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15 Social Security Tasks You Can Do Online
retirement Why visit a government office to get your Social Security business done? You can do much of that online.
By Bob Niedt Last updated
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Where to Move Your Money Before the Next Fed Meeting
Savings rates remain high for now. But with the Fed likely to cut rates at its October meeting, it's time for savers to lock in rates now.
By Donna LeValley Last updated
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I Have $150,000 That I Don't Need Anytime Soon, But I Don't Want to Put it in the Market. What Should I Do?
My strategy offers a guaranteed return that can earn you thousands effortlessly.
By Sean Jackson Last updated
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Is Investing In Gold Worth It? How Gold Prices Have Changed
gold Gold can do well in times of trouble but its long-term record isn't so lustrous.
By Dan Burrows Last updated
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2026 Social Security COLA is 2.8%: What You Need to Know
The SSA has announced the 2026 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap, and the earnings requirements for Social Security credits.
By Donna LeValley Last updated
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If You'd Put $1,000 Into Microsoft Stock 20 Years Ago, Here's What You'd Have Today
Microsoft Microsoft has been an astounding buy-and-hold bet for truly long-term investors.
By Dan Burrows Last updated
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CMS Brings Back Furloughed Staff for Open Enrollment Lifeline
The government has recalled approximately 3,000 workers to assist with Medicare and ACA Marketplace Open Enrollment.
By Donna LeValley Published
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Trump’s 2025 Tax Bill: What’s Changing and How It Affects Your Taxes
Tax Law From standard deduction amounts to tax brackets and Medicaid cuts, here’s what individual filers need to know about tax changes in Trump's so called "big beautiful bill."
By Kelley R. Taylor Last updated
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Quiz: How Well Do You Understand the Social Security Earnings Test?
Quiz Test your basic knowledge of the Social Security earnings test in our quick quiz.
By Donna LeValley Published
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The 'Go Live Your Life' Rule of Retirement Spending
The 'guardrails approach' to retirement spending signals when you can spend more and when you need to rein it in, giving you greater flexibility in your post-work life.
By Donna Fuscaldo Published
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Targa Resources, Take-Two Interactive, Boston Scientific: Why Experts Rate These Stocks at Strong Buy
Wall Street is highly bullish on these three high-quality stocks.
By Dan Burrows Published
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Why Judge Judy Says Details Are Important in Contracts
A couple's disastrous experience with reclaimed wood flooring led to safety hazards and a lesson in the critical importance of detailed contracts.
By H. Dennis Beaver, Esq. Published
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Debunking Myths About Defined Outcome ETFs (Buffered ETFs)
Defined outcome ETFs offer a middle ground between traditional equity and fixed-income investments, helping provide downside protection and upside participation.
By Ben Sullivan, CFA®, CFP® Published
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Best Jobs for Retirees
retirement Want to earn extra cash in retirement? Here are 20 of the best jobs to keep your mind and body in shape.
By Kathryn Pomroy Last updated
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Worried About Market Volatility? These Are Five of the Safest Vanguard Funds to Own
recession The safest Vanguard funds can help prepare investors for market tumult but without high fees.
By Kyle Woodley Last updated
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The Best 3-Year CDs of 2025
Savings Our top 3-year CDs help you achieve your savings goals while outpacing inflation.
By Sean Jackson Last updated
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Best No-Penalty CD Rates: Lock in Rates Over 4%
If you're looking for the best no-penalty CD rates, our top picks offer yields as high as 4.34%.
By Sean Jackson Last updated
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Six Changes Coming to Social Security in 2026
Big changes are coming to Social Security in the year ahead, impacting everything from the size of your benefit check to your full retirement age. Here's what you need to know.
By Donna LeValley Last updated
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Best High-Yield ETFs to Buy Now
These high-yield ETFs screen for stocks paying outsize yields. Here's how to evaluate which ETF is best for your portfolio.
By Tony Dong, MSc Last updated
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Revocable vs Irrevocable Trusts: It Comes Down to Control vs Protection
Your choice to set up a revocable vs an irrevocable trust could have a big impact on your heirs.
By Christy Bieber Last updated
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Three Creative Ways to Lower Your Retirement Taxes
Tax Tips You can apply key minimalism concepts for potential tax savings. Here’s how.
By Kate Schubel Last updated
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A Lesson From the School of Rock About the Markets
It's hard to hold your nerve during a downturn, but next time the markets take a tumble, remember this quick rock 'n' roll tutorial and aim to stay invested.
By Jesse W. Hurst, CFP®, AIF® Published
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I retired at 65 with $7.8 million and feel like I over-saved. My 40-something son is on the same path. Should I tell him to reconsider?
We ask financial experts for advice.
By Maurie Backman Published
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Deciding on Senior Living? 10 Things You Should Know
Senior living options are no longer God's waiting room.
By David Rodeck Published
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How You Can Guide Your Heirs Through the Great Wealth Transfer
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally.
By Stephen B. Dunbar III, JD, CLU Published
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To Reap the Full Benefits of Tax-Loss Harvesting, Consider This Investment Strategist's Steps
Tax-loss harvesting can offer more advantages for investors than tax relief. Over the long term, it can potentially help you maintain a robust portfolio and build wealth.
By Daniel Hunt Published
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The Sweet 23: States Where Twix and Kit Kat Avoid the ‘Candy Tax’
State Taxes There’s something spooky this Halloween, and it’s not just the ghouls. Find out if your state’s sales tax takes a bite out of sweet savings.
By Kate Schubel Last updated
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SALT Deduction 2025 Changes: Three Key Things to Know Now
Tax Deductions Changes to the state and local tax (SALT) deduction in the so-called 'big beautiful bill' have put this tax break in the spotlight.
By Kelley R. Taylor Last updated
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17 States With Scary Estate and Inheritance Taxes
Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.
By Sandra Block Last updated
