Features
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Think You Know How to Be Happy in Retirement? These 9 Stats May Surprise You
When it comes to your retirement happiness, don't believe everything you hear. We've turned to solid research for the facts on finding your bliss in retirement.
By Jacob Schroeder
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If You're Retired or Soon to Be, Don't Miss These Tax Breaks
The OBBB offers some tax advantages that are particularly beneficial for retirees and near-retirees. But they're available for only a limited time.
By Alex Angst
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Waiting to Retire to Give to Charity? 3 Reasons to Do It Now
You could wait until retirement, but making charitable giving part of your financial plan now could be far more beneficial for you and the causes you support.
By Robert Gorman
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Are You Ghosting Your Finances? What to Do About Money Stress
Avoidance can make things worse. You can change your habits by starting small, talking with a family member or friend and being consistent and persistent.
By Tiffany Rosetti, BFA, CFP®
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15 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
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When Is the Next Fed Meeting?
A softer labor market should be supportive of another rate cut at the next Fed meeting.
By Dan Burrows
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If You'd Put $1,000 Into Amazon Stock 20 Years Ago, Here's What You'd Have Today
Amazon stock is lagging the broader market badly this year, but it's still been a buy-and-hold investor's best friend.
By Dan Burrows
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When Is Travel Insurance Worth It?
travel insurance Know when you need travel insurance and when you can skip it.
By Emma Patch
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New RMD Rules: Starting Age, Penalties, Roth 401(k)s, and More
RMDs The SECURE 2.0 Act makes major changes to the required minimum distribution rules.
By Rocky Mengle
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The Best High-Yield Savings Accounts of December 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
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Best No-Fee High-Yield Savings Rates
If you want to achieve short-term savings goals, these are the best options to consider. Best of all, they are fee-free.
By Sean Jackson
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Rhode Island Tax Guide 2025
State Tax Explore Rhode Island's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Rhode Island compares nationwide.
By Katelyn Washington
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Is Walmart Plus Worth It?
There are tons of exciting Walmart Plus benefits – but are they worth the $98 annual fee?
By Rachael Green
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The Wash Sale Rule: Six Things to Know to Avoid Tax Pitfalls
Investing The wash sale rule is important when you are selling and rebuying stocks to offset losses.
By Kelley R. Taylor
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Massachusetts Tax Guide 2025
State Tax Explore Massachusetts' 2025 state tax rates for income, sales, property, retirement, and more. Learn how Massachusetts compares nationwide.
By Kelley R. Taylor
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Why Your Bonus Check Is So Small: Understanding the Bonus Tax Rate
Income Tax Tax withholding rules mean a portion of your bonus won’t make it into your bank account.
By Kelley R. Taylor
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The Best REIT ETFs to Buy
ETFs REIT ETFs can generate above-average real estate-linked income in a brokerage account without the hassle of property management.
By Tony Dong, MSc
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Where to Move Your Money Before the Next Fed Meeting
Savings rates remain high for now. But with the Fed likely to cut rates at its December meeting, it's time for savers to lock in rates now.
By Donna LeValley
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Crypto Trends to Watch in 2026
Cryptocurrency is still less than 20 years old, but it remains a fast-moving (and also maturing) market. Here are the crypto trends to watch for in 2026.
By David Dittman
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3 Key Investing Moves to Make Before the End of the Year
As we approach the end of the calendar year, it's a good time for investors to think about taxes, diversification and investment limits.
By Jeff Reeves
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Are You Middle-Class? Here's The Most Tax-Friendly State For Your Family
Tax Tips We found the state with no income tax, low property tax bills, and exemptions on groceries and medicine.
By Kate Schubel
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Original Medicare vs Medicare Advantage Quiz: Which is Right for You?
Quiz Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.
By Donna LeValley
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Ask the Editor: Capital Gains and Tax Planning
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on capital gains tax rates and end-of-year tax planning
By Joy Taylor
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Time Is Running Out to Make the Best Tax Moves for 2025
Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.
By Jeremiah H. Barlow, MBA, JD, LLM (Tax)
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If You Do One Boring Task Before Year-End, Make It This One
Who wants to check insurance policies when there's fun to be had? Still, making sure everything is up to date (coverage and deductibles) can save you a ton.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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4 Smart Ways Retirees Can Give More to Charity
For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?
By John Aarhus, Investment Adviser Representative (IAR)
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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Morningstar’s 2026 Retirement Withdrawal Advice: Will It Work for Investors?
Morningstar’s 2026 guidance is out, recommending a lower withdrawal rate than the traditional 4%-a-year strategy. Researchers compared the two approaches to see how they stack up.
By Christy Bieber
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33 Stocks That Could Rally 33% or More
Analysts say these S&P 500 stocks have at least 33% price upside over the next year or so.
By Dan Burrows
