Features
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Upsizing in Retirement: Why You Should (and Shouldn't) Do It
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully.
By Maurie Backman
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What Would $1.26M In Savings Do for Your Retirement Lifestyle?
Americans think $1.26 million is the ideal amount to have saved for retirement. What would that kind of money mean for your retirement?
By Maurie Backman
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Trump's First Year and Your Retirement: 8 Changes to Know
From investment returns to Social Security, Trump's first year has changed your retirement. Here's what to expect in 2026.
By Adam Shell
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Don't Overpay the IRS: 6 Tax Mistakes That Could Be Raising Your Bill
Tax Tips Is your income tax bill bigger than expected? Here's how you should prepare for next year.
By Kate Schubel
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Flashback Finance: The Cost of Retiring the Year You Were Born
Just like groceries, gas and home prices, the cost of retiring is subject to inflation. Here is a look at what it cost to retire in the year you were born.
By Donna LeValley
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How One Hospital Visit Overseas Could Wreck Your Finances
Proper planning can give you peace of mind and protection, regardless of what happens on your trips.
By Sean Jackson
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It's Time to Rethink What 'Aging Well' Means
Don’t fall into the trap of thinking there is a "right way" to age. Here's how to reframe aging in a healthy, achievable way.
By Alina Tugend
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Your Guide to Financial Stability as a Military Spouse
These practical resources and benefits can help military spouses with managing a budget, tax and retirement planning, as well as supporting their own career
By Kelly M. Lagore, CFP®, MQFP®
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3 Steps to Keep Your Digital Data Safe from Cyberattacks
As data breaches and cyberattacks increase, it's vital to maintain good data hygiene and reduce your personal information footprint. Find out how.
By Shane W. Cummings, CFP®, AIF®
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Why You Can Afford to Ignore College Sticker Prices
College tuition fees can seem prohibitive, but don't let advertised prices stop you from applying. Instead, focus on net costs after grants and scholarships.
By Sravani Atluri
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Protect Your Family's Future: Avoid These 12 Common Estate Planning Mistakes
If you've avoided the most common estate planning mistakes, your family will thank you.
By Daniel Bortz
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9 States Without Income Tax in 2026
State Tax Your hard-earned money is safe from state income tax if you live in one of these states but watch out for other state and local taxes.
By Gabriella Cruz-Martínez
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Find Your Monthly Payment With This Mortgage Calculator
Tools With our mortgage calculator, you can easily determine your monthly mortgage payment.
By Carla Ayers
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The Met Opera May Sell Its Iconic Paintings. Is it a Good Investment?
Buying the Marc Chagall murals would come with a big stipulation attached.
By Alexandra Svokos
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Types of Income the IRS Doesn't Tax
Income Tax It might feel as if the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
By Kelley R. Taylor
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11 Overlooked Tax Deductions and Credits
Tax Breaks Don’t miss these often overlooked tax deductions and credits when you file your tax return this year.
By Katelyn Washington
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Do You Really Need All Those Phone Plan Perks?
Unlimited data plans now come bundled with streaming, travel perks and device deals — but many people pay for extras they rarely use.
By Choncé Maddox
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Why You Should Book a Winter Vacation
Travel Smart In the early months of the year, travel demand dips — and so do prices.
By Emma Patch
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How to Find a Financial Adviser for Retirement Planning
Finding the right financial adviser for retirement planning can save you time and money. Here's how to avoid sketchy ones and unearth the truly great advisers.
By Adam Shell
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Taxes May Be a Certainty, But the Amount You Pay Doesn't Have to Be
Don't wait until Tax Day to start exploring your options. Take some steps throughout the year, and you may be pleasantly surprised.
By Brett Gottlieb, Investment Adviser Representative
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The New Average Divorce Rate By Age: Are You in the Risk Zone?
While the overall divorce rate has seen a small but steady decline, gray divorces have been on the rise since the 1990s.
By Donna LeValley
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Is the Housing Market's 'Lock-In Effect' Finally Starting to Ease?
As mortgage rates stabilize and fewer owners hold ultra-low loans, the lock-in effect may be losing its grip.
By Choncé Maddox
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My wife says our $4.3 million savings are 'our grandkids' inheritance.'
I want to travel while we are still healthy, but my wife wants to pass down our wealth. Who is right?
By Maurie Backman
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Senior Living Communities: A Guide to Finding the Right Fit
Senior living facilities have improved and are as diverse as the people who inhabit them. Now, they're more than just a place to go — they're a place to grow.
By Joel Theisen, RN
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3 Common Myths About Working With a Financial Planner
Think financial planners are only for the wealthy and that AI can replace human advice? Nope. Even people with moderate wealth need professional advice.
By Chris Leckenby
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Should You Invest in the Quantum Computing Sector?
Investors interested in quantum computing could consider ETFs focused on cloud services enabling small businesses to use big technology.
By Max Isaacman, Investment Adviser Representative
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How This 529 'Superfund' Strategy Can Transform Your Estate Plan
This 529 strategy — superfunding a 529 — can help you maximize savings for a child or grandchild's education expenses.
By Erin Bendig
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Does Your Child Need to File a Tax Return This Year?
Tax Filing Here’s how to tell if your child needs to file a tax return and how it can impact your tax liability.
By Katelyn Washington
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10 Worst Things to Buy in Bulk at Costco
Smart Buying Costco gets big ups from shoppers and shopping experts alike for its high-quality products and low prices. However, it's not always the wisest choice to buy these products in bulk.
By Bob Niedt
