Latest
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Are You an Estate Planning Procrastinator? Where to Start
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind.
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Write a Book in One Day and Become a Best-Selling Author!
If that sounds like a scam, that's because it is. Online publishing scams entice wannabe authors with big promises for a big price. How to protect yourself.
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Backdoor Roth IRAs: Good for Wealthy Retirees?
Financial Planning A backdoor Roth IRA is a tax loophole that enables wealthier individuals to earn tax-free income. But it's complicated, and how long will that back door remain open?
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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.
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Six Travel Mistakes to Avoid
No travel medical insurance? Unnecessary luggage and hotel fees? Here are the biggest travel mistakes people make and how you can avoid them.
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Best CD Rates
Find the highest CD rates available today in our guide.
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Best High-Yield Savings Accounts
These are the top earning high-yield savings accounts available today.
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Traditional IRAs: Get Tax-Deferred Retirement Savings
A traditional IRA is a powerful way to save for retirement. If you don't have a 401(k) it can be especially helpful.
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What Is an IRA and Which Type is Best for You?
An Individual Retirement Account (IRA) is a tax-advantaged savings account to help you boost your nest egg. Learn which type of IRA is best for you.
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New Mexico Tax Guide
State Tax New Mexico state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
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7 Reasons to Avoid a Self-Directed IRA
self directed IRA Self-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
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Roth IRA Contribution Limits for 2024 and 2025
Roth IRAs Roth IRA contribution limits have gone up. Here's what you need to know.
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
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Five Changes Coming to IRAs and 401(k)s in 2025
The 2025 rule changes for Roth and traditional IRAs could mean more money for your retirement. But you have to pay attention to reap the rewards.
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Texas Tax Guide
State Tax Texas state tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact residents.
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Best Marijuana Stocks to Buy: Cannabis Stocks for Investing
Kiplinger's Investing Outlook The best marijuana stocks have been put through the wringer for years. But with U.S. cannabis sales on the rise, these picks could finally have their day in the sun.
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How to Sell Your Business With No Regrets
The key to a successful exit: You've got to be prepared. So, start now by maximizing profitability, planning for succession and avoiding the dreaded five D's.
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The Bare Necessities of Buying Pet Insurance
Pet insurance can help put you at ease over the health of your furry friends. Here's what to look for when shopping around for a policy.
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Should You Buy These Covered-Call Funds?
Covered-call ETFs are popular but come with plenty of caveats.
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Is It Too Late to Do a Roth Conversion if You're Retired?
The short answer is: Not at all. Roth conversions can be great tax-saving strategies … for the right people. Are you a good candidate?
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Five Options for Retirees Who No Longer Need Life Insurance
If you're retired and you've checked with your financial planner that life insurance is no longer vital, here are five ways you can turn it to your advantage.
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The Worst Credit Cards: Is One in Your Wallet?
If you have one of the worst credit cards, it's time to replace it with a winner. We can help.
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How to Invest at Each Stage of Your Life
Wealth isn’t typically built overnight. It takes a series of moves over time. With that in mind, we’ve crafted a game plan for how best to save and invest at every stage of life.
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Five Financial Planning Secrets of Millionaires
You might be surprised: Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way.
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Financial Hangover Got You Down? Rebalance Your Budget
After overindulging on vacations or other fun, here's how to review your budget and set new goals, without sacrificing the experiences that matter most.
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Five Cities With the Lowest Property Tax in the U.S.
Property Tax Property taxes are ultra-low in these popular metro areas, but is housing affordable?
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The Benefits of I Bonds vs EE Bonds To Store Your Savings
All of the information you'll need to choose between Series I and EE savings bonds.
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Inflation Made I-Bonds Popular. What Now?
savings bonds Inflation has made Series I savings bonds, known as I-bonds, enormously popular with risk-averse investors. So how do they work?
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The I-Bond Rate Until May Is Mildly Attractive. Here's Why.
Investing for Income The current I-bond rate is active until November 2024 and presents an attractive value, if not as attractive as in the recent past.
