Features
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How Your Favorite Stores Use Your Data Against YouFrom online to in-store, retailers track your behavior to set maximum prices. Here's how to fight back.
By Sean Jackson
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The Social Security Bridge: How to Retire at 62 and Claim at 70Delaying your claim until age 70 locks in a permanent, lifelong pay raise. Here is your blueprint to construct an income bridge that safely funds your retirement gap years.
By Adam Shell
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Millennials, Are You Making These Common Money Mistakes?It's easy to lose track of spending when you're focused on your family and career. But this is what you're risking when you don't save or protect your income.
By Kelsey M. Simasko, Esq.
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Do Your Adviser's Years of Experience Hide a Proficiency Gap?Turns out, an adviser's long tenure is not a reliable indicator of their true expertise, especially in crucial areas like retirement income and tax planning.
By Jared Trexler
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Want Employees to Embrace AI? Give Them a Say in How It's UsedBusinesses that want employees to work with AI need to break down some barriers first, as U.S. workplaces have become fractured, fearful and full of mistrust.
By Dr. Cornelia Shipley Bearyman, MBA, PCC, BCC
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10 Cheapest Places to Live in GeorgiaProperty Tax Looking for affordable Georgia living? These counties offer the lowest property tax bills in the state.
By Kate Schubel
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7 Ways to Plan Now to Save on Medicare IRMAA Surcharges LaterUnderstand the critical 2-year lookback period and why aggressive planning before you enroll in Medicare is the most effective way to minimize IRMAA.
By Donna LeValley
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SpaceX Stock: Should You Buy SPCX Stock?The massive SpaceX IPO is almost here, with Elon Musk's space exploration and satellite company expected to start trading next month.
By Karee Venema
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Communication Is Key to a Successful LegacyBecause 70% of wealthy families lose their wealth by the second generation, it's clear how important communication can be to your estate plan's success.
By Justin Biance, Certified Estate Planner
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9 Things You Must Know About Medicare's Income-Related Monthly Adjustment Amount (IRMAA) SurchargesMedicare Here's what you need to know about who gets charged and why, as well as when the fees can be waived.
By Rachel L. Sheedy
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What is the IRMAA (Income-Related Monthly Adjustment Amount)?IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
By Donna LeValley
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Avoid These World Cup Ticket ScamsWorld Cup ticket prices may be falling, but scammers are still cashing in. Here’s how to spot fake listings and protect yourself before kickoff.
By Sean Jackson
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Should You Take Your Pension as a Lump Sum?The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Is Your 401(k) Rollover Truly Protected in an IRA?Quiz Take our 10-question quiz see if your hard-earned nest egg is truly protected from hidden liabilities, or if you are exposed to unexpected risks.
By Donna LeValley
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What the K-Shaped Economy Really MeansThe Letter As the financial fortunes of the wealthy diverge from everyone else, some businesses are poised to thrive, while others struggle with weakening sales.
By Jim Patterson
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When Spouses Clash on Retirement Age: Longevity Risk vs FOMOHow can a couple get retirement timing "right" when one spouse comes from a long-lived family and the other doesn't?
By Maurie Backman
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The Pros Outweigh the Cons of Investing in a 529This tax-advantage savings account is perfect for students.
By Lisa Gerstner
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Retirement Is Coming: Conquer It, 'Game of Thrones' StyleHopefully, life after work won't be a battle, but you'll need to be able to defend your position if old foes like inflation and volatile markets rise up against you.
By Michael B. Schwartz
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Why Does a Product Get Pricier Even When It Isn't in Demand?Several factors besides demand push up the prices of products you love. Understanding what's going on behind the scenes can help you decide what to buy and when.
By David Abraham
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3 Ways to Plan for the Soaring Cost of Long-Term CareIt's never too early to discuss how to pay for long-term care — and as May is Older Americans Month, let's do it now, so you can rest easy in your golden years.
By Tony Drake, CFP®, Investment Advisor Representative
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What Is a Mutual Fund and Why Should I Invest in One?Beginner investors might wonder "what is a mutual fund?" Here, we answer that question and look at the pros and cons of investing in one.
By Kyle Woodley
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How an All-Asset Retirement Plan Reduces Investment RisksYou combine your housing wealth and lifetime annuities to help ensure that an average of three-quarters of your retirement income is not subject to market risk.
By Jerry Golden, Investment Adviser Representative
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Don't Get Ripped Off by an Extended-Warranty Auto ContractRead the contract first (and have it reviewed by a mechanic). Some third-party providers are selling coverage that might not be all that it's claimed to be.
By H. Dennis Beaver, Esq.
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7 Foreign Countries Luring Americans to Work Abroad During the Pandemiccareers Work remotely – really remotely – in these appealing destinations offering special visas for American workers.
By Sean Lengell
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Medicare and Cruises: The 6-Hour RuleDon't let a medical emergency ruin your retirement. We explain why Medicare might not pay for cruise ship virus treatments and how to fill the coverage gap.
By Donna LeValley
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The Average Social Security Check in Every StateDo you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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The Average Social Security Check by AgeCompare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
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Social Security Payment Schedule for 2026Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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Here Are the Current Berkshire Hathaway Stock HoldingsBerkshire Hathaway's holdings are a diverse set of blue chips and lesser-known growth bets. Here, we look at the stocks included in the equity portfolio.
By Dan Burrows
