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The 10 Places Where Social Security Covers the Most (and Least) Of Your Expenses
On average, Social Security covers 30.11% of retirees’ spending. Fortunately, there are places where those dollars will stretch further and cover more of your spending.
By Donna LeValley Published
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Are Buffett and Berkshire About to Bail on Kraft Heinz Stock?
Warren Buffett and Berkshire Hathaway own a lot of Kraft Heinz stock, so what happens when they decide to sell KHC?
By Jeff Reeves Published
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Tennessee Tax Guide 2025
State Tax Explore Tennessee's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Tennessee compares nationwide.
By Katelyn Washington Last updated
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Social Security Garnishment: Understand the Rules and Safeguard Your Benefits
Do you know who can garnish your monthly Social Security benefit? Or take the funds from your bank account? Learn how to protect your benefits from creditors.
By Donna LeValley Last updated
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Avoid These Seven Common RMD Mistakes to Save on Your 2025 Retirement Taxes
Retirement RMD mistakes can lead to IRS tax penalties and in some cases, more taxable income than necessary.
By Kelley R. Taylor Last updated
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Ask the Editor — Tax Questions on Four New Tax Deductions
Ask the Editor In this week's Ask the Editor Q&A, we answer tax questions from readers on four new tax deductions in the "One Big Beautiful Bill."
By Joy Taylor Published
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The Rule of Retirement Inversion
The rule of retirement inversion says that to have a great retirement, you must ask yourself what would ruin a great retirement — and then plan to avoid it.
By Jacob Schroeder Published
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The Five Best Side Hustles for Retirees
More older people are working in retirement to boost income and stave off boredom. These gigs and hustles make the most sense for the golden years crowd.
By Brian O'Connell Published
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Sibling Bonds May Wax and Wane: Here's How To Safeguard Them
Sibling Bonds May Wax and Wane: Here's How To Safeguard Them
By Alina Tugend Published
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How Divorced Retirees Can Maximize Their Social Security Benefits: A Case Study
Susan discovered several years after she filed for Social Security that she is eligible to receive benefits based on her ex-spouse's earnings record. This case study explains how her new benefits are calculated and what her steps are to claim some of the money she missed.
By Martha Shedden, CRPC® Published
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From Piggy Banks to Portfolios: A Financial Planner's Guide to Talking to Your Kids About Money at Every Age
From toddlers to young adults, all kids can benefit from open conversations with their parents about spending and saving. Here's what to talk about — and when.
By Deana Healy, CFP® Published
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I'm an Investment Pro: Here's How Alternatives Could Inject Stability and Growth Into Your Portfolio
Alternative investments can often avoid the impact of volatility, counterbalancing the ups and downs of stocks and bonds during times of market stress.
By Alison Nest Published
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Retirement in the Age of Cyber Scams: How To Protect Your Next Chapter
Retirement is meant to be a time of relaxation and living life on your terms. But for many retirees, this dream is under threat from a growing epidemic — cyber scams.
By Kathryn Pomroy Published
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Want to Lease an EV? The Tax Credit 'Loophole' for That Is Going Away Soon
Tax Credits If you are deciding whether to lease or buy an electric vehicle, here is what you need to know about how the EV lease tax credit works now that it will be eliminated under Trump's new tax law.
By Kelley R. Taylor Last updated
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Humana to Cut Prior Authorizations for Medicare Advantage Plans by 2026
Humana, the second-largest provider of Medicare Advantage Plans, has pledged to streamline the often frustrating Prior Authorization process.
By Donna LeValley Published
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Five Ways Trump’s 2025 Tax Bill Could Boost Your Tax Refund (or Shrink It)
Tax Refunds The tax code is changing again, and if you’re filing for 2025, Trump’s ‘big beautiful’ bill could mean a bigger refund next year, a smaller one, or something in between. Here are five ways the new law could impact your bottom line.
By Kate Schubel Published
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Your 401(k) is Changing: Trump Moves to Open the Door to Private Assets, Cryptocurrency
Six months into President Trump’s second term, and 401(k) savers are getting ready to have more ways to diversify their retirement savings accounts.
By Donna Fuscaldo Published
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I Used AI to Read Privacy Policies I Signed. Here's What I Learned
A reporter uses AI to review privacy policies, in an effort to better protect herself from fraud and scams.
By Rachael Green Published
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I'm retired and want to save money, but my adult son wants to move back home after his divorce. What should I do?
We asked expert financial advisers for advice and perspective.
By Maurie Backman Published
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A Contrarian Approach Pays Off for This Small-Cap Fund
Small-cap stocks have been hit hard by tariff worries, but this T. Rowe Price fund has outperformed thanks to its manager's against-the-tide approach.
By Nellie S. Huang Published
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Is Your Money in the Wrong Place? Why More Savers Are Shifting Money Away From Big Banks
Traditional savings accounts aren’t cutting it — here’s where the money is going instead.
By Choncé Maddox Published
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What Vets Wish You Knew: Spot Heat Exhaustion in Your Pet Before It Costs Them — and You
Heat strokes aren't just for humans. The signs of heat exhaustion in pets can be harder to spot, but just as deadly.
By Rachael Green Published
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A Financial Planner's Guide to Unlocking the Power of a 529 Plan
529 plans are still the gold standard for saving for college, especially for affluent families, though they are most effective when combined with other financial tools for a comprehensive strategy.
By Christopher A. Cortese, CFP® Published
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An Investment Strategist Takes a Practical Look at Alternative Investments
Alternatives can play an important role in a portfolio by offering different exposures and goals, but investors should carefully consider their complexity, costs, taxes and liquidity. Here's an alts primer.
By Bradley Thompson, CFA® Published
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Ready to Retire? Your Five-Year Business Exit Strategy
If you're a business owner looking to sell and retire, it can take years to complete the process. Use this five-year timeline to prepare and stay on track.
By Evan T. Beach, CFP®, AWMA® Published
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Taxes on Gambling Winnings and Losses: Nine Tips to Remember
Tax Tips Whether it’s online sports betting, a casino win, or a horse bet, don’t forget the gambling taxes.
By Rocky Mengle Last updated
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The Best Stocks of the Century
As we near the 25-year mark, we looked at which stocks have returned the most. Here are the 10 best stocks of the century so far.
By David Milstead Published
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Barry Ritholtz: How to Spot Bad Investing Advice and Build a Resilient Portfolio
Barry Ritholtz, a veteran money manager, shares common investing errors we all make and how to avoid them.
By Anne Kates Smith Published
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Value vs Growth Investing Isn't as Simple as It Seems
The difference between growth and value stocks isn't black and white.
By Dan Burrows Published