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The Wealth-Building Powers of Health Savings Accounts (HSAs)
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
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Seven Ways to Be an Absolute Jerk as a Lawyer
Here's what law students need to know about damaging their relationships with other lawyers and judges and running up the bill for clients.
By H. Dennis Beaver, Esq. Published
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What Every Investor Needs to Know About Fiscal Years
A fiscal year is used for financial reporting. Here's why it's an important concept for investors to understand.
By Will Ashworth Last updated
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The Best Retail Stocks to Buy This Holiday Season
E-commerce is a growing trend, but most folks still prefer to shop in stores. That makes these dominant retail stocks worth a closer look.
By Louis Navellier Published
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Earn $150 for Holiday Shopping With the Amazon Credit Card Intro Bonus
Prime Visa, the Chase Amazon credit card, offers you savings on your holiday shopping, with a $150 sign-up bonus offer.
By Ellen B. Kennedy Last updated
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One Good Way to Withdraw Retirement Assets (and a Bad One)
Don't withdraw retirement assets haphazardly. Managing distributions intentionally can lower your taxes, conserve your wealth and reduce Medicare premiums.
By Justin Haywood, CFP® Published
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What Is Capital Gains Tax Deferral?
Spoiler alert: It's the secret weapon of savvy real estate investors. Here's how it works and details about the tools you need to do it.
By Daniel Goodwin Published
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Don't Leave Your Heirs an IRA Tax Bomb
Your traditional IRA has served you well, but when your heirs inherit it, watch out. Consider some of these strategies to minimize their tax burdens.
By Kelsey M. Simasko, Esq. Published
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Five Ways to Maximize Your End-of-Year Philanthropy
To do the most good, pick the right charity, be smart about how you donate and consider giving something just as valuable as money: your time.
By Emily Glassman Published
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New IRS 1099-K Changes: What to Expect from PayPal, Venmo, More
Selling Online A new IRS 1099-K tax reporting requirement for payment networks like Venmo, PayPal, Amazon, and Cash App is supposed to apply for 2024.
By Kelley R. Taylor Last updated
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Short-Term Rentals: 10 Things to Know Before you Book on Sites Like Airbnb and VRBO
A successful short-term rental stay requires knowing the ins and outs of booking sites. Here's our take on Trip Advisor, Expedia, Booking.com, VRBO and Airbnb.
By Laura Vecsey Published
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Become a Digital Nomad: An Early Retirement Lifestyle
Embrace a digital nomad lifestyle to satisfy your wanderlust. Here are tips from an ultramarathon runner, a professional blogger and a financial planner.
By Jacob Schroeder Published
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What Social Security Beneficiaries Should Know About 2025 Numbers
Declining inflation led to the lowest cost-of-living adjustment since 2020, with the 2025 COLA set to rise 2.5%.
By Sandra Block Published
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Three Options for Retirees With an Old (Forgotten) Annuity
Did you buy an annuity in the 2000s? If it’s been out of sight and out of mind since then, it's time to dust it off and start making it pay for your retirement.
By Evan T. Beach, CFP®, AWMA® Published
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Tax Software vs a Tax Professional: Which Should You Choose?
The simple answer is a question: How complex are your taxes? Here's how you can decide whether you can go the easy route or need the help of a pro.
By Marguerita M. Cheng, CFP® & RICP® Published
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17 Deal Sites and Tools for Finding Online Shopping Bargains
Ease the hassles of shopping online by using these deal sites that will do the bargain hunting for you.
By Bob Niedt Last updated
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Best Dividend ETFs to Buy Now
ETFs Are you a set-it-and-forget-it income investor? These dividend ETFs provide a variety of long-term, cash-generating strategies.
By Kyle Woodley Last updated
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Most Livable Cities 2024: How Does Your Town Rank?
California, Virginia, and New Jersey are home to some of the most livable cities in America. The AARP study ranked Great Neck Plaza, NY, first overall.
By Kathryn Pomroy Last updated
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Black Friday Discounts: Retailers With the Best Deals
Comparing Black Friday discounts is hard work. A new study highlights retailers with the best deals in key shopping categories.
By Seychelle Thomas Last updated
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Seven Tips to Score Black Friday Discounts
Use these tips to save money and score the best deals this Black Friday.
By Bob Niedt Last updated
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Holiday Shopping Tax Tips for Business Owners
Tax Deductions Before hitting the sales, businesses should know these key deductions and look out for overspending.
By Kate Schubel Last updated
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The Key to Choosing the Right Annuity: Do Your Homework
Here are some of the pros and cons of annuities, along with an explanation of the different types. Which might work for you?
By Robert Cannon, MBA, CFF®, AIFA® Published
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Are You Annoyed That You Have to Buy Car or Home Insurance?
Maybe instead of considering car and home insurance extra expenses that you don't benefit from, think about how those policies protect your investment instead.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS Published
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Which Stores Open Early on Black Friday?
Miss kicking it old-school by shopping at the crack of dawn on Black Friday? These stores are opening their doors early.
By Sean Jackson Last updated
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Financial Topics You Can Safely Discuss at Thanksgiving
Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
By Donna LeValley Last updated
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Macy’s 98th Thanksgiving Day Parade: How Much Does It Cost?
Thanksgiving You must be wondering how much confetti, floats, and larger-than-life character balloons cost each year. Here’s what we found.
By Gabriella Cruz-Martínez Last updated
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The Strange Gap Between Busy and Bored in Retirement
Bob Sipchen offers his observations on filling your schedule during retirement.
By Robert Sipchen Published
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How Her Financial Adviser Changed Her Life
Melanie said, 'I'd like to get a horse,' and Dana helped make that dream a reality. Here are five lessons we can learn from their adviser-client relationship.
By Pam Krueger Published
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Three Positive Ways to Help Your Adult Children Financially
If you're lucky enough to have surplus wealth in retirement, but worry that giving it to your kids will spoil them, consider helping in these practical ways.
By Evan T. Beach, CFP®, AWMA® Published