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IRA Conversion to Roth: Rules to Convert an IRA or 401(k) to a Roth IRA
An IRA conversion can give you a leg-up in retirement with tax-free income. But proceed with caution.
By Maurie Backman Last updated
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Five Smart Ways to Use Your Life Insurance While You're Still Alive
Life insurance can do more than just provide for your heirs — here’s how to maximize your policy while you’re still here.
By Laura Gariepy Last updated
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Social Security Check Late? No, It's Not the Government Shutdown, but It Could Be These Four Reasons
Social Security payments are a reliable source of income in retirement. To keep them flowing, ensure you don’t make these four mistakes.
By Donna Fuscaldo Last updated
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Want to Move to Portugal? What to Consider Financially
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical.
By Alex Ingrim, Chartered MCSI Last updated
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5 Best Commodity ETFs to Buy Now
ETFs These commodity ETFs provide exposure to a broad basket of raw materials via futures contracts. But their relative complexity comes with higher fees.
By Tony Dong, MSc Last updated
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Q3 2025 Post-Mortem From an Investment Adviser: Markets Continue to Climb, Gold Shines
The third quarter saw market gains driven by Fed rate cuts and strong earnings, despite high valuations and concerns about speculative trading and job growth. Gold and international stocks could be potential hedges.
By Prem Patel, MBA, IAR Published
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Moving Abroad? You Might Need a Cross-Border Financial Adviser
If you want to live in another country long term, you could benefit from an expert's guidance. Here's how to find a good qualified adviser to help with residency requirements, documentation, financial laws and tax impacts.
By Alex Ingrim, Chartered MCSI Published
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I'm 60 with $4 million — can I have a luxury retirement?
With inflation and volatility, how careful should I be?
By Maurie Backman Last updated
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Government Shutdown Could Delay 2026 Social Security COLA Announcement
The shutdown of the federal government has thrown a wrench in the 2026 COLA calculations. Here is what you need to know as we wait for the forced furloughs to end.
By Donna LeValley Published
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10 Things You Need To Know About Hurricane Insurance Claims
Becoming a Homeowner Hurricane damage? Know what your insurance will and won't cover to make the most of your policy if you need to file a claim.
By Rachael Green Last updated
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Eat Your Way Across America: Foodie Gems Worth the Drive
Want to eat your way across America? Here's a look at foodie gems worth the drive, whether you’re craving the nostalgic taste of juicy BBQ or fresh-caught seafood straight from the ocean.
By Kathryn Pomroy Last updated
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The Medicare Surcharge: Test Your IRMAA Knowledge
Quiz Test your basic knowledge of the income-related monthly adjustment amount in our quick quiz.
By Donna LeValley Published
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How to Prepare For a Hurricane and Other Natural Disasters
As worries about hurricanes, wildfires, floods and other natural disasters accelerate, here are some key steps to take to get ready for whatever might come your way.
By Carla Ayers Last updated
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The Kiplinger 25: Our Favorite No-Load Mutual Funds
The Kiplinger 25 The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.
By Nellie S. Huang Last updated
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You’re Probably Not Covered for These 6 Common Home Disasters
Home insurance doesn’t cover everything. Learn which disasters require extra coverage — and how to protect your home before it’s too late.
By Jacob Wolinsky Last updated
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A Checklist for a Comprehensive Retirement Plan
Sponsored by Physicians Mutual
A successful retirement is built on a solid foundation of careful planning and self-awareness. Here are nine areas you should plan for if you want to retire with confidence.
By Donna LeValley Published
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Hilton Honors Card Bonus Offer Worth up to $930
Earn up to 155,000 Hilton Honors bonus points with the American Express Surpass Card.
By Ellen B. Kennedy Last updated
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The Best Travel Rewards Credit Cards for You
credit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
By Sean Jackson Last updated
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Get $40 to Shop at Costco with This Membership Deal
New 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 Erin Bendig Last updated
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My husband and I retired this year at 67 with $3.2 million. He's very frugal whenever we travel, which makes me resentful. How can I convince him to loosen up?
Sponsored by Savant Wealth Management
We asked financial planning experts for advice.
By Maurie Backman Published
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18 Ways to Cut Your Energy Bill
Whatever the direction of utility prices, it pays to make moves that reduce your energy usage. Here are 18 ways to use less energy at home and lower your utility bills.
By Daniel Bortz Last updated
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What Is a Stockbroker? (And Do I Even Need to Use One?)
Whether or not you need a stockbroker or a financial adviser depends on several factors, including goals, time availability and available cash.
By Kyle Woodley Published
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Eight Ways to Stay Safe When Making Cashless Payments
Consumers are ditching cash for the convenience of digital payments, but fraudsters are right behind you. Just a few simple steps can help you stay safe.
By Lawrence Sprung, CFP® Published
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I'm a Financial Planner and a Parent: Here Are Five Money Habits Every Young Family Should Have
When children are young, it can be hard to meet immediate costs, let alone save for the future, but these five habits can help build lasting financial security.
By Julia Pham, CFP®, AIF®, CDFA® Published
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Best AI Stocks to Buy: Smart Artificial Intelligence Investments
tech stocks Artificial intelligence is a rapidly expanding technology. Here are the best AI stocks to buy right now.
By Tom Taulli Last updated
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Five Early Retirement Mistakes to Avoid
These early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
By Jacob Schroeder Last updated
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Five Reasons You Should Take Social Security At 62 (and Five Reasons You Should Wait)
There are sound reasons to take Social Security early. While many experts say it's best to wait until full retirement age to claim benefits, here are some reasons to start early.
By Kathryn Pomroy Last updated
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Turn These Three Retirement Downsides Into Upsides
Not everything about retirement is perfect, but don't let it get you down. Here's how to make lemonade out of these three retirement "lemons."
By Donna Fuscaldo Published
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What Is Renters' Insurance and What Does It Cover?
Renters’ insurance protects your belongings and more – and it might not cost as much as you think.
By Emma Patch Last updated