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Eight Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
By Rachel L. Sheedy Last updated
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Types of Income the IRS Doesn't Tax: What to Know for 2025
Income Tax It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
By Kelley R. Taylor Last updated
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Most Changes to HSAs in the One Big Beautiful Bill Did Not Make the Final Cut
HSAs were set to get a glow-up in the House version of the OBBB. Unfortunately for most retirees, the final bill did not include many of the benefits proposed by the House.
By Donna LeValley Last updated
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2025 Tax Brackets and Federal Income Tax Rates
Income Tax Knowing your federal tax bracket is essential, as it determines your marginal income tax rate for the year.
By Kelley R. Taylor Last updated
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Best No-Fee High-Yield Savings Rates
Are you looking for the best no-fee high-yield savings rates? Our top picks earn you 4.35%.
By Sean Jackson Last updated
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The Best High-Yield Savings Accounts of July 2025
Our high-yield savings account picks earn you rates as high as 4.35%, helping you outpace inflation and grow your savings quicker.
By Sean Jackson Last updated
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The Best Communication Services Stocks to Buy
Communication services stocks represent a diverse segment of the market that includes media companies, internet giants and telecoms. Here's how to find the best ones.
By Kyle Woodley Last updated
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Key to Financial Peace of Mind: Think 'What's Next?' Rather Than 'What If?'
Even if you've hit your magic number for retirement, it's hard to stop worrying about money. Giving it a clear purpose is one way to reduce financial anxiety.
By Frank J. Legan Published
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Three Estate Planning Documents a Business Owner Can't Afford to Skip
A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical.
By Ronald “Skip” Skolnik Published
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8 Rules for Choosing the Right Financial Adviser
Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From verifying credentials to trusting your gut, follow these rules to find a financial adviser.
By Laura Gariepy Published
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How Much Will Social Security's 2033 Shortfall Cost You?
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 23%. Here is now much more you need to save to cover the potential shortfall.
By Donna LeValley Last updated
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How to Find the Best Consumer Discretionary Stocks to Buy
Consumer discretionary stocks are a bet on the broader economy. But how do investors narrow the field to find the best ones to buy?
By Kyle Woodley Last updated
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A Guide to Amazon Prime Day — How to Bag the Best Deals
Our guide to Amazon Prime Day. From finding the best deals and whether it is worth the hype.
By Kathryn Pomroy Last updated
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The Best Consumer Staples Stocks To Buy
In an uncertain market, the best consumer staples stocks provide consistency and stability to portfolios.
By Kyle Woodley Last updated
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The TCJA: Key Facts on the Tax Cuts and What's Extended for 2025
Tax Law How many of the extended TCJA provisions in the so-called 'One Big Beautiful Bill' (OBBB) will impact your wallet?
By Kate Schubel Last updated
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EV Charger Tax Credit for 2025? What You Need to Know
Tax Credits The federal EV charger tax credit for electric vehicle charging stations and equipment is going away sooner than expected.
By Kelley R. Taylor Last updated
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Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Trump's new GOP tax bill ends many key energy tax credits for home improvements. Here's what you need to know.
By Kate Schubel Last updated
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The Average 401(k) Balance by Age
How did your 401(k) balance stack up versus peers in the first quarter? If you fell short, use it as motivation to save more.
By Adam Shell Last updated
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Six Medicare Changes Coming in 2026
Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception.
By Donna LeValley Last updated
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A Little-Known Tax-Free Way To Help Pay Your Student Loan
Student Debt Employers can provide valuable assistance with employee student loan repayments.
By Kelley R. Taylor Last updated
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SALT Deduction 2025: Three Things to Know Now
Tax Deductions Changes to the state and local tax (SALT) deduction in the so-called 'One Big Beautiful Bill' have this tax break in the spotlight.
By Kelley R. Taylor Last updated
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Mom needs a nursing home. Should I spend down her assets so she qualifies for Medicaid?
We asked expert financial advisers for their advice.
By Maurie Backman Published
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Financial Fact vs Fiction: Why Your 'Magic Number' Isn't Actually Magical
Do you think you're diversified if you're invested in the S&P 500 and Nasdaq? Do you think your tax rate will fall in retirement? Think again — and read on for other myths that could be leading you astray.
By Scott McClatchey, CFP® Published
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Opportunity Zones: An Expert Guide to the Changes in the One Big Beautiful Bill
The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantages.
By Daniel Goodwin Published
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Five Ways Retirees Can Keep Perspective Through Market Jitters
Market volatility is a recurring event with historical precedents (the dot-com bubble, global financial crisis and pandemic), each followed by recovery. Here's how people who are near or in retirement can navigate economic uncertainty.
By Dennis D. Coughlin, CFP, AIF Published
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The Best Financial Stocks to Buy
Financial stocks play a critical role in the economy and are a key component of any well-rounded portfolio.
By Kyle Woodley Last updated
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How We Found This List of the Best REITs to Buy Now
Real estate investment trusts, or REITs, are a special class of stocks known for their high dividend yields. Here's how to find the best ones to buy.
By Kyle Woodley Last updated
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The Best 3-Year CDs of 2025
Savings Our top 3-year CDs help you earn returns as high as 4%.
By Erin Bendig Last updated
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10 Unique Ways To Save Money Shopping With Amazon
Amazon offers a lot of value if you know where to look. We'll show you hacks that can help you save on big purchases and everyday items.
By Kathryn Pomroy Last updated