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Retirees, Your Finances Need an Annual Checkup
Financial Planning An annual review should include going over your budget, taking a look at your investment portfolio and making sure you have the right beneficiaries listed on life insurance.
By David Rodeck Last updated
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How to Find the Best Retirement Community for You
A retirement community can be a great option as you age. Here are seven steps to finding the right one for you.
By Daniel Bortz Last updated
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Christmas Toys at the Last Minute: Amazon Has a Secret Shop Loaded With Deals
With fast Amazon Prime shipping, shoppers could still get last-minute bargains on Christmas toys delivered by Christmas Eve or Christmas Day.
By Bob Niedt Last updated
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These Four Traits Lead to More Retirement Savings
Four behavioral traits lead to more retirement savings down the road. Only 10% of workers have all four habits; do you?
By Jacob Schroeder Last updated
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Eight Great Places to Live in Texas
Whether you're looking to retire or relocate, new residents are coming to live in Texas in droves to take advantage of the state's lack of personal income tax and affordable cost of living.
By Brittany Leitner Last updated
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Should You Leave Your Heat On All Day or Turn It Off? Which is Cheaper?
Should you turn your heat off during the day or leave it on low? Here's what to know.
By Erin Bendig Last updated
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Where to Invest in 2025
With the economy growing and the Federal Reserve easing, there's a lot to like about this market. Here's what investors can expect in the new year.
By Anne Kates Smith Last updated
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Gift Like Buffet: Three Financial Gifts for Your Kids and Grandkids
Warren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical.
By Donna LeValley Published
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Electric Heaters vs Radiators: Which Is Cheapest for Home Heating?
Electric heaters and radiators each carry pros and cons, but which is best for lowering your energy bills?
By Ben Demers Last updated
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The 4% Rule for Retirement Gets a Closer Look
The go-to rule for retirement spending was created 30 years ago. Things have changed since then.
By David Rodeck Last updated
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Retirement Abroad? Three Countries Without Inheritance Tax
Retirement Taxes These 2025 top-retiree-friendly countries have an added benefit: potential tax savings for you and your heirs.
By Kate Schubel Last updated
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Five Factors That Make an ETF Successful
Exchange-traded funds have exploded in popularity, with the industry now reaching the milestone of $10 trillion in assets. Here's what you need to know about them.
By Kiplinger Staff Published
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Three Ways to Help Create Financial Stability for a Widow
Loss of a spouse often leads to financial insecurity in retirement. These strategies can help ensure financial stability for the surviving spouse.
By Nick Bour, CAPP™, IRMAACP™ Published
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How to Embrace Personal Growth After a Gray Divorce
Divorce at any age is a traumatic event, and resetting psychologically, especially after a late-in-life divorce, is more important than ever.
By Andrew Hatherley, CDFA®, CRPC® Published
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Wisconsin Tax Guide
State Tax Wisconsin state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
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Wyoming Tax Guide
State Tax State tax rates and rules for income, sales, property, gas, cigarette, and other taxes that impact Wyoming residents.
By Kelley R. Taylor Last updated
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An End-of-Year Investing Checklist
December is a great time to get your portfolios in order. Investors can follow this checklist to assess what changes they may or may not need to make.
By Charles Lewis Sizemore, CFA Published
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Here's How Collectibles Are Taxed
Collectibles Gains on collectibles like gold can be subject to a higher rate than for most other investments.
By Kelley R. Taylor Last updated
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Year-End RMDs: Should You Invest, Spend or Donate Them?
Here are 10 ways to use year-end RMDs strategically. The deadline for taking Required Minimum Distributions is December 31. And yes, shopping might be in order.
By Adam Shell Published
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Three 'Yellowstone' Estate Planning Lessons
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular.
By John M. Goralka Published
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Claim It Early or Delay? When to Start Taking Social Security
Timing is everything when it comes to starting Social Security. Here are the top reasons why people choose to delay or take it early, according to one expert.
By Matt Johnson, CPA, NSSA Published
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Why Aren't You Investing? We Crack 5 Common Excuses
There are lots of reasons folks haven't started investing in the stock market. Here, we look at five common obstacles and how they can be conquered.
By Kyle Woodley Published
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How to Invest Your Holiday Cash
Spending money to make money is a concept we can all get behind. Here's how to invest your holiday cash.
By Will Ashworth Published
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One Simple Tip for Planning the Three Stages of Retirement
Dreading the idea of retirement? This planning technique for the 'go-go, slow-go and no-go years' can lessen the worry and help you save efficiently.
By Joel V. Russo, LUTCF Published
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Digital Asset ETFs: A Less Risky Way to Invest in Crypto?
There's a growing appetite for new ETFs that make it easier to invest in cryptocurrency, including bitcoin. But investors should still proceed with caution.
By Shane W. Cummings, CFP®, AIF® Published
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15 Ways to Prepare Your Home for Winter
home There are many ways to prepare your home for winter, which will help keep you safe and warm and save on housing and utility costs.
By Donna LeValley Last updated
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What to Know About TSA PreCheck During a Busy Travel Season
Consider signing up for TSA PreCheck to avoid long lines at the airport this summer and during the busiest travel seasons.
By Erin Bendig Last updated
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The Warren Buffett Advice You Should Follow
Can you beat the averages? Warren Buffett can. What can mere mortals learn from his success?
By James K. Glassman Last updated
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The Thermostat Setting That Will Save You Money This Winter
The right thermostat setting can keep your home cozy while cutting your energy bill.
By Ben Demers Last updated