Features
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The 'Wait-to-Win' Rule of Retirement SpendingHow trading your savings today will give you a permanent raise tomorrow.
By Donna Fuscaldo
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Want to Lower Your Medical Bills? These Strategies Will HelpYour odds of getting your health care provider to lower your bill are higher if you act fast, communicate clearly and do your research before the negotiation.
By David Abraham
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A Case for Staying Independent as an RIA on Your TermsPrivate equity firms promise capital, tech and talent, but do those resources come with strings that could change how you serve your clients and run your firm?
By Shannon Larson
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How Google AI Tools Can Give Financial Advisers the EdgeIf your advisory firm uses Google Workspace, you're in a good position to adopt its AI tools to boost productivity and cut costs, with some key provisos.
By John O'Connell, MBA
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What Is the 100,000-Mile Rule in Car Insurance?The 100,000-mile rule in car insurance can help you slash premiums by ditching coverage you can't use.
By Rachael Green
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What Medicare Covers When You Travel in the US and AbroadMedical emergencies can happen at any time. Knowing what Medicare coverage you have, anywhere in the world, can help you avoid a massive bill.
By Donna LeValley
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How the Federal Reserve Affects Mortgage RatesLearn how interest rate changes affect your mortgage payments and what buyers should watch for this year.
By Dori Zinn
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Should You Get a Long-Term or Short-Term CD Before the Fed Meeting?Is a long-term or short-term CD better to open before the Fed meeting this week? Here's what you need to know.
By Erin Bendig
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How to Give Your Kids Cash Gifts Without the IRS PaperworkMost people can gift large sums without paying tax or filing a return, especially by structuring gifts across two tax years or splitting gifts with a spouse.
By Jeremy Keil, CFP®, CFA®, CKA®
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Pershing Square IPO: Should You Buy the PSUS Shares?Bill Ackman took his Pershing Square hedge fund firm public in a rare "combined IPO" with a new closed-end fund. Here's what investors need to know.
By Karee Venema
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Is It Worth Getting a High-Yield Savings Account Before the Fed Meeting?The Fed didn't cut rates at its April meeting, giving savers more time to capitalize on higher rates.
By Sean Jackson
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Best CD Rates — A Risk-Free Way to SaveSavings The best CD rates allow you to outpace inflation and reach your savings goal fast. See our top picks.
By Sean Jackson
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Top Cash Back Credit Cards: Maximizing Your Rewards in 2026Credit Cards Whether you crave plentiful travel perks, basic cash back, or a high rebate on groceries and gas, you’ll find a card here that suits your tastes.
By Sean Jackson
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How to Navigate Your Medicare Advantage Plan in a DisasterIf you're a Medicare Advantage member in an area impacted by a disaster, you might be worried about access to care and medicine. Here's what you need to know.
By Donna LeValley
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How Smart Is Your Gifting Strategy? Take Our Grandparents' Legacy QuizAre you maximizing the legacy you’ll leave behind? Take our 10-question quiz to evaluate your strategy today.
By Donna LeValley
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9 No-Capital-Gains-Tax States in 2026 Ranked by Cost of LivingCapital Gains A handful of states don't tax your capital gains, but housing, groceries, and other everyday essentials can change how much those tax savings are actually worth.
By Kelley R. Taylor
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If You'd Put $1,000 Into Chipotle Mexican Grill Stock 20 Years Ago, Here's What You'd Have TodayCMG stock clobbers the market over the past two decades, but its outperformance ends there.
By Dan Burrows
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Property Tax 101: What Every Homeowner Needs to Know in 2026Property Tax No one likes paying property taxes, but knowing how these taxes work might make all the difference on your next property tax bill.
By Kate Schubel
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7 Must-See Historic Sites to Visit With Your Grandkids for America's 250thCreate once-in-a-lifetime memories with your grandchildren while celebrating America’s 250th
By Kathryn Pomroy
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One Financial Detail That Can Cost You After a DivorceDivorce does not separate credit card debt. Here is what can follow you and how to protect your credit.
By Choncé Maddox
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Why Every Grandparent Should Consider a Custodial Roth IRA NowTime is a young investor’s greatest asset. Discover how small contributions today can evolve into a tax-free fortune by the time they retire.
By Donna LeValley
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Should You Relocate to a New State for Retirement? A ChecklistThe decision to move to a different state should balance financial issues with the lifestyle you want, rather than simply choosing a low-income-tax state.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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These 4 Spending Mistakes Can Derail Your Retirement PlanMany plans focus on how much has been saved, but it's how much you spend that ultimately determines whether your plan works.
By Michael Pappis, CFP®
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Changing Jobs and Cashing Out Your 401(k)? Read This FirstMany workers find it easier to leave 401(k)s behind when they move to a new job, or cash out small balances that are better left invested, but you have options.
By Spencer Williams
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Six Dreamy Travel Spots for Retirees to Indulge in Luxury AdventuresWhether you're a retiree looking for adventure or relaxation, we have the perfect luxury vacation ideas for you.
By Becca van Sambeck
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9 Things You Should Keep in a Home SafePut these valuables in a home safe, not a bank safety deposit box (or under a mattress). You'll be glad you did.
By Donna LeValley
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What To Take On A Plane For A More Luxurious TripAir travel isn't exactly relaxing. But if you know what to take on a plane, any seat can be luxurious.
By Carla Ayers
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Get $40 to Shop at Costco with This Membership DealNew members can get up to $40 on a Costco Shop card when they sign up for a one-year Costco membership thanks to a new deal from Stack Social.
By Carla Ayers
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The 80% Rule of RetirementThe 80% rule promises a comfortable lifestyle in retirement. Does it deliver, or should it go the way of paper checks and landline phones?
By Jacob Schroeder
