Features
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When Are Estimated Tax Payments Due in 2026?Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
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Gift Tax Exclusion 2026: How Much You Can Give Tax‑Free This YearGift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor
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Why Retirees With Pensions Need Roth ConversionsRetirees with pensions and large tax-deferred accounts often find themselves pushed into permanently higher tax brackets. Here's what you can do about that.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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States That Won't Tax Your DeathEstate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
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'What I Wish I’d Known at 45': Financial Advice from RetireesTurning 45? Retirees reveal the biggest investing, saving, and spending mistakes they made during their peak earning years—and how to fix them today.
By Donna Fuscaldo
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How Real Estate Investors Can Prep for Opportunity Zone 2.0The new IRS guidelines for Opportunity Zone 2.0 bring key rule changes and enhanced incentives for rural investments. Here is what investors need to know.
By Daniel Goodwin
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Does Your State Tax Retirement Income? Take Our QuizQuiz Figuring out retirement taxes can be hard, but it doesn't have to be. See if your state exempts retiree income.
By Kate Schubel
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What Happens With Taxes When You Inherit a HouseInheritance Tax When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands.
By Chrissy Paradis
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Is Your Home Truly Ready for the Next Power Crisis?Rising electricity costs and grid instability are changing the game. Discover why shifting to solar is less about ROI and more about building energy independence.
By Sean Jackson
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Post-Loss Finances: Urgent Steps vs What Can WaitWhen a spouse dies, wrapping up their financial affairs too quickly can make your own life more complicated. In fact, few decisions must be made right away.
By Eric W. Bond
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Pitfalls of Short-Term Tax Planning: Plan for the Long RunRushing to reduce your taxes in December can lead to paying more over the course of your lifetime. Here are some tips on how to plan properly.
By Nick Bare, CFP®
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5 Essential Steps Before Signing Private Student LoansMany families will be turning to private student loans to pay the fall tuition bill. Use this checklist to make sure you're getting exactly what you need.Srav
By Sravani Atluri
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Want to Keep a Secret Family Hidden in Your Will? Why It Gets Messy FastA millionaire wants to leave assets to a second family without his wife finding out. Estate experts reveal why post-mortem secrets rarely stay hidden.
By Donna Fuscaldo
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Stock Picks That Billionaires LoveBillionaire investors are scooping up tech stocks, whether they're on sale or riding the AI wave.
By Dan Burrows
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5 Dolly Parton Quotes Retirees Should Live ByDolly knew that life wasn't just about the "9 to 5." Discover the legendary singer’s inspiring tips for finding joy and purpose in retirement.
By Donna Fuscaldo
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Should Sell Your Second Car in Retirement?Shedding an extra vehicle is easier than you think — and it could save you thousands.
By Maurie Backman
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Will a Divorce Paperwork Error Cost Your Nest Egg? Take Our QuizQuiz A divorce decree ends the marriage, but a QDRO moves the money. Test your retirement plan division readiness with our quick 10-question quiz.
By Donna LeValley
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SaaSmageddon Survivors: 5 Top Software Stocks to BuyThese five software stocks turned the "AI kills SaaS" panic into their biggest tailwinds — and Wall Street thinks there's more growth ahead.
By Luke Lango
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This Single Retirement Mistake Could Drain Your Savings, Warns Farnoosh TorabiFinancial expert Farnoosh Torabi breaks down the costly retirement mistake most retirees ignore and how to fix it before it hurts your savings.
By Donna Fuscaldo
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How to Build a Financial Plan Beyond Your Retirement AccountA financial plan is designed to adapt to life changes, not market changes, helping with how assets are distributed and how withdrawals can reduce taxes.
By John Jones, CFP®, ChFC®, EA, BCP®
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The Best Precious Metals ETFs to Buy for Portfolio ProtectionPrecious metals ETFs provide a hedge against monetary debasement and exposure to industrial-related tailwinds from emerging markets.
By Tony Dong, MSc, CETF
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How Family Foundations Can Drive Lasting ChangePrivate foundations donate billions to charity. But to help communities stand on their own, philanthropists should act more like venture investors.
By Gayle Jennings-O'Byrne
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What the Pandemic Taught Us About Kids and COVIDDr. Stanley Calderwood notes that politics often overshadowed the scientific reality that children are far less vulnerable to the virus than adults.
By H. Dennis Beaver, Esq.
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23 Countries the US Says You Shouldn't Travel To Right NowPlanning a trip abroad? The U.S. has issued "Do Not Travel" advisories for 23 countries in 2026. Check the list before you book.
By Laura Gariepy
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11 Riskiest Places to Give Your Social Security NumberIdentity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
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Two Ways To Stop and Restart Social Security: Ditch the RegretGet a Social Security do-over. Learn how to stop and restart Social Security.
By Jacob Wolinsky
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Delaying Retirement Just 6 Months Can Yield an Extra $50,000. Here’s How.Working just six extra months can boost your retirement savings by tens of thousands of dollars. Here is the math behind delaying retirement.
By Donna Fuscaldo
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33 Stocks That Could Rally 33% or MoreAnalysts say these S&P 500 stocks have at least 33% price upside over the next year or so.
By Dan Burrows
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How to Choose a Beneficiary for Your Estate PlanChoosing a beneficiary for your IRA, insurance policy or similar assets is crucial for estate planning. Here are seven pitfalls to avoid and how to do it right.
By Adam Shell
