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Cash In on Your Medicare Advantage Flex Card Perks Before They Disappear
With the 2025 rapidly coming to a close, here's how Flex Cards work and a guide on the best items to stock up on before December 31.
By Donna LeValley Published
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What's Next for the Fed Under Trump's Threats?
The U.S. central bank was already contending with economic challenges. Now comes a political one.
By Anne Kates Smith Published
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5 Core Stocks Every Investor Should Own In 2026 and Beyond
Core stocks are solid, long-term investments that provide stable returns and steady growth within your portfolio. Here are five we like.
By Kyle Woodley Published
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How to Calm Your Retirement Nerves When It's Time to Spend
Transitioning from saving to spending in retirement can be tricky, but devising a strategic plan can help ensure a smooth and worry-free retirement.
By Sam Bass Published
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Why Wills and Trusts Aren't Enough in the Great Wealth Transfer
Families need to prepare heirs through communication and financial know-how, or all that money could end up causing confusion, conflict and costly mistakes.
By Leslie Gillin Bohner Published
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What Advisers' Clients Need to Know About Private Markets
With product innovation 'democratizing' private market access for everyday investors, advisers must step up their game to educate clients on the pros and cons.
By Sean Walters, CAE® Published
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9 Medicare Changes Coming in 2026
Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception.
By Donna LeValley Last updated
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley Last updated
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The Cheapest Places To Retire in the US
When you're trying to balance a fixed income with an enjoyable retirement, cost of living is a crucial factor to consider. Is your state the best?
By Stacy Rapacon Last updated
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HSAs and Medicare: The Eligibility Quiz
Quiz Test your basic knowledge of HSA accounts and Medicare in our quick quiz.
By Donna LeValley Published
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The Average 401(k) Balance by Age and Generation
How did your 401(k) balance rank vs savers your age and generation in the second quarter? Learn the keys to building a 7-figure retirement balance.
By Adam Shell Last updated
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The Homebuilder ETFs to Buy
The best homebuilder ETFs give investors efficient exposure to growth-oriented real estate assets.
By Tony Dong, MSc Published
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High-Yield Savings Accounts vs No-Penalty CDs: Which is the Best Fit for You?
Discover which option can help you reach your savings goals quickly.
By Sean Jackson Published
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I'm 58, divorced, and dating again, but women just seem to care about the size of my bank account.
Does size matter? We ask experts in dating, financial planning and law for advice.
By Maurie Backman Published
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7 Practical Steps to Kick Off Your 2026 Financial Planning
It's time to stop chasing net worth and start chasing real worth. Here's how to craft a plan that supports your well-being today and in the future.
By Scott H. Levin, J.D., LL.M., MBA, CFP®, ChFC®, CAP®, MCEP® Published
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How Strategic Retirement Withdrawals Make a Huge Difference
A major reason not to set your retirement plan on autopilot: sequence of returns risk. Here's how to help ensure a bad market won't sink your golden years.
By Mike Palmer, CFP Published
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Retirees, Protect Your Savings With Umbrella Insurance
retirement You may not realize you don’t have enough liability coverage until something catastrophic happens.
By Rachael Green Last updated
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Is a White Elephant Gift Exchange Right for Your Group?
Feature Discover the fun, quirks and festive alternatives to white elephant exchanges — and make your holiday gathering unforgettable.
By Jacob Wolinsky Last updated
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Are You Saving Too Much for Retirement? Know These Surprising Downsides
Your money may be better served outside of a retirement account.
By Donna Fuscaldo Published
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The Best High-Yield Savings Accounts of November 2025
Our high-yield savings account picks earn you rates as high as 4.35%, helping you outpace inflation and grow your savings quicker.
By Sean Jackson Last updated
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Best Dividend Kings for Decades of Dividend Growth
dividend stocks Dividend Kings are the crème de la crème of dividend growers and should be top of mind for any investor who puts income stability above all else.
By Jeff Reeves Last updated
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The 5% Diversification Rule: Your Secret Weapon for Smarter Investing
When it comes to investing, sometimes less is more. Following the 5% Diversification Rule helps you keep a more balanced portfolio.
By Coryanne Hicks Published
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How to Redefine Retirement on Your Own Terms
Sponsored by Guardian
By Marianne Caswell, President of Park Avenue Securities Published
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An HSA Sounds Great for Taxes: Here’s Why It Might Not Be Right for You
Health Savings Even with the promise of ‘triple tax benefits,’ a health savings account might not be the best health plan option for everyone.
By Kelley R. Taylor Published
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IRS Direct File: What You Need to Know for 2025
Tax Filing The Trump administration has ended this free IRS tax filing program. Find out what's happening and what it means for you.
By Kate Schubel Last updated
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Oklahoma Tax Guide 2025
State Tax Explore Oklahoma's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Oklahoma compares nationwide.
By Katelyn Washington Last updated
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The 'Pay Yourself' Rule of Retirement Spending
Get peace of mind in retirement with the 'Pay Yourself' rule.
By Donna Fuscaldo Published
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Fish and Chips? More Like Fish and a Side of Customer Anger
You expect chips — French fries, actually — to come with your order of fish and chips? Think again. This restaurant could be violating the truth-in-menu laws.
By H. Dennis Beaver, Esq. Published
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What the 2026 Tax Landscape Means for Financial Advisers
The OBBB's impacts on 2026 are taking shape, amplifying the need for financial advisers' expertise in transforming stability into strategy for their clients.
By Dave Alison, CFP®, EA, BPC Published
