Features
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Best No-Fee High-Yield Savings Rates
If you want to achieve short-term savings goals, these are the best options to consider. Best of all, they are fee-free.
By Sean Jackson
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Rhode Island Tax Guide 2025
State Tax Explore Rhode Island's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Rhode Island compares nationwide.
By Katelyn Washington
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Is Walmart Plus Worth It?
There are tons of exciting Walmart Plus benefits – but are they worth the $98 annual fee?
By Rachael Green
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The Wash Sale Rule: Six Things to Know to Avoid Tax Pitfalls
Investing The wash sale rule is important when you are selling and rebuying stocks to offset losses.
By Kelley R. Taylor
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Massachusetts Tax Guide 2025
State Tax Explore Massachusetts' 2025 state tax rates for income, sales, property, retirement, and more. Learn how Massachusetts compares nationwide.
By Kelley R. Taylor
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Why Your Bonus Check Is So Small: Understanding the Bonus Tax Rate
Income Tax Tax withholding rules mean a portion of your bonus won’t make it into your bank account.
By Kelley R. Taylor
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The Best REIT ETFs to Buy
ETFs REIT ETFs can generate above-average real estate-linked income in a brokerage account without the hassle of property management.
By Tony Dong, MSc
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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 December meeting, it's time for savers to lock in rates now.
By Donna LeValley
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Crypto Trends to Watch in 2026
Cryptocurrency is still less than 20 years old, but it remains a fast-moving (and also maturing) market. Here are the crypto trends to watch for in 2026.
By David Dittman
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3 Key Investing Moves to Make Before the End of the Year
As we approach the end of the calendar year, it's a good time for investors to think about taxes, diversification and investment limits.
By Jeff Reeves
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Are You Middle-Class? Here's The Most Tax-Friendly State For Your Family
Tax Tips We found the state with no income tax, low property tax bills, and exemptions on groceries and medicine.
By Kate Schubel
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Original Medicare vs Medicare Advantage Quiz: Which is Right for You?
Quiz Take this quick quiz to discover your "Medicare Personality Type" and learn whether you are a Traditionalist, or a Bundler.
By Donna LeValley
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Ask the Editor: Capital Gains and Tax Planning
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on capital gains tax rates and end-of-year tax planning
By Joy Taylor
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Time Is Running Out to Make the Best Tax Moves for 2025
Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with these strategies.
By Jeremiah H. Barlow, MBA, JD, LLM (Tax)
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4 Smart Ways Retirees Can Give More to Charity
For retirees, tax efficiency and charitable giving should go hand in hand. After all, why not maximize your gifts and minimize the amount that goes to the IRS?
By John Aarhus, Investment Adviser Representative (IAR)
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If You Do One Boring Task Before Year-End, Make It This One
Who wants to check insurance policies when there's fun to be had? Still, making sure everything is up to date (coverage and deductibles) can save you a ton.
By Karl Susman, CPCU, LUTCF, CIC, CSFP, CFS, CPIA, AAI-M, PLCS
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What You Should Leave Out of Your Will, According to Experts
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude.
By Erin Bendig
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Morningstar’s 2026 Retirement Withdrawal Advice: Will It Work for Investors?
Morningstar’s 2026 guidance is out, recommending a lower withdrawal rate than the traditional 4%-a-year strategy. Researchers compared the two approaches to see how they stack up.
By Christy Bieber
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33 Stocks That Could Rally 33% or More
Analysts say these S&P 500 stocks have at least 33% price upside over the next year or so.
By Dan Burrows
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If You'd Put $1,000 Into Apple Stock 20 Years Ago, Here's What You'd Have Today
Apple stock is back at record highs, but then it's been a buy-and-hold beast for the ages.
By Dan Burrows
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
By David Rodeck
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Social Security Benefits Quiz : Do You Know the IRS Tax Rules?
Quiz Social Security benefits often come with confusing IRS tax rules that can trip up financially savvy retirees and near-retirees.
By Kelley R. Taylor
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Year-End Retirement Tax Planning Actions if You Have $1 Million or More
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Should You Tap Your Home Equity Before 2026?
As borrowing rates and tax law shifts converge, here's what homeowners need to know before pulling equity out of their home.
By Choncé Maddox
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What Investors May Face in the New Year: Interview
Keith Lerner, the chief market strategist and chief investment officer for Truist Wealth, speaks with Kiplinger.
By Anne Kates Smith
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My adult child was laid off. Can we discuss it without ruining the holidays?
We asked mental health and financial experts for advice.
By Maurie Backman
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3 Year-End Tax Strategies for Retirees With $2M to $10M
To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.
By Evan T. Beach, CFP®, AWMA®
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'Politics' Is a Dirty Word for Some Advisers: That's Not Cool
Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.
By Maggie Kulyk, CRPC®, CSRIC™
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To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border
Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.
By Alex Ingrim, Chartered MCSI
