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Kansas State Tax Guide
State Tax Kansas state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
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Best Jobs for Retirees
retirement Your career job is ending. It’s time to consider how to earn extra cash in retirement by doing the work you’ve always wanted to do.
By Bob Niedt Last updated
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Florida State Tax Guide
State Tax Florida state tax rates and rules for income, sales, property, fuel, cigarette and other taxes that impact residents.
By Katelyn Washington Last updated
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Are I Bonds Taxable? 10 Common Situations
Bonds Series I bonds are a popular investment that can also help you save on taxes, but the federal income tax consequences can be complex.
By Joy Taylor Last updated
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International Investment Opportunities Through Immigration Investment
CBI programs have much to offer astute investors, including access to markets with strong fundamentals and potential for capital protection, income and appreciation.
By Jean-Francois Harvey Published
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What Is a Lifestyle Analysis in Divorce?
Divorcing high-net-worth couples, especially those in a gray divorce, often require a lifestyle analysis to determine how much spousal support is appropriate.
By Andrew Hatherley, CDFA®, CRPC® Published
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How (and Why) to Talk Money at Your Family Dinner Table
Believe it or not, your teenagers want to hear what you have to say about money and your family’s financial decisions. But be willing to listen, too.
By Aditi Javeri Gokhale Published
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How Entrepreneurs and Wealth Managers Can Work Well Together
Entrepreneurs work best with wealth managers who are also entrepreneurs and understand what it’s like to grow a business.
By Thomas Ruggie, ChFC®, CFP® Published
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Can Stocks Picked by Artificial Intelligence Beat the Market? 3 Stocks to Watch
stocks An artificial intelligence stock-picking platform identifying high-potential equities has been sharp in the past. Here are three of its top stocks to watch over the next few months.
By Dan Burrows Last updated
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Should You Buy Life Insurance? Four Cases When You Should or Shouldn't
insurance If no one depends on your income for support, you probably don't need life insurance at all.
By Donna LeValley Last updated
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Michigan State Tax Guide 2024
State Tax State tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact Michigan residents.
By Kelley R. Taylor Last updated
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Want to Lease an EV? There's a Tax Credit 'Loophole' for That
Tax Credits If you are deciding whether to lease or buy a car, here's what you need to know about the EV lease tax credit.
By Kelley R. Taylor Last updated
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Alabama State Tax Guide
State Tax Alabama state tax rates and rules for income, sales, property, fuel, cigarette, and other taxes that impact residents.
By Katelyn Washington Last updated
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Naming Beneficiaries for Inherited IRAs: What You Need to Know
The rules for how to handle an inherited IRA differ depending on the beneficiary, and you should also consider the tax implications of required minimum distributions (RMDs).
By Patrick M. Simasko, J.D. Published
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Four Big Mistakes to Avoid if You’re Buying a Business
No. 1 is don’t listen to self-professed experts on social media and do-it-yourself coaches who might want only to make a buck. Also, to be successful, you need to go all in.
By H. Dennis Beaver, Esq. Published
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How Does Activist Investing Impact Stocks?
Activist investing uses equity stakes in public companies to enact change. Here's how that can have an impact on stocks.
By Will Ashworth Published
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Best High-Yield Savings Accounts
These are the top earning high-yield savings accounts available today.
By Erin Bendig Last updated
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11 Great Places to Live in California
There's a little something for everyone and every kind of lifestyle in these places in California.
By Lisa Amand Last updated
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The Best Places to Retire in New England
places to live Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria.
By Stacy Rapacon Published
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How to Optimize Your RMDs in Retirement
No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions.
By Isaac Morris Published
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Got a Cash Balance Pension? Understand Your Options
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed.
By Mike Palmer, CFP Published
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Arizona Retirement: Nine Things You Must Know
retirement The Grand Canyon State offers so much more than that gorgeous hole in the ground. Check out whether you'd like to spend your golden years in this southwestern state.
By Bob Niedt Last updated
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5 Steps to Take to Get Money Back from a Trip Gone Awry
Five steps to take if travels go awry and you need to get money back.
By Becca van Sambeck Published
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Avoid Retirement Regrets: Five Facts to Learn Now, Not Later
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises.
By Jenna Lolly, CFP® Published
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Four Do’s and One Don’t to Help Protect Your Inheritance
If you’re lucky enough to inherit a lot of money, keeping these five things in mind, especially knowing the tax implications, could head off some regrets.
By Brian Gray Published
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Four Considerations for Moms Leaving the Workforce
If you want to make the transition from a full-time job to being a stay-at-home mom (or dad), here are some issues to keep in mind.
By Mindy J. Oglesby, CFP®, NSSA®, IRMAACP Published
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15 Reasons You'll Regret an RV in Retirement
Making Your Money Last RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt Last updated
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EV Charger Tax Credit: What You Need to Know
Tax Credits The federal EV charger tax credit is back with a few key changes to know.
By Kelley R. Taylor Last updated
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What Brings High-Net-Worth People to Everest? It 'Ceased to Represent a Climbing Challenge and All the Sudden Became a Human Challenge'
Everest, Inc. author Will Cockrell discusses why high-net-worth people flock to climb Mount Everest.
By Alexandra Svokos Published