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Qualified Dividends vs Ordinary Dividends: What to Know
dividend stocks What are qualified dividends vs ordinary dividends? Here, we examine which is which, how each one is taxed and what it means for investors.
By Charles Lewis Sizemore, CFA Last updated
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The Easiest Asset Allocation Rule
The easiest asset allocation rule is a quick calculation that helps determine how much of your portfolio is in stocks or in bonds. Here's how it works.
By Coryanne Hicks Last updated
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How to Roll Over a 401(k) in Five Steps
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
By Coryanne Hicks Last updated
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Convert a 401(k) into a Roth 401(k): An Ideal Move for High Earners
Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli Last updated
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You'll Probably Need Long-Term Care at Some Point. Here's How to Pay for It
Most people will need long-term care, but insurance is pricey. Here’s a guide to covering the expenses.
By Elaine Silvestrini Last updated
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6 Steps to Protect Your Retirement Savings
Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long as you do.
By Diane Harris Published
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You're High-Net-Worth: Should Your Retirement Savings Be in a Swiss Bank?
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should.
By Adam Shell Published
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Should You Replace Your Financial Adviser with AI?
Sponsored by Savant Wealth Management
Financial Help Many people already ask AI for financial advice. But is it good enough to replace a human financial adviser?
By Becca van Sambeck Published
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The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions.
By H. Dennis Beaver, Esq. Published
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Adapting to AI's Evolving Landscape: A Survival Guide for Businesses
Like it or not, AI is here to stay, and opting out could be disastrous for your organization. Instead, focus on what you can control and be flexible, as AI is still evolving.
By Chris Yoko Published
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FSA or HSA-Eligible Amazon Prime Deals You Can Shop Now
Double down on savings by taking advantage of these FSA or HSA-eligible early Prime deals. Save on the smart rings, air purifiers, baby gear and more.
By Rachael Green Last updated
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S&P 500 ETFs: 7 Ways to Play the Index
ETFs Trillions of dollars are benchmarked to the ubiquitous S&P 500. These S&P 500 ETFs let you play the index directly or with a twist.
By Jeff Reeves Last updated
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Five Things to Consider Now If You Want to Retire in 2026
Sponsored by Savant Wealth Management
To retire with confidence in the year ahead, tackle these essential tasks right now.
By Donna LeValley Published
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21 Things You Can't Return to Amazon
Did you know there are things you can't return to Amazon? Before adding these 21 items to your cart, be sure to read Amazon's return policy first.
By Kathryn Pomroy Last updated
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What the Government Shutdown Means to Retirees
Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.
By Donna Fuscaldo Published
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Amazon Outlet: The Secret to Finding Overstock Deals Online
Amazon Prime At Amazon Outlet, shoppers can get up to 70% off housewares, tech, automotive, jewelry, shoes and more.
By Kathryn Pomroy Last updated
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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 Published
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Savvy Savings Moves to Make Now – Or You Could Lose Thousands
Despite a rate cut and inflation, these moves can still help you reach your savings goals quickly.
By Sean Jackson Published
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IRS Income Tax Refund Schedule 2025: When Will Your Refund Arrive?
Tax Refunds Where is your IRS tax refund? Well, it may be arriving sooner than you think.
By Kate Schubel Last updated
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All 30 Dow Jones Stocks Ranked: Buy, Sell or Hold?
blue chip stocks Microsoft, Amazon.com and Walmart are Wall Street's top Dow Jones stocks to buy now. Some other names might surprise you.
By Dan Burrows Last updated
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If You'd Put $1,000 Into Walmart Stock 20 Years Ago, Here's What You'd Have Today
Walmart Walmart stock has beaten the broader market by a slim margin over the past couple of decades.
By Dan Burrows Last updated
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These Stocks Dipped in 2025. Do They Have Value?
If you are looking to add new long-term positions to your portfolio, as you should, this is the time to examine stocks that the market shuns.
By James K. Glassman Published
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Striking Gold (or Gas): A Financial Pro Unpacks the Nuances of Energy Investing
Investing in the energy industry, particularly oil and gas, involves understanding the facts about how projects generate returns through cash flow and long-term asset building, while also being aware of the risks.
By Jay R. Young Published
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Escaping the New Golden Handcuffs: A Financial Expert Has a Plan for Today's Executives
Feeling stuck in your job? It could be your complicated compensation package, but it also could be where you live, your family or even how you view yourself.
By Zachary Ashburn, CFP®, EA, AFC® Published
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A Comfortable Retirement is About More Than Money
Sponsored by Physicians Mutual
When it comes to a happy retirement, money can’t buy these things.
By Donna Fuscaldo Published
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Stock Market Winners and Losers of the 'Big, Beautiful' Bill
Defense, manufacturing and tech should prosper, while health care and green energy stocks face hurdles.
By Adam Shell Published
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I'm 68 and health issues forced me to retire. Should I claim Social Security or use my savings until I'm 70?
We asked financial planning experts for advice.
By Maurie Backman Published
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I'm a Financial Planner: Here's How to Invest Like the Wealthy, Even if You Don't Have Millions
Private market investments, once exclusive to the ultra-wealthy and institutions, have become more accessible to individual investors, thanks to regulatory changes and new investment structures.
By Erin Wood, CFP®, CRPC®, FBS® Published
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Four Ways a Massive Emergency Fund Can Hurt You More Than It Helps
Saving too much could mean you're missing opportunities to put your money to work. Redirect some of that money toward paying off debt, building retirement funds, fulfilling a dream or investing in higher-growth options.
By Anthony Martin Published