Latest
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Nine Expert Tips for Becoming a Successful Financial Adviser
Be someone your clients can trust and learn to lean on for some of their most personal decisions.
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Financial Topics You Can Safely Discuss at Thanksgiving Dinner
Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
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Six Missteps to Avoid as You Transition to Retirement
Don't lose sight of your finances when you finally reach retirement. These six classic missteps can chip away at the nest egg you’ve worked so hard to build.
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Why Does One Claim Jack Up My Insurance After Years of No Claims?
Even loyal customers can be hit with an insurance premium hike after a claim, despite going many years without any claims. There's a reason for that.
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What To Know About Black Friday
The biggest shopping event of the year is right around the corner. We'll help get you prepared to go deal-hunting.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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How to Apply for Social Security Retirement Benefits
There are two ways to apply for Social Security retirement benefits.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
