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I Tried a New AI Tool to Answer One of the Hardest Retirement Questions We All Face
As a veteran financial journalist, I tried the free AI-powered platform, Waterlily. Here's how it provided fresh insights into my retirement plan — and might help you.
By Adam Shell Published
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A Broad Approach to Innovative Trends Helps This SPDR ETF Outperform
The SPDR S&P Kensho New Economies Composite's bets on transformational technologies have sparked volatility – and big gains – this year.
By Nellie S. Huang Published
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The Best Invesco ETFs to Buy
Invesco's expansive and diverse ETF lineup includes multiple notable candidates for serious investors. Here are the best Invesco ETFs to buy.
By Tony Dong, MSc Published
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Parents and Caregivers: Don't Miss Your Roth Conversion Window
Caring for a child or parent can mean a drop in income and a lower tax bracket. Why not take advantage by moving money into a Roth account? Here's how it works.
By Danielle Meister, IAR, CFF®, CDFA® Published
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Part-Time Retirement in Florida Could Negate Tax Breaks
Most folks know Florida is a tax-friendly state, but they might not know that part-time residents may not qualify, as our cautionary tale shows.
By Grant Conness Published
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About Catch-Up Contributions for Higher Earners in 457(b)s
Government 457(b) plans are about to get more complex as new Roth catch-up requirements come into force. Here's how to prepare for the changes.
By Tara Schulstad Sciscoe Published
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12 Best Freebies for Retirees
Making Your Money Last Retiree-friendly goods and services are available at no cost – if you know where to look.
By Bob Niedt Last updated
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12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.
By Donna LeValley Last updated
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Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
By Donna LeValley Last updated
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If You'd Put $1,000 Into Berkshire Hathaway Stock 20 Years Ago, Here's What You'd Have Today
Berkshire Hathaway is a long-time market beater, but the easy money in BRK.B has already been made.
By Dan Burrows Last updated
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What is the IRMAA (Income-Related Monthly Adjustment Amount)?
IRMAA is a surcharge added to your Medicare Part B and Medicare Part D prescription drug coverage premiums if your income is above a certain level. Here's what you need to know.
By Donna LeValley Last updated
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How to Find the Best Jumbo CD Rates Today
The best jumbo CD rates can yield returns of up to 4.35%. See our top choices.
By Sean Jackson Last updated
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I'm 62 and want to work a few more years, but AI makes me feel like a dinosaur. Can't I just do my job without technology complicating things?
We asked professional career coaches for advice.
By Maurie Backman Last updated
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Living Solely on Investment Income in Retirement: Just a Fantasy?
Relying only on investment income from your portfolio is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?
By Maurie Backman Last updated
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Why Commitment, Not Perfection, Drives Financial Success
Meeting your goals is more likely if you stick to your strategy despite market volatility and scary headlines. Consistency makes a difference.
By Trey Novara, CFP®, AWMA®, CTS™ Published
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Why Now Is the Time for Investors to Look Abroad
Extreme U.S. market concentration has made international equities not just a diversification play, but a timely opportunity.
By Dan McKellar, CFA® Published
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4 Ways to Make the Most of Benefits During Open Enrollment
Open enrollment is a chance to make sure you're getting every ounce of value from your workplace benefits and on track to reach your long-term financial goals.
By Craig Rubino Published
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Retirement Savings On Track? How Much You Should Have By 60 and 65
See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income.
By Donna Fuscaldo Last updated
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Retirement Savings on Track? How Much You Should Have by 55 and 60
See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income.
By Donna Fuscaldo Last updated
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Retirement Savings on Track? How Much You Should Have by 50 and 55
See how your retirement savings stack up compared to this Wall Street guide, ranked by age and income.
By Donna Fuscaldo Last updated
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The Best Mid-Cap ETFs to Buy
The best mid-cap ETFs to buy offer efficient and diversified exposure to a universe full of highly interesting companies.
By Tony Dong, MSc Published
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Are You Entitled? A Social Security Spousal Benefits Quiz
Quiz Test your knowledge of Social Security spousal benefits in our quick quiz.
By Donna LeValley Last updated
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13 Home Features That Add Value and Speed Up a Sale
home Thinking about selling your house? Here are 13 home features potential buyers crave right now.
By Ellen B. Kennedy 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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Turn Your Retirement Hobby into Income: The Pros and Cons
Earn extra cash from a retirement hobby or passion project. Here's what you need to know before making a commitment.
By Maurie Backman Last updated
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Tariffs, Inflation, Uncertainty, Oh My: How to Feel Less Stressed About Finances Now, Really
Tariffs, high prices and an uncertain economy getting you down? These steps can help.
By Janna Herron Published
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Four Luxury Spa Resorts for Well-Heeled Travelers
We hand-picked these U.S. luxury spa resorts for their serenity, amenities and dedication to the comfort of older travelers.
By Christy Bieber Last updated
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The Kiplinger 25: Our Favorite No-Load Mutual Funds
The Kiplinger 25 The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.
By Nellie S. Huang Last updated
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Three Veterans Charities to Support As Charitable Season Starts
If you're looking for a worthwhile cause to support for Veterans Day and beyond, consider these three highly rated charities that support veterans and their families.
By Emma Patch Published
