Features
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Kiplinger Retail Outlook: Blowout August Spending as Consumers Keep SurprisingEconomic Forecasts Strong retail sales gains appeared across the board, but tighter budgets are coming.
By David Payne
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How Charitable Donations Can Reduce Your TaxesTax Breaks Donating this year? See whether claiming a charitable donation could be right for you.
By Gabriella Cruz-Martínez
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If You'd Put $1,000 Into Nvidia Stock 20 Years Ago, Here's What You'd Have TodayAnyone shocked by Nvidia stock's wild ride should know that volatility has always been the price of admission to this long-time market beater.
By Dan Burrows
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The Average Social Security Check in Every StateDo you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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How to Strategize Your Social Security BenefitsClaiming Social Security too early or too late can impact your entire financial picture in retirement. It pays to carry out a proper analysis before you commit.
By Tony Drake, CFP®, Investment Advisor Representative
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Who Actually Wins the Great Wealth Transfer?The Great Wealth Transfer promises trillions in inheritance. Discover how age, race, taxes, and healthcare costs shape who actually receives boomer wealth.
By Jacob Schroeder
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Can You Afford to Live on One Income? 7 Things to Do Before a Parent QuitsThinking about giving up a second income to avoid childcare costs? These seven financial moves can help you decide if your family can afford it.
By Rachael Green
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How Women Should Plan for Retirement DifferentlyWomen's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.
By Evan T. Beach, CFP®, AWMA®
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Avoid These Vacation Home Estate Planning MistakesThe family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.
By Denise McClain, JD, CPA
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11 Costly Medicare Mistakes You Should Avoid MakingIf you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs.
By Donna LeValley
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Are You Part of the Shrinking Middle Class?The share of Americans in the middle class has been dwindling for decades. Here's how to tell if you're part of the shrinking middle class.
By Erin Bendig
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The Average Gen X 401(k) Balance Kind of BitesGen X, the first generation to rely on 401(k)s to build and grow a nest egg, is nearing retirement. 2026 data shows a hefty shortfall between the "magic number" for retirement and Gen X savings.
By Adam Shell
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The Hidden Costs of Inheriting an Investment PortfolioInheriting a portfolio isn't as straightforward as it may seem. Taxes, missed IRA deadlines and high fees can impact how much you'll actually receive.
By Coryanne Hicks
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Is High-Yield Savings Account Interest Taxable? What to Know for 2026Savings Accounts Think a high-yield savings account is a good idea? Don’t forget taxes on savings account interest.
By Kate Schubel
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States Sending 'Stimulus' Checks in 2026Rebate Checks Some people are receiving one-time state rebate checks. Is your state sending money?
By Kelley R. Taylor
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Diversifying With Direct Energy Beyond 60/40For the right investors, direct oil and gas investing offers diversification beyond stocks and bonds and meaningful tax advantages. Should you go for it?
By Jay R. Young
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How to Stop a Panic Move After a Dementia DiagnosisSiblings are alarmed after their father's Alzheimer's diagnosis leads their mother to embark on an isolating move. This is how they can help keep Dad safe.
By H. Dennis Beaver, Esq.
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5 Life Insurance Questions to Ask Before Buying a PolicySeptember is Life Insurance Awareness Month. What better time to take a look at the best way to find a policy that supports you and your family?
By Kevin Brayton, MBA
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How to Recover From Financial Setbacks: A Quick GuideIt takes courage to accept financial problems and identify what's wrong. The good news? You don't have to solve everything overnight, and you can start small.
By Alex Duffy
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Medicare Open Enrollment Is Starting SoonMedicare During the annual enrollment period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
By Donna LeValley
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Best Bond Funds to BuyThe best bond funds provide income and stability for investors and are worthy additions to any well-balanced portfolio.
By Jeff Reeves
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Retirement Fears Keeping You Up? Sleep Well With These 5 SolutionsWorried about outliving your money or paying for health care? These five strategies can erase retirement anxiety and protect your savings.
By Donna Fuscaldo
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Best Dividend ETFs to Buy NowETFs Are you a set-it-and-forget-it income investor? These dividend ETFs generate cash through a variety of long-term strategies.
By Kyle Woodley
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The Average IRA Balance by Age and Generation in 2026A 36% increase in contributions versus a year ago and a bull market in stocks powered the average IRA account balance to a 10% increase in the second quarter of 2026.
By Adam Shell
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7 Gas-Saving Tips That Actually Work to Save Money at the PumpThese are gas-saving tips that will actually work for you and your car this year.
By David Muhlbaum
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How to Invest for Fall Rate Hikes by the FedThe probability the Fed raises interest rates by 25 basis points this week is now greater than 90%.
By Charles Lewis Sizemore, CFA
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What Happens to Your Savings Account When You Die?Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.
By Sean Jackson
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The Average 401(k) Balance by Age and Generation in 2026A market rally drove 401(k) balances to new heights in the second quarter of 2026. How does your account balance stack up?
By Adam Shell
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Why Avoiding IRMAA Could Cost You More in RetirementDoing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
By Scott Tucker, Investment Adviser Representative
