Features
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15 Estate Planning Terms You Need to Know
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.
By Donna LeValley
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If You'd Put $1,000 Into Oracle Stock 20 Years Ago, Here's What You'd Have Today
ORCL Oracle stock has been an outstanding buy-and-hold bet for decades.
By Dan Burrows
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I Met With Neuroscientists and Artists — Here Is My No. 1 New Health Habit
Lincoln Center became a lab for the 2026 Heartbeat Summit. I met the experts proving art is medicine. Here is the new habit I’m taking home.
By Donna LeValley
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Spring Home Maintenance Checklist for 2025
real estate Use this 20-point checklist to get your home ready for spring.
By Patricia Mertz Esswein
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Quiz: Do You Know Essential Estate Planning Terms?
Quiz Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.
By Donna LeValley
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Crash for Cash: The Sneaky Scams Driving Up Every Driver's Insurance Bill
Learn how thieves scam auto insurance companies and how it impacts your wallet.
By Sean Jackson
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Are You Behind on Retirement Savings? How Much You Need at 50, 55, 60 and 65
See how your retirement savings stack up compared with this Wall Street guide, ranked by age and income.
By Donna Fuscaldo
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Obsessed With Rate Moves? This Financial CEO Explains How to Focus Less on the Fed
Reshuffling funds to get the highest yields? Holding out for the right time to borrow? Creating a durable plan for your cash means you can stop obsessing over interest rates.
By Kevin Brauer, MBA, CPA, CMA
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Does the Market Feel Like We Do? It Does Not, and Here's Why
Shared moments are powerful, as fans of Peter Frampton's song "Do You Feel Like We Do" will testify. But that dynamic won't serve you as an investment strategy.
By Jesse W. Hurst, CFP®, AIF®
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The Best Money Advice of All Time
Investing greats, renowned economists, top advisers and other experts share their favorite financial wisdom, both given and received.
By Ellen Chang
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What Can You Do When Your Neighbor's Tree Is a Danger?
Some neighbors are jerks, but you don't have to be. Here's how to create a paper trail when asking a neighbor to deal with a tree that's a safety hazard.
By H. Dennis Beaver, Esq.
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Green and Sustainable Bonds Can Help Portfolios and the Planet
The green and sustainable bond market continues to develop, creating opportunities for responsible investors who want portfolios that are diversified and impactful.
By Vishal Khanduja
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10 Cheapest Places to Live in North Carolina
Property Tax From the Blue Ridge Mountains to the Outer Banks, we ranked the NC counties with the lowest property taxes in 2026.
By Kate Schubel
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Best Cheap Stocks (Under $10) to Buy Now
When seeking out the best cheap stocks to buy under $10, investors should focus on quality and liquidity. Here are five we like.
By Jeff Reeves
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3 Estate Planning Strategies That Thrive in Volatile Markets
From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.
By Donna Fuscaldo
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The '120 Minus You Rule' of Retirement
The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's a better way to construct your retirement portfolio.
By Jacob Schroeder
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What Is Stagflation and How Can Investors Prepare?
An oil supply shock and a weak jobs report have markets wondering about stagflation, when economic growth slows and the unemployment rate spikes.
By Coryanne Hicks
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Not Even Death Can Cheat the IRS: Lessons From a Massachusetts Estate
Estate Tax If you owed money to the IRS while alive, your death isn’t going to stop them from collecting. Here's what you need to know about death and taxes.
By Roxanne Bland
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Why After-Tax Returns Are the Only Returns That Matter
Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
By Kelly Ann Winget
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3 Financial Hurdles Coming Up for Women: How to Overcome Them
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
By Tony Drake, CFP®, Investment Advisor Representative
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Winning an Exit: What Small Businesses Can Learn from Meta
How can business owners exit their company with a proper valuation and no regrets? Meta's billion-dollar acquisition of a small AI firm provides a clue.
By Kempten Schwab
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Is AI-Generated 'Workslop' Ruining Your Work Relationships?
A coworker's poor work that was generated by AI and not edited for accuracy or quality is the latest headache in the workplace. You address it without drama.
By Allison Gerrard
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5 New Retirement Rules Taking Effect in 2026
Sponsored by American National
Retirement planning in 2026 comes with new contribution limits, tax breaks and health care changes. Here's what savers and retirees need to know.
By Jacob Schroeder
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Should we fund our grandchild's 529 or our retirement?
We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?
By Maurie Backman
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Are Annuities Safe? An Industry Expert Explains the Risks
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
By Ken Nuss
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Nearing Retirement? Why 'Refirement' Is a Better Philosophy
Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.
By Hilton Lamprecht
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5 Ways to Create Your Retirement Paycheck Without the Stress
The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure cash flow and long-term flexibility.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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In or Near Retirement? 4 Recent Tax Changes You Need to Know
The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.
By Evan T. Beach, CFP®, AWMA®
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Buying a Home This Year? 3 Moves to Make Before the Next Fed Meeting
A few smart financial moves now can help you qualify for better mortgage terms and act quickly if the market shifts.
By Choncé Maddox
