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With Irrevocable Trusts, It’s All About Who Has Control
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
By Rustin Diehl, JD, LLM Published
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W-4 Form: Extra Withholding, Exemptions, and Other Things Workers Need to Know
Tax forms Knowing how the IRS Form W-4 form works can help with new jobs, tax refunds, and avoiding estimated tax payments.
By Rocky Mengle Last updated
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What To Look for in Great Dividend Stocks
Dividend-paying stocks have lagged lately but are due for a comeback. Here's what to look for in great dividend stocks.
By Kim Clark Published
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How to Retire Early by 40: Build the FIRE Now
It's not easy, but you may be able to retire by 40 or 45 if you take these FIRE (Financial Independence, Retire Early) steps now.
By Jacob Schroeder Published
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If You’re Preparing to Move, Should You Buy or Rent?
Both prospects are expensive these days, but there are several questions you can ask yourself to help you decide what’s right for you.
By Justin Stivers, Esq. Published
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Find Your Monthly Payment With This Mortgage Calculator
With our mortgage calculator, you can easily determine your monthly mortgage payment.
By Erin Bendig Last updated
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What to Expect When Applying for a Mortgage Loan
real estate Ready to buy a home? First, you'll need to get approved for a mortgage loan.
By Erin Bendig Last updated
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10 Things To Know About Buying A Vacation Home
Ten things people should know about the implications of buying a second or vacation home.
By David Rodeck Last updated
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A Guide to Shopping at Outlet and Discount Department Stores
A look at what you can find shopping at outlet and discount department stores.
By Lisa Amand Last updated
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How to Help Your Kids Without Ruining Your Retirement
Here are some general considerations to ensure the gift of assets to your kids will not negatively affect your financial future.
By Mario Hernandez Published
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How Annuities Can Help You Retire Early and Delay Social Security
Waiting until 70 to claim Social Security benefits can pay off, so how do you bridge the gap between giving up your paycheck and filing for benefits?
By Ken Nuss Published
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How to Get Your Kids to Step Off the Gravy Train
A surprising number of young adults live with their parents. Setting some financial ground rules could get the kids out on their own faster.
By Neale Godfrey, Financial Literacy Expert Published
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Spring Is a Good Time to Clean Up Your Finances, Too
While you’re decluttering your home for spring, consider also taking a crack at cleaning up your finances and old paperwork.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Kiplinger's GDP Outlook: Economic Growth Slows to Normal
Economic Forecasts The economy’s quarterly growth rate will likely average 2% from now on.
By David Payne Last updated
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Kiplinger ESG 20: Our Favorite ESG Stocks and Funds for Investors
Investing for Income Doing good and making money are no contradiction with these ESG stock and fund picks that ride the trend of socially conscious investing.
By Nellie S. Huang Last updated
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Kiplinger 25 Model Portfolios
The Kiplinger 25 Reach your investment goals with these plans using the Kiplinger 25, our favorite no-load mutual funds.
By Nellie S. Huang Last updated
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The 25 Best No-Load Mutual Funds You Can Buy
mutual funds The key to building wealth long-term is buying high-quality, no-load mutual funds run by seasoned stock pickers. Here are our favorites.
By Nellie S. Huang Last updated
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How to Buy Treasury Bills
Rates on short-term bills are generous, with no risk. Here's a look at how Treasury bills work and how to buy them.
By Emma Patch Last updated
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State Tax Changes: What’s New for 2024
State Taxes As of Jan. 1, several state tax reforms have gone into effect that can impact your finances.
By Kelley R. Taylor Last updated
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Worst States for Investors With Long-Term Capital Gains
Capital Gains Tax The worst states for investors have high long-term capital gains tax rates that could eat a chunk of your earnings.
By Katelyn Washington Last updated
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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 Last updated
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Niche Retirement Communities Are Growing — Are They Right for You?
Niche retirement communities, where people come together over shared affinities, are becoming more abundant.
By Eileen Daspin Last updated
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What is FDIC, NCUA and SIPC Insurance — What Are the Limits?
FDIC, NCUA, and SIPC insurance provides important protection for your savings and investments but what are the limits? How much of your money is covered?
By Erin Bendig Last updated
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10 Things You Should Know About Bonds
Investing for Income Bonds can be more complex than stocks, but it's not hard to become a knowledgeable fixed-income investor.
By Anne Kates Smith Last updated
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A Quick Primer on Decentralized Finance
What is DeFi, and how can it help financial services?
By Zain Jaffer Published
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Is Your Retirement Solution Hiding in Plain Sight?
Here’s how to use your home equity in combination with an annuity contract to produce late-in-life income.
By Jerry Golden, Investment Adviser Representative Published
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How to Choose Your Trustee or Executor of Your Will
Above all, you should choose someone you trust, keeping in mind that acting as a trustee or executor can be a complex, thankless and sometimes long-term job.
By John M. Goralka Published
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Three Steps for Women to Take Control of Their Finances
These strategies are especially for women who are new to managing their money because of divorce or the death of a spouse.
By Emily Glassman Published
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How AI Can Help Take the Emotion Out of Investor Decisions
AI-driven recommendations can complement human judgment, leading to more rational choices that aren’t as influenced by biases and blind spots.
By Francis Geeseok Oh Published