal income tax brackets and some other tax credits might not be all bad.
By Kelley R. Taylor Last updated
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Four Reasons to Shop Before Black Friday
Smart Buying It can make financial sense to buy holiday gifts before Black Friday.
By Donna LeValley Last updated
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If You'd Put $1,000 Into Walmart Stock 20 Years Ago, Here's What You'd Have Today
Walmart Walmart stock has been a buy-and-hold bust over the past couple of decades.
By Dan Burrows Last updated
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New 401(k) Withdrawal Rules to Know in 2025
Tax Rules More people are taking early emergency withdrawals from retirement savings accounts. New rules might offer some relief.
By Kelley R. Taylor Last updated
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Walmart, Target, Kroger Offering Families Inflation-Fighting Holiday Meal Deals
Walmart, Target, and Kroger offering families holiday meal deals to help shoppers battered by crippling grocery costs. But the deals won't last long.
By Bob Niedt Last updated