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Protect Your Retirement From Extreme Weather Events
A rising tide of storms, fires, and heat is impacting retirees. Here's what you can do about it.
By MP Dunleavey Published
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Fall Is Tax Time? Yes! Act Now to Make Needed Adjustments
Review your withholdings, contribute to tax-saving HSA and FSA accounts, manage a bonus' impact and adjust for major life events such as weddings and job changes.
By Cynthia Pruemm, Investment Adviser Representative Published
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Board Service in Retirement: The Best Time to Join a Board Is Before You Retire
Many senior executives wait until retirement to take a seat on a corporate board. But making this career move early is a win-win for you and your current organization.
By Anne deBruin Sample, CEO Published
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What Is the Par Value of Bonds?
Understanding par value will help you determine the value of a bond.
By Donna LeValley Last updated
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Five Great Places to Live in Wyoming
Whether you prefer the buzzy affluence of Jackson Hole, rodeo towns or mountain towns, Wyoming should be on any nature lover’s list.
By Drew Limsky Last updated
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10 Cheapest Small Towns to Live In
The cheapest small towns might not be for everyone, but their charms can make them the best places to live for plenty of folks.
By Dan Burrows 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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We bought a vacation home for retirement, but we never use it. Should we sell, or rent it out and wait for mortgage rates to come down?
We ask financial planning experts for advice.
By Maurie Backman Published
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A Financial Professional's Take on Long-Term Care Insurance: Buy or Not?
Unless you have about $6,000 burning a hole in your pocket every month, you should make a plan in case you need long-term care. Luckily, you have options.
By Randy Swartwood Published
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How to Unearth Sustainable Investment in Mining: A Financial Professional's Guide
Mining is likely to play a critical role in the global transition to more environmentally friendly energy resources. Here's how you can balance the opportunities and the risks.
By Tarek Soliman, CFA Published
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Baby Boomers vs. Gen X: How They Approach Retirement Differently
One generation is nearing retirement, while another is already there. The way they're navigating this important life transition couldn't be more distinct.
By Donna Fuscaldo Last updated
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12 Things You Need to Know About Medicare
Medicare There's Medicare Part A, Part B, Part D, Medigap plans, Medicare Advantage plans and so on. We sort out the confusion about signing up for Medicare — and much more.
By Catherine Siskos Last updated
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The 15 Most Expensive Housing Markets in the US: Real Estate with the Highest Average Home Prices
real estate The most expensive housing markets in the U.S. have an average home price almost three times the national average.
By Dan Burrows Last updated
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When Will I Receive My 2025 Social Security Checks?
Find out when you can expect your 2025 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley Last updated
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The 5 Best Actively Managed Fidelity Funds to Buy and Hold
mutual funds Sometimes it's best to leave the driving to the pros – and these actively managed Fidelity funds do just that, at low costs to boot.
By Kyle Woodley Last updated
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Stock Picks That Billionaires Love
stocks to buy Billionaire investors are scooping up beaten-down blue chips when they're on sale.
By Dan Burrows Last updated
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Four Real Stories of Families Who Faced Down Natural Disasters
Four families whose homes were damaged or destroyed share their stories.
By Kimberly Lankford Last updated
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Suze Orman's Number One Retirement Mistake
Interview Find out what Suze Orman thinks costs people thousands of dollars in retirement.
By Donna Fuscaldo Last updated
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10 Things You Need To Know About Hurricane Insurance Claims
Becoming a Homeowner Hurricane damage? Know what your insurance will and won't cover to make the most of your policy if you need to file a claim.
By Rachael Green Last updated
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How to Find the Best Jumbo CD Rates
The best jumbo CD rates can yield returns of up to 4.45%. See our top choices.
By Sean Jackson Last updated
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Best No-Penalty CD Rates: Lock in Rates Over 4%
If you're searching for the best no-penalty CD rates, these top finds earn you returns as high as 4.34%.
By Sean Jackson Last updated
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Six Changes Coming to Social Security in 2026
Big changes are coming to Social Security in the year ahead, impacting everything from the size of your benefit check to your full retirement age. Here's what you need to know.
By Donna LeValley Published
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Don't Be a Sucker: The Truth About Guarantor and Cosigner Agreements
There are significant financial and relationship risks involved if you agree to be a cosigner or guarantor. Make sure you perform your due diligence, and know exactly what you're getting into, before agreeing to such a commitment.
By H. Dennis Beaver, Esq. Published
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The Hidden Risk Lurking in Most Retirement Plans: Human Behavior
What's one of the differences between a good financial adviser and a great one? The ability to use behavioral coaching to guide clients away from emotional decision-making and toward retirement success.
By Sean Walters, CAE® Published
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Addressing Your Clients' Emotional Side: Communication Techniques for Financial Advisers
Rather than focusing only on financial plans, you can better serve your clients — and grow your business — by learning what to say and do when a client gets anxious or emotional.
By Ben Sullivan, CFA®, CFP® Published
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Eight Ways Trump Could Impact Your 401(k), Nest Egg and Retirement Readiness
From investment returns to Social Security and 401(k) investments, Trump could change your retirement in ways you may not expect.
By Adam Shell Last updated
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Why You May Not Want to Move Near the Grandkids in Retirement
Are you retiring and thinking of moving to be near the younger generations? Before you pack up your bags, you may want to think again. Are you retiring and thinking of moving to be near the younger generations? Before you pack up your bags, you may want to think again.
By Donna Fuscaldo Last updated
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How to Invest in Stocks as a Beginner: A Guide for 2025
Learning about the market and how to invest can be overwhelming for newcomers. Here's how to invest in stocks as a beginner.
By Charles Lewis Sizemore, CFA Last updated
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Colorado Tax Guide 2025
State Tax Explore Colorado's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Colorado compares nationwide.
By Kelley R. Taylor Last updated