Latest
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We Check on Our Favorite Bond Funds Amid Tariff Volatility
Bond volatility has ramped up amid debt and inflation worries. Most of our top bond ETFs are outperforming, while one laggard presents a unique opportunity.
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Are You a Doormat at Work? The Hidden Cost of Excessive People-Pleasing
I talked to the author of the upcoming book 'Fawning,' and she explains how the 'fawn' response can lead to blurred boundaries, difficulty asserting needs and a loss of self, with serious emotional consequences like anxiety and PTSD.
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A Guide to Personalizing Your Retirement Plan for Maximum Impact
This strategy challenges conventional retirement rules of thumb by combining traditional savings, home equity and annuities to provide higher income and liquid savings and help cover long-term care costs.
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How Advisers Can Rev Up Sales With Medicare
Help boost your revenue stream by integrating Medicare solutions into your financial practice for long-term client value and profits.
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5 Surprising Costco Perks You Can Access Without a Membership
Smart Buying Think you need a membership to benefit from Costco's deals? Discover five services and products that non-members can access.
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Six of the Best Small-Cap ETFs to Buy Now
ETFs It's been a rough stretch for small-cap ETFs, but the clouds could soon be parting. Here are six we like.
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5 Steps to Take to Get Money Back from a Trip Gone Awry
Five steps to take if travels go awry and you need to get money back.
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I Live Next to a Costco Business Center. Here Are 5 Things You Won't Find at a Costco Wholesale
You don't need to own a business to shop at a Costco Business Center. Here are five reasons to visit the one near you.
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Seven Great Places to Retire in Florida
Retirement The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, and a relatively low cost of living. Here's a look at where to live.
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How to Apply for Social Security Online or In Person at Any Age
There are two ways to apply for Social Security retirement benefits. When you apply for benefits has no impact on how you file to claim your benefits.
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The Many Definitions of Modified Adjusted Gross Income (MAGI)
Income Tax The definition of modified adjusted gross income differs depending on what the calculation is used for.
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Taxable Income: What It Is and How to Calculate It
Income Tax Understanding taxable income can help reduce tax liability.
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5 Stocks to Buy for a Trump Presidency
The second Trump presidency is well underway, and these five stocks are set to benefit.
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6 Cybersecurity Stocks to Buy Now
tech stocks With global security spending continuing to rise, these cybersecurity stocks are worth a closer look.
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How to Tell Your Own Story
Your life told well could be the best gift you can leave.
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Take It From a Tax Attorney: This Is a Magic Multimillion-Dollar Tax-Saving Strategy
The qualified small business 1202 stock exemption is a $10 million exclusion that seems too good to be true and is often overlooked.
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What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions
Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes.
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Save $40 On A Costco Membership With This Deal
New members can save $40 on a one-year Exclusive Gold Star Costco membership thanks to a new deal from Stack Social.
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Costco vs. Sam's Club: Which Warehouse Club Is Best for Your Wallet?
Smart Buying When comparing Costco vs. Sam's Club, which comes out ahead? We checked how they stack up in several areas. Here's what we found.
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Costco Next: The Open Secret of Costco Shopping
Costco Costco Next is a specialty shopping zone on Costco's website that has highly curated products at discounted prices.
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22 Things You Shouldn’t Buy at Warehouse Clubs
Costco We talked to shopping experts to find out which products shoppers should steer clear of (and why) at warehouse clubs like Costco, Sam's Club and BJs.
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The Surprising Truth About Loneliness and Longevity
We've all heard about the epidemic of loneliness that can shorten lives and make retirement miserable. But there's more to the story.
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The Dollar Index Is Sliding. Is Your Portfolio Prepared?
The dollar's fall has been troubling because inflation appears to be constrained and the economy has been strong. Here's what it means for investors.
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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.
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Seven Financial Considerations When Downsizing for Retirement
With prices going up on everything, you may be looking for a cheaper place to live. To truly evaluate costs, take a hard look at taxes and intangibles.
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I Have Plenty of Money: Why Do I Need a Long-Term Care Plan?
Long-term care planning, whether through insurance or self-funding, is crucial not only for financial protection but also to preserve family relationships and reduce the emotional and logistical burdens on loved ones.
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The 10 'Real' Richest Counties in the US
Real Estate People living in the richest counties in America enjoy high incomes without the heavy cost pressures that usually come with them.
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How to Plan the Perfect Italian Dream Trip After 60
Proper preparation is everything for U.S. retirees when planning an Italy "trip of a lifetime."
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The GENIUS, CLARITY, and Anti-CBDC Acts: What Bitcoin Investors Need to Know
Movement on the crypto front at the federal level has the potential to usher in substantial change. Here's what it means for your portfolio.
