Features
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Got Cash for the Holidays? Here's How to Invest It
You can use your holiday cash from bonuses or gifts to invest. Here's how.
By Will Ashworth
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The Best Vanguard ETFs to Buy
The best Vanguard ETFs all feature rock-bottom fees, large asset bases and long trading histories. Here are a few of our favorites.
By Jeff Reeves
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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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Premium Rewards Cards: More Perks, Higher Fees
Some issuers are hiking the annual fee on their flagship luxury credit cards by hundreds of dollars. Are they still worth using?
By Sean Jackson
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3 Trips to Escape the Winter Doldrums, Including An Epic Cruise
Three winter vacation ideas to suit different types of travelers.
By Marcia DeSanctis
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The Retirement Income Trinity: Cash Flow, Longevity and Tax
Retirement income planning is essential for your peace of mind — it can help you maintain your lifestyle and ease your worries that you'll run out of money.
By John McKean, CFP®
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Why Delaying an Insurance Claim Could Cost You
The longer you wait to file an insurance claim, the bigger the problem could get — and the more leverage you're giving your insurer to deny it.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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Is a Cash Balance Plan Your Key to a Wealthy Retirement?
Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings and slash taxes. Should you opt in?
By Megan Clark, Investment Adviser Representative
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Changes Are Coming for This Invesco Bond Fund
The Invesco BulletShares 2026 Corporate Bond ETF's bonds will mature in 2026. Here's what investors should do.
By Nellie S. Huang
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What Science Reveals About Money and a Happy Retirement
Whether you’re still planning or already retired, these research-based insights point the way to your best post-work life.
By Diane Harris
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7 Retirement Planning Trends: What They Mean for You in 2026
From government shutdowns to market swings, the past 12 months have been nothing if not eventful. The key trends can help you improve your own financial plan.
By Mike Dullaghan, AIF®
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What Defines Wealth? A Christmas Tale of Legacy vs Possession
The tale of Good King Wenceslas shows that true wealth is built through generosity, relationships and the courage to act kindly no matter what.
By Richard P. Himmer, PhD
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5 Moves to Ensure the Markets Work Hard for You in 2026
After a strong 2025 in the stock market, be strategic by rebalancing, re-investing with a clear purpose and keeping a disciplined focus on your long-term goals.
By Jimmy Lee, IAR
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Nine Things You'll Spend Less on in Retirement
retirement There are at least nine categories that you will spend less on in retirement years.
By Bob Niedt
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Best High-Yield Savings Accounts - Earn 4.35%
Our high-yield savings options provide rates up to 4.35%, helping you beat inflation and grow savings faster.
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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Money Market Account Basics
savings Money market accounts give you rates of return rivaling high-yield savings accounts, with more flexibility to access your cash.
By Donna LeValley
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How to Leave Different Amounts to Adult Children Without Causing a Rift
Here’s how to leave different amounts to adult children without causing a family rift.
By Julie Halpert
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15 Reasons You'll Regret an RV in Retirement
Making Your Money Last Here's why you might regret an RV in retirement. RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel, or other recreational vehicle.
By Bob Niedt
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5 Types of Gifts the IRS Won’t Tax: Even If They’re Big
Gift Tax Several categories of gifts don’t count toward annual gift tax limits. Here's what you need to know.
By Kelley R. Taylor
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Roth 401(k) Changes: What You Should Know for 2025 and 2026
Retirement Savings Key changes to Roth 401(k) account rules may affect your tax planning and retirement savings.
By Kelley R. Taylor
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My Retirement Learning Curve, 1 Year In
A retiree checks in with what they wish they knew early on and what they've changed about their plan one year in.
By Sandra Block
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Introducing Your CD's Edgier Cousin: The Market-Linked CD
Traditional CDs are a safe option for savers, but they don't always beat inflation. Should you try their counterparts, market-linked CDs, for better returns?
By William Skillender
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7 of Warren Buffett's Biggest Misses
The Oracle of Omaha's investing wins are well known up and down Wall Street, but no one bats a thousand. Here are some of Warren Buffett's biggest misses.
By Kyle Woodley
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What Is a Safe Harbor 401(k)?
Part of the Small Business Job Protection Act, this type of 401(k) makes it easier for small businesses to offer retirement plans to their employees.
By Kathryn Pomroy
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5 of Warren Buffett's Best Investments
The Oracle of Omaha generated plenty of wins throughout his illustrious career as an investor. Here are five of Warren Buffett's best investments.
By Kyle Woodley
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Dating Again? Nine Rules for Older Singles
Don't be afraid of dating when you're older. But do be careful. We have some dos and don'ts for senior daters.
By Katherine Reynolds Lewis
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Is Unemployment Taxable? A State-by-State Guide
State Tax The federal government taxes unemployment benefits. But is unemployment taxable in your state?
By Katelyn Washington
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The SEC Is Concerned for Older Investors and Retirement Savers. Here's What You Should Know
The SEC focusing on older investors, retirement and college savers, and private securities. Here's how those changes impact you.
By Charles Lewis Sizemore, CFA
