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9 Best Fidelity Mutual Funds to Buy Now
mutual funds No matter your investing style, the best Fidelity mutual funds offer solid active management at relatively low cost.
By Jeff Reeves Last updated
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Sophisticated Planning With Flexible Irrevocable Trusts
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.
By John M. Goralka Published
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How to Stop Ageism From Tanking Your Retirement
More older workers report instances of ageism. Here's how you can stop age discrimination before it affects your career and retirement savings.
By Maurie Backman Published
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Financial Stocks Should Pay Off in 2025
Looking to buy financial stocks? Businesses that provide financial products and services are buoyant, but you should be choosy about where to put your money.
By Nellie S. Huang Published
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Post-Disaster Financial Planning: How to Protect Your Assets
A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster.
By Pam Krueger Published
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Post-Chevron DOGE: Is This the End of Federal Regulation?
The Supreme Court's Chevron decision last year shifted regulatory oversight to Congress. How could that impact the work of Elon Musk and the new DOGE?
By Jon Polenberg Published
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Nine Things You’ll Spend More on in Retirement
retirement Travel and utilities are just two of the items that will put greater demands on your hard-earned savings once you reach your golden years.
By Bob Niedt Last updated
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Navigating 1099s: A Guide to All 22 IRS Tax Forms to Know
Tax Filing You should receive your 1099 form by February 15. But what happens next?
By Kate Schubel Published
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How to Protect Your 401(k) in a Down Market
Five strategies to safeguard your funds if your 401(k) balance nosedives in a down market.
By Adam Shell Last updated
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Best No-Fee High-Yield Savings Rates
Consider opening a no-fee high-yield savings account if you want a competitive yield on your cash but want to avoid any pesky fees.
By Erin Bendig Last updated
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How to Open a Roth IRA in 5 Simple Steps
retirement Here's what you need to know in order to open a Roth IRA.
By Erin Bendig Last updated
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How to Freeze Your Credit in Three Steps
credit & debt Freezing your accounts at the three major credit bureaus is the best way to prevent thieves from opening new credit accounts in your name.
By Lisa Gerstner Last updated
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Social Security Fairness Act Retroactive Payments and Increases Are Delayed
Public sector retirees, spouses' or surviving spouses' benefits will be delayed until further notice. The SSA must manually adjust benefits for over 3 million beneficiaries.
By Donna LeValley Last updated
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Five States With the Largest EITC Checks
EITC Households in these states received a larger Earned Income Tax Credit (EITC) last year.
By Gabriella Cruz-Martínez Published
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Is 2025 the Year Workers Will Return to the Office?
Managers want to cut back on remote work, but many employees value flexibility.
By Sandra Block Published
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Why I'm Not Chasing Airline Status This Year
United Premier status is harder to gain in 2025, and as a non-business traveler, I'm giving up hope.
By Alexandra Svokos Published
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Listed: Live Your Snowbird Life Year-Round in These 3 Homes
See fabulous real estate listings of homes in snowbird destinations Savannah, San Diego and South Padre Island, as part of Kiplinger's new "Listed" series.
By Alexandra Svokos Published
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How to Slash Kiddie Taxes on Your Child's UTMA Account
Gifts to children can come with tax strings. To keep your child's gift growing and avoid tax bills for yourself along the way, consider this long-term strategy.
By David Jaeger, CFP® Published
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Your Family Money Values Matter: How to Get on the Same Page
How you grow up shapes you financially. That can make things tricky for couples and their kids, so follow these four steps to help establish your family values.
By Julie Virta, CFP®, CFA, CTFA Published
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States That Tax Social Security Benefits in 2025
Retirement Taxes Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
By Kate Schubel Last updated
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How to Find the Best Jumbo CD Rates
Even after the Fed cut rates three times to end 2024, you can still earn a good rate of return with a jumbo CD. Here are some of the best options.
By Erin Bendig Last updated
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What Is a High-Yield Savings Account?
A high-yield savings account is essentially the same as a traditional account with one key difference — it pays a higher-than-average APY on deposits.
By Erin Bendig Last updated
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403(b) Contribution Limits for 2025: Good News for Teachers
retirement plans Teachers and nonprofit workers can contribute more to a 403(b) retirement plan in 2025 than they could in 2024.
By Jackie Stewart Last updated
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12 Great Places to Retire in the Midwest
Places to live Here are our retirement picks in the 12 midwestern states.
By Stacy Rapacon Published
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What Are the Investment Opportunities and Threats in 2025?
It's the Year of the Wood Snake, representing growth, introspection, transformation and a need for patience. What could that mean for your finances?
By Michael Aloi, CFP® Published
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How Much Fun Is Too Much Fun When You're in the Office?
Having a work-should-be-fun atmosphere sounds great — until someone gets hit in the head by a basketball. What should companies consider about workplace safety?
By H. Dennis Beaver, Esq. Published
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When Is the Next Fed Meeting?
The FOMC is expected to keep interest rates unchanged at the next Fed meeting.
By Dan Burrows Last updated
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Food, Gas Prices to Spike if Trump Levies 25% Tariffs on Canada and Mexico
Tariffs The neighboring countries are major exporters of fresh food, auto, gas, and industrial supplies to the U.S.
By Gabriella Cruz-Martínez Published
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This T. Rowe Price Bond Fund Holds Up Well as Interest Rates Change
While interest rates have come down, this T. Rowe Price floating-rate fund still sports an attractive yield.
By Nellie S. Huang Published