Latest
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Will the New Social Security Fairness Act Change Your Benefits In 2025?
The new Social Security Fairness Act was just signed into law by President Biden. What is the Act and how could it impact your Social Security benefits in 2025?
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The Seven Key Milestone Ages As You Approach And Begin Retirement
These seven milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
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Inherited IRA Pitfalls to Avoid
Don't get hit with a big tax bill thanks to an inherited IRA. Learn the rules and save.
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7 Estate Planning Best Practices
These tips can help you avoid common trouble spots and create a more effective plan.
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5 Key Components of an Estate Plan — and 7 Others to Consider
Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
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5 Ways the Second Trump Term Could Affect Your Finances
Income tax cuts are likely to be extended, but electric vehicle tax credits could disappear.
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Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of its provisions while you still can.
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A Frugal Saver's Guide to Spotting Investment Costs
Some of the fees that come with buying or holding stocks, bonds and other investments are obvious. Others can hide in plain sight.
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Life Insurance Beneficiary: What It Is and How It Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
