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Retirement Savings on Track? See How Much You Should Have in Your Mid-50s and Early 60s
JPMorgan’s guide can help older Gen Xers determine whether they have saved enough for a retirement pegged to their income level.
By Donna Fuscaldo Last updated
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The Pros and Cons of Fixed-Rate Loans
real estate Consider these pluses and minuses before jumping into a loan you'll be paying for the next 15 to 30 years.
By Donna LeValley Last updated
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Retirement Savings on Track? How Much You Should Have by 50 and 55
See how your retirement savings compare to this Wall Street guide for people aged 50 and 55, ranked by income.
By Donna Fuscaldo Last updated
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What Is ESG Investing and Is It Right for You?
ESG means investing in a way that considers a company's environmental, social and governance profile. Here's what that means in practice.
By Coryanne Hicks Last updated
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When Will I Receive My 2025 Social Security Checks?
Find out when you can expect your 2025 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley Last updated
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The Average Monthly Social Security Check: February 2025
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter.
By Donna LeValley Last updated
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5 Stocks to Buy for a Trump Presidency
The second Trump presidency is well underway and these five stocks are set to benefit.
By Will Ashworth Last updated
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3 ETFs for the Trump Presidency
Stock market volatility has picked up since Inauguration Day. These ETFs can help investors can navigate the ups and down of the second Trump era.
By Tony Dong, MSc Last updated
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A Savings Tool to Empower People With Disabilities
An ABLE account can improve quality of life for individuals with a disability — it permits tax-free saving for ongoing expenses without jeopardizing benefits.
By Ella Vincent Published
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401(k) Spousal Consent: Lawmakers Reintroduce Legislation
The Women's Retirement Protection Act (WRPA) would prevent spouses from raiding their partners' 401(k) accounts.
By Christy Bieber Published
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How to Manage Money Like a Millionaire: Smart Wealth-Building Strategies
Explore how to manage money like a millionaire. Learn the savings, investment and financial planning strategies used by high-net-worth individuals to build lasting wealth.
By Jacob Wolinsky Published
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Social Security Fairness Act: Five Financial Planning Issues to Revisit
More money as a public-sector retiree is great, but there could be unintended consequences with taxes, Medicare and more if you're not careful.
By Daniel Goodman, CFP®, CLU® Published
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Social Security Warning: Five Missteps Too Many Women Make
Claiming Social Security is complicated, and for women the stakes are high. What you don't know can cost you, so make sure you do know these five things.
By Daniela Dubach Published
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To Buck the Third-Generation Curse, Focus on the Family Story
The key is to motivate the next generations to contribute to the family business in a productive way. You can look to Lawrence Welk's family as a prime example.
By John M. Goralka Published
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Want to Live Longer? Myth vs Fact
With longevity science booming, you might make it to age 150. We separate the hype from proven strategies, with help from the Mythbuster.
By Jacob Schroeder Last updated
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Walmart's Transformative Ways Spark a 100,000% Stock Return
Walmart's strategic store expansion and relentless cost-cutting have catapulted its share price over the years.
By Louis Navellier Published
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Are Scholarships Always Tax-Free? What You Need to Know
Education Scholarships are generally tax-free if certain IRS and other requirements are met.
By Kelley R. Taylor Last updated
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What to Expect in the Rest of This Year's Housing Market
Most likely, mortgage rates will stay above 6%, and home prices will climb moderately. But that shouldn't dissuade buyers who are ready to make a move.
By Robyn A. Friedman Published
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20 Ways to Clean Up Your Finances This Spring
Spring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners of your finances at the same time?
By Lisa Gerstner Published
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How Roth Accounts Can Ease Your Tax Burden in Retirement
Strategic Roth IRA conversions can set you up for tax-free income in retirement and a tax-free inheritance for the people you love.
By Jim Hanna Published
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Are You a High Earner But Still Broke? Five Fixes for That
If you're a HENRY (a higher earner, not rich yet) but feel like you still live paycheck to paycheck, there are steps you can take to get control of your financial future.
By Mallon FitzPatrick, CFP®, AEP®, CLU® Published
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Tax Diversification: Smart Ways to Help Preserve Your Nest Egg
A long and active retirement may be costly — and may even bump you into a higher tax bracket. Paying some taxes on your savings now could be the answer.
By Nicholas Shaheen, CFP®, CIMA® Published
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State Tax Changes for 2025: Key Reforms and What They Mean for Your Finances
State Taxes It’s important to stay informed of state tax changes that can impact your budget.
By Kelley R. Taylor Last updated
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Relentless Leadership Has Driven Oracle Stock's 100,000% Return
Oracle's share price growth also benefits from the company's commitment to innovation and tech investment.
By Louis Navellier Published
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Planning Summer Travel? Use These Strategies
To save money on summer travel, book your tickets well ahead of time, use technology and avoid popular destinations.
By Sandra Block Published
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How This Writer Made Their First $1 Million
A 59-year-old writer living in New England explains how they made $1 million as part of Kiplinger's My First $1 Million series.
By Joyce Lamb Published
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How to Thrive in Retirement: Balancing the Tradeoffs
To cultivate a happy retirement, you need to tend to it as carefully as you would a flourishing garden, and that means making the right choices for you.
By David Conti, CPRC Published
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Kick the IRS to the Curb in Retirement
That 401(k) or traditional IRA you've filled with your hard-earned money could turn into a tax bomb. Before it blows, see if a Roth could help rescue you.
By Scott Mallernee, CRPC® Published
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How to Stop Scammers Targeting Your Retirement Savings
Anyone can fall victim to a financial scam, but retirees can be more vulnerable than most, so stay alert to these common tricks that could catch you off guard.
By Adam Powell Published