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Capital Gains Tax Rates 2025: What You Need to Know
Capital Gains Tax Navigating capital gains tax can be complex, but knowing the applicable tax rates and thresholds can help you plan your investments.
By Kelley R. Taylor Last updated
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The Extra Standard Deduction for People Age 65 and Older
Tax Deductions The extra standard deduction can help older adults reduce their taxable income.
By Kelley R. Taylor Last updated
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How to Invest for Fall Rate Cuts by the Fed
The probability the Fed cuts interest rates by 25 basis points in October is now greater than 90%.
By Charles Lewis Sizemore, CFA Last updated
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Walmart Takes on Prime Day with Competing October Deals Event
Walmart is launching its own multiday sales event to rival Amazon Prime Big Deal Days — and it could be a smart time to shop, even if you're not a member.
By Choncé Maddox Last updated
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I Want to Retire Next Year. Should I Keep My Money in the Stock and Bond Markets?
We asked a financial expert to weigh in on where someone getting ready to retire should invest their money.
By Charles Lewis Sizemore, CFA Last updated
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5 Best Fidelity ETFs to Buy Now
The best Fidelity ETFs from the leading money manager include a little something for everyone.
By Jeff Reeves Last updated
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Retirement Income Strategies for the Long Haul
Crafting your retirement income plan is more important than ever, given our longer lives and uncertain times. Here's how to fund a comfortable retirement.
By Coryanne Hicks Last updated
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When Is Amazon Prime Big Deal Days? Everything We Know, Plus Last-Minute Deals
Amazon Prime The Amazon Prime Big Deal Days sale ends soon. Here are the key details you need to know, plus some of our favorite deals members can shop before it's over.
By Rachael Green Last updated
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Should You Buy Gold as It Tops $4,000? Here's What the Experts Say
Rate cuts, a weak dollar and macro uncertainty have helped create a "perfect storm" for gold this year. Should investors add exposure or is it too late to buy?
By Karee Venema Published
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Five Things I Wish I'd Known Before I Retired
Not only can these insights save you a boatload of stress later in life, but they can help ensure that you have a happy retirement.
By Pam Krueger Last updated
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The Best Amazon Prime Day Deals for Travel Accessories, Suitcases and More
On the final day of Amazon's Prime Big Deal Days sale, skip the fluff — here’s how to extract real travel value via gear and strategic credit cards.
By Rachael Green Last updated
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I Found the Best Gifts Under $50 and None of Them Feel Cheap
Amazon October Prime Day is the perfect chance to nab some under-$50 gifts that feel more expensive than they are (because normally they would be).
By Rachael Green Last updated
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The 'Permission to Spend' Rules of Retirement Spending
Here’s how to spend guilt-free when you are in retirement.
By Donna Fuscaldo Published
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W-4 Form: Tax Withholding Tips to Optimize Your Taxes This Year
Tax Forms Knowing how the W-4 form works can help with new jobs, tax refunds, and avoiding estimated tax payments.
By Rocky Mengle 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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Major Insurers Scale Back Medicare Advantage and Part D Plans for 2026. What You Need to Know.
Beneficiaries enrolled in Medicare Advantage and Part D prescription drug plans might be losing their plan as UnitedHealthcare, Humana, and Aetna (CVS Health) scale back offerings for 2026.
By Donna LeValley Published
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If You'd Put $1,000 Into IBM Stock 20 Years Ago, Here's What You'd Have Today
IBM Big Blue has been a big bust for truly long-term investors.
By Dan Burrows Last updated
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I want to retire, but I have to keep working so my adult kids have insurance. Help!
It's a tricky period when your adult child is under 26 but needs health insurance. We ask financial experts for advice.
By Maurie Backman Published
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Preferred Bank Stocks: The Investment Retirees (and Others) May Be Missing Out On
Most large banks issue preferred stocks that pay out fixed dividends, often with higher yields than bonds. Should you make room for them in your portfolio?
By William Skillender Published
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Don't Let Your Equity Compensation Trip You Up: A Financial Expert's Guide
Stock options, RSUs and other executive perks can come with some serious strings attached. To avoid a nasty tax surprise, you need a plan.
By Sevasti Balafas, CFA, CPWA® Published
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Qualified Dividends vs Ordinary Dividends: What to Know
dividend stocks What are qualified dividends vs ordinary dividends? Here, we examine which is which, how each one is taxed and what it means for investors.
By Charles Lewis Sizemore, CFA Last updated
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The Easiest Asset Allocation Rule
The easiest asset allocation rule is a quick calculation that helps determine how much of your portfolio is in stocks or in bonds. Here's how it works.
By Coryanne Hicks Last updated
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How to Roll Over a 401(k) in Five Steps
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k).
By Coryanne Hicks Last updated
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Convert a 401(k) into a Roth 401(k): An Ideal Move for High Earners
Too rich for a Roth IRA? If your company offers a Roth 401(k), you can convert your traditional 401(k) to pay lower taxes in retirement.
By Tom Taulli Last updated
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You'll Probably Need Long-Term Care at Some Point. Here's How to Pay for It
Most people will need long-term care, but insurance is pricey. Here’s a guide to covering the expenses.
By Elaine Silvestrini Last updated
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6 Steps to Protect Your Retirement Savings
Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long as you do.
By Diane Harris Published
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You're High-Net-Worth: Should Your Retirement Savings Be in a Swiss Bank?
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should.
By Adam Shell Published
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Should You Replace Your Financial Adviser with AI?
Sponsored by Savant Wealth Management
Financial Help Many people already ask AI for financial advice. But is it good enough to replace a human financial adviser?
By Becca van Sambeck Published
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The Spendthrift Trap: Here's One Way to Protect Your Legacy From an Irresponsible Heir
A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions.
By H. Dennis Beaver, Esq. Published