Latest
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Five Reasons Roth Conversions and Pensions Work Well Together
This financial planner unpacks why Roth conversions can save you big-time on taxes if you're a retiree with a pension.
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The One Surefire Way to Keep Your Car Insurance Premium From Soaring
I'm an insurance expert, so I know from extensive experience: The more claims you file, the higher your car insurance premium. So maybe don't ask your insurer to fix that tiny scratch on your bumper.
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Best SPDR ETFs to Buy and Hold
ETFs After a period of high uncertainty and historic volatility, these six SPDR ETFs give investors options to build solid, low-cost portfolios for the long term.
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Tax Reconciliation Bill Could Trigger $500 Billion in Mandatory Medicare Cuts
The deficits caused by the tax bill would trigger the Statutory Pay-As-You-Go Act of 2010 and force billions in cuts to Medicare. However, Congress can block the implementation of the cuts.
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5 Best Fidelity Mutual Funds to Buy Now
mutual funds No matter your investing style, the best Fidelity mutual funds offer solid active management at relatively low cost.
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S&P 500 ETFs: 7 Ways to Play the Index
ETFs Trillions of dollars are benchmarked to the ubiquitous S&P 500. These S&P 500 ETFs let you play the index, directly or with a twist.
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How to Apply for Social Security Retirement Benefits
There are two ways to apply for Social Security retirement benefits.
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Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Energy tax credits for home improvements could go away under the new House GOP tax plan. What to know.
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Best Places For Living Single In Retirement
From cost of living to health care access, here are three states you may want to consider if you are single and retired.
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Vacationing With the Grandkids: What Could Go Wrong?
Traveling with your grandkids may be on your bucket list, but before you book the trip, consider the downsides of gramping.
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Our Annual Grandparents’ Guide to Today’s Pop Artists
If you grew up loving Dylan, Coltrane or other great artists, here are some modern musicians that tap into similar styles and spirits. Check out our playlist.
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What You Expect in Retirement vs What You Get: Where Reality Can Surprise You
A financial planner explores how your expectations for retirement can greatly differ from reality — and how you can plan for that.
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5 Momentum Stocks to Buy Now
momentum stocks Amid volatile trade and rising uncertainty, these momentum stocks have shown strong signs of leadership in the first half of 2025.
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Is My Best Buy Worth It? Memorial Day Deals Might Tip the Scale
Score big on tech, TVs and appliances — and find out if a My Best Buy membership is a smart way to save.
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Five Best (and Worst) US Airports for Flight Delays
Hate getting delayed at the airport? Here are five airports where that’s least likely to happen and five with the worst track record for flight delays.
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Retirement Spending Got You Stressed? Six Signs You Need Help
Saving for retirement is the easy part. Spending those retirement dollars may cause too much stress and require help.
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'The Best Is Yet to Come' — Four Things You Gain in Retirement
Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these four retirement perks.
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What's Up With the 10-Year Treasury Bond: Four Financial Experts Weigh In
A financial professional and three colleagues explain the fluctuations in the 10-year Treasury bond and what investors should do.
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Thinking About Buying a Boat? 10 Things to Know First
Planning on buying a boat in retirement? Think of it as a hole in the water you dump money into, says one expert. But it's not all bad.
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Missed Medicare Open Enrollment? Here Are Your Options
There are limited ways you can change your Original Medicare elections after annual open enrollment has closed.
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12 FAQs About Medicare
Medicare When you turn 65, you have to master a new health care system. We’re here to help.
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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.
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10 Best Benefits for Military Members and Their Families
savings Service members face a range of threats – from the lethal to the financial. An array of military benefits and programs are meant to offset some of the risk for them, their spouses and their families.
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How the EV Tax Credit Works for 2025
Tax Credits The EV federal tax credit of up to $7,500 can be complicated. Here's what you should know.
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Are Annuities the New Safe Haven?
Annuity sales top $100 billion in the first quarter.
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When Is the Next Fed Meeting?
The FOMC is expected to keep interest rates unchanged at the next Fed meeting.
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Best AI Stocks to Buy: Smart Artificial Intelligence Investments
tech stocks Artificial intelligence is a rapidly expanding technology. Here are the best AI stocks to buy right now.
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Four Financial Shocks Retirees Face and How to Avoid Them
Turn these financial shocks into mere "bothers" with a little foresight and preparation.
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Time to Spring-Clean Your Finances: A Financial Professional's Four Steps to Tidy Them Up
A midyear review of everything from spending to saving, with adjustments as needed, can set you on track to financial security. Plus, don't forget to check in on your workplace benefits.
