Features
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3 Questions to Determine if a Roth Conversion Will Actually Save You Money
Don't let a Roth conversion backfire. Learn the 3 questions every investor needs to ask about tax brackets, liquidity and asset allocation before making the move.
By Donna Fuscaldo
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How Football and Annuities Can Defend Against Risk in Retirement
Football can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.
By Phil Simonides, CFP®
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Why a Trump Account Might Fit the Financial Strategy for Your Newborn
From July, Trump Accounts will offer a potential $1,000 federal grant for children born in 2025 through 2028. There are some limits and unknowns, though.
By Martin Schamis, CFP®
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4 Retirement Risks Business Owners Often Overlook
Retirement can be hard for business owners who've tied up their net worth — and sense of purpose — in one company. Find out how to make your exit successful.
By David Lukas, Investment Adviser Representative
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How to Write a Check for a Wedding Gift
There are some guidelines to writing a check for a wedding gift for newlyweds.
By Alexandra Svokos
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Six Changes to Social Security in 2026
Big changes come to Social Security every year, impacting everything from the size of your benefit check to your full retirement age. Here's what you need to know.
By Donna LeValley
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How to Master Index Investing
Index investing allows market participants the ability to build their ideal portfolios using baskets of stocks and bonds. Here's how it works.
By Nellie S. Huang
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Take a Sabbatical Over Early Retirement for a Cheaper Reset
A sabbatical can help you get over burnout, explore a new career or hobby and won't break your retirement if done right.
By Jacob Schroeder
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Investing Freebies: Perks You Get for Owning These Stocks
The biggest returns for investors come over the long term, but these companies offer instant gratification for shareholders with several freebies and perks.
By Coryanne Hicks
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3 Things Investors Can Do Now to Keep Control As Oil Prices Shake the Market
Traders and speculators are already executing their respective plans. Here's what investors can do about the energy shock.
By David Dittman
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The Y Rule of Retirement: Why Men Need to Plan Differently
If you have a Y chromosome (because you're a guy), following the 'Y rule of retirement' can help you transition to this new life stage with grace.
By Jacob Schroeder
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The Best Credit Cards to Use When Renting Cars
Need a car when you travel? Here are the best credit cards that offer rental car insurance.
By Carla Ayers
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The 5 Best BDC Stocks to Buy Now
dividend stocks BDC stocks are a high-yielding way to gain exposure to private credit. With risks swirling, it pays to be selective and these BDCs are a good place to start.
By Charles Lewis Sizemore, CFA
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Are These 5 Stealth Costs Draining Your Retirement?
The bills they don’t see coming cause the most angst for retirees. Here's what to look out for.
By Brian O'Connell
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What Happens if You Missed the Tax Deadline?
Late Filing If you owe the IRS money, filing your tax return late (or never) can cost you penalties and interest.
By Rocky Mengle
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What a Time to Run This T. Rowe Price Tech Fund
A penchant for semiconductor stocks amid the AI boom is boosting returns for the T. Rowe Price Global Technology Fund.
By Nellie S. Huang
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How Alaska Became the Only State With No Medicare Advantage
While the Lower 48 shift to private plans, Alaska is proving that original Medicare can still deliver high-quality care at the edge of the world.
By Donna LeValley
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Old Annuities Carry Untapped Potential for You and Your Clients: Here's Why
Annuities bought years ago may no longer reflect clients' needs or the economy. Conducting thorough reviews will optimize their finances and grow your business.
By Jake Klima
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From ETFs to Direct Indexing — Why It Makes Sense to Move Across Now
ETFs and mutual funds are the backbone of many portfolios, but have limitations for clients and advisers. New tech means direct indexing can be a better option.
By Paul R. Kenney Jr., CFA®
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Why Financial Advisers Will Benefit as Google Shakes Up Financial Research
Google's free, AI-powered financial research platform is going up against established providers, giving advisory firms more options for research and analysis.
By John O'Connell, MBA
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SEP IRA Contribution Limits for 2026
SEP IRA A good option for small business owners, SEP IRAs allow individual annual contributions of as much as $70,000 in 2025, and up to $72,000 in 2026.
By Jackie Stewart
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The 6 Best Places to Put Your 2026 Tax Refund for Growth
Use your 2026 tax refund to boost short-term or long-term financial goals by putting it in one of these six places.
By Rachael Green
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5 Treats to Splurge on with Your Tax Refund
Want to use your tax refund to splurge on a little something nice this spring? Here are five treats to make the most out of that extra cash.
By Rachael Green
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SIMPLE IRA Contribution Limits for 2026
For 2026, the SIMPLE IRA contribution limit is $17,000, with a $4,000 catch-up for those 50 and over, totaling $21,000.
By Jackie Stewart
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Stock Market Trading Hours: What Time Is the Stock Market Open Today?
Markets When does the market open? While the stock market has regular hours, trading doesn't necessarily stop when the major exchanges close.
By Michael DeSenne
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9 Habits for a Happy Retirement
happy retirement A long and happy retirement takes more than just money. Here are nine things happy retirees do — besides dutifully saving the money they’ll need to quit the 9-to-5 grind.
By Jacob Schroeder
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10 Myths About Health Savings Accounts
savings When you’re choosing a health plan for the year, one option may be a high-deductible plan that makes you eligible to contribute to a health savings account.
By Kimberly Lankford
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If You'd Put $1,000 Into IBM Stock 20 Years Ago, Here's What You'd Have Today
IBM stock has been deeply disappointing as a buy-and-hold bet.
By Dan Burrows
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Near Retirement? Jumbo CDs Can Protect and Grow Your Cash Fast
If you're looking for a less risky option as you approach retirement, learn how much a jumbo CD can earn you in a short time.
By Sean Jackson
