Features
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Retirement Mistakes My Boomer Parents Made That I'll Avoid
We inherit many traits from our parents, but these retirement mistakes don’t have to be among them. Gen Xers and Millennials can thrive in retirement.
By Jacob Schroeder
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Market Jitters? Tune out the News and Tune in to Your Strategy
The market's long-term performance is primarily driven by corporate earnings and economic growth. So when global tension rises, sticking to your strategy is key.
By Steven Conners
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Tax Season Is Almost Over, But Tax Planning Should Carry On
Don't stop thinking about taxes after April. Year-round planning, especially in retirement, will help prevent nasty surprises when tax season rolls around again.
By Tim Dahlberg, CEP®
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Energy Investing Is a Long Haul: Is Your Estate Plan Ready?
Oil and gas investments can play a lasting role in a diversified portfolio, but be sure to consider how they fit into your broader strategy and estate plan.
By Jay R. Young
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How to Save on Groceries, According to an Expert
Smart-shopping expert Trae Bodge shares tips on saving at the grocery store.
By Kerri Anne Renzulli
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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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Should You Get Home or Car Insurance Through Costco?
Costco car and home insurance policies offer many perks for Costco members, including discounts and extra coverage options for more protection.
By Paige Cerulli
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7 Gas-Saving Tips That Actually Work to Save Money at the Pump
These are gas-saving tips that will actually work for you and your car this year.
By David Muhlbaum
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2026 Tax Brackets and Federal Income Tax Rates: What New IRS Thresholds Mean for Your Tax Bill
Income Tax Knowing your federal tax bracket is essential, as it determines your marginal income tax rate for the year.
By Kelley R. Taylor
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Quiz: Could You Age in Place Today? Test Your Readiness
Your home, your life, your rules. Master the basics of aging in place and take control of your future with our 10-question home safety knowledge check.
By Donna LeValley
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IRS Income Tax Refund Schedule: When Will Your Refund Arrive?
Tax Refunds Here's how to check your IRS tax refund status and when you can expect your federal refund.
By Kate Schubel
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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States With No Income Tax in 2026: Ranked by Real Cost of Living
State Tax When deciding where to live, income tax savings are just part of the equation. Housing, everyday expenses, and other levies determine your true cost.
By Kelley R. Taylor
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Why This Go-Anywhere JPMorgan Bond ETF Is Thriving
A flexible mandate and solid bond-picking have helped the JPMorgan Income ETF deliver above-average returns with low volatility.
By Nellie S. Huang
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Gen Z Is Changing Retirement Saving. Here's What Millennials Can Learn
Rising costs and shifting priorities are changing how younger workers save. Here's what it means for your long-term plan.
By Choncé Maddox
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We're 59 With $5.3 Million. Can We Frontload Our Spending?
We are retired and want to spend $250,000 a year, but once Medicare and Social Security start, we'll need less. Are we nuts?
By Maurie Backman
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If You're Holding These Stocks, You're Also Holding Private Assets
Shareholders of some of the most widely owned stocks are investing indirectly in private equity and debt.
By Anne Kates Smith
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Are You Really on the Right Financial Track? How to Find Out
If you're asking, 'Am I really on the right financial track?', it's time for a deep-dive review of your finances to ensure all the pieces are working together.
By Pam Krueger
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How to Ensure Your Kids Never Hear, 'We Might Lose the House'
Instead of seeing retirement planning as a game of optimizing returns, try to view it as building a plan that keeps your family steady when life punches first.
By Joe Harl
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Oregon Could Be the Retirement Haven You Don't Know About
Looking for a great retirement destination? Oregon has no sales tax, no state tax on your Social Security, highly rated health care and a temperate climate.
By Dr. Kim Hall, CFP®
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457 Plan Contribution Limits for 2026
There are higher 457 plan contribution limits in 2026. That's good news for state and local government employees.
By Kathryn Pomroy
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How to Lower Your Tax Bill Next Year
Knowing how to lower your tax bill (pay less taxes) requires some strategizing. Here are a few tax tips to help make it happen.
By Katelyn Washington
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10 Can't-Miss Tax Breaks for Homeowners and Homebuyers
Homeownership These real estate tax breaks can help homeowners get some money back.
By Gabriella Cruz-Martínez
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403(b) Contribution Limits for 2026: Good News for Teachers
403(b) contribution limits for 2026 increased by $1,000 from 2025. That's good news for teachers and other nonprofit workers.
By Jackie Stewart
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The 9 Key Milestone Ages In Retirement
These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
By Donna LeValley
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March CPI Report: Iran War Is Expected to Boost Inflation
The March CPI report will be released Friday morning. Here's what economists expect the inflation data to show as energy costs spike.
By Karee Venema
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War in the Middle East Spells Higher Inflation for Consumers
The Letter The economy can probably withstand the jump in fuel costs, but prices figure to rise faster, straining many budgets.
By Matthew Housiaux
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The Best Vanguard Bond Funds to Buy
Investors seeking the best Vanguard bond funds can pick between mutual funds and ETFs spanning maturities, credit qualities, tax treatment and geographies.
By Tony Dong, MSc
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These 6 'Spring Surprises' Are Costing Our Retirement a Fortune
Spring is here, but so are the bills. From HVAC tune-ups to surging travel costs, here are 6 hidden expenses retirees must plan for in 2026.
By Donna Fuscaldo
