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Four Financial Steps That Can Help the Sandwich Generation Cope
People who are caring for kids and aging parents at the same time can take a hit mentally and financially, so make sure you're tapping into all available help.
By Leila Evans, CFP® Published
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States With Low and No Capital Gains Tax
Capital Gains Low-tax states, including states with no capital gains tax, are selling points for many people.
By Kelley R. Taylor Last updated
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Investing Moves to Make at the Start of the Year
After another big year for stocks in 2024, investors may want to diversify in 2025. Here are five portfolio moves to make at the start of the year.
By Jeff Reeves Published
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Three Easy But High-Impact Moves for Retirees
Keeping finances in order is a chore, especially in retirement, but these three simple and impactful moves will help you now (and your heirs in the future).
By Evan T. Beach, CFP®, AWMA® Published
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Stock Market Today: Stocks End a Strong Year With a Whimper
The S&P 500 notched its first back-to-back 20%+ annual returns since the late 1990s.
By Karee Venema Published
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Stock Market Holidays in 2025: NYSE, NASDAQ and Wall Street Holidays
Markets When are the stock market holidays? Here, we look at which days the NYSE, Nasdaq and bond markets are off in 2025.
By Kyle Woodley Last updated
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Is the Stock Market Open on New Year's?
Market participants get to enjoy a mid-week break ringing in the new year with family and friends.
By Karee Venema Last updated
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What's in Store for the Bull Market in 2025?
The current bull market recently turned two and most – but not all – Wall Street pros expect the party to continue in the new year.
By Kyle Woodley Published
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Buckle Up: Five Risks to Avoid on the Road to Retirement
As retirement approaches, keep an eye out for the last remaining bumps in the road that could put a serious dent in your hard-earned savings.
By Bryan S. Slovon, Investment Adviser Published