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I'm a Financial Planner: Here Are Some Long-Term Care Insurance Tips for Every Age
Strategies include adding riders to life insurance for younger individuals and considering hybrid or traditional long-term care policies for those in their mid-50s and 60s.
By Michael Aloi, CFP® Published
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Engineering Reliable Retirement Income in 2025: An Expert Guide
For dependable income, consider using a bucket strategy and annuities in tandem to promote structure, flexibility and peace of mind.
By Billy Voyles, MBA, RICP Published
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Crazy Markets Shouldn't Derail Your Retirement if You Follow This Financial Pro's Plan
Being nervous about retiring in a volatile market is a red flag that you're relying too heavily on your investment portfolio, rather than a comprehensive plan.
By Nico Pesci Published
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How Much Does It Cost to Be a Grandparent?
How much does it cost to be a grandparent? On average, grandparents spend almost $4,000 a year on their grandkids.
By Erin Bendig Last updated
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7 Golf Course Destinations to Vacation Away from the Crowds
Beat the growing crowds of new golfers at these golf course destinations off the beaten path.
By Michael Croley Last updated
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Eight Things No One Tells You About Retirement
Making Your Money Last As you advance toward retirement, it's a good idea to start sharpening the focus of your retirement vision.
By Rachel L. Sheedy Last updated
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Types of Income the IRS Doesn't Tax: What to Know for 2025
Income Tax It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.
By Kelley R. Taylor Last updated
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Most Changes to HSAs in the One Big Beautiful Bill Did Not Make the Final Cut
HSAs were set to get a glow-up in the House version of the OBBB. Unfortunately for most retirees, the final bill did not include many of the benefits proposed by the House.
By Donna LeValley Last updated
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2025 Tax Brackets and Federal Income Tax Rates
Income Tax Knowing your federal tax bracket is essential, as it determines your marginal income tax rate for the year.
By Kelley R. Taylor Last updated
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Best No-Fee High-Yield Savings Rates
Are you looking for the best no-fee high-yield savings rates? Our top picks earn you 4.35%.
By Sean Jackson Last updated
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The Best High-Yield Savings Accounts of July 2025
Our high-yield savings account picks earn you rates as high as 4.35%, helping you outpace inflation and grow your savings quicker.
By Sean Jackson Last updated
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The Best Communication Services Stocks to Buy
Communication services stocks represent a diverse segment of the market that includes media companies, internet giants and telecoms. Here's how to find the best ones.
By Kyle Woodley Last updated
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Key to Financial Peace of Mind: Think 'What's Next?' Rather Than 'What If?'
Even if you've hit your magic number for retirement, it's hard to stop worrying about money. Giving it a clear purpose is one way to reduce financial anxiety.
By Frank J. Legan Published
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Three Estate Planning Documents a Business Owner Can't Afford to Skip
A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical.
By Ronald “Skip” Skolnik Published
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8 Rules for Choosing the Right Financial Adviser
Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From verifying credentials to trusting your gut, follow these rules to find a financial adviser.
By Laura Gariepy Published
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How Much Will Social Security's 2033 Shortfall Cost You?
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 23%. Here is now much more you need to save to cover the potential shortfall.
By Donna LeValley Last updated
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How to Find the Best Consumer Discretionary Stocks to Buy
Consumer discretionary stocks are a bet on the broader economy. But how do investors narrow the field to find the best ones to buy?
By Kyle Woodley Last updated
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A Guide to Amazon Prime Day — How to Bag the Best Deals
Our guide to Amazon Prime Day. From finding the best deals and whether it is worth the hype.
By Kathryn Pomroy Last updated
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The Best Consumer Staples Stocks To Buy
In an uncertain market, the best consumer staples stocks provide consistency and stability to portfolios.
By Kyle Woodley Last updated
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The TCJA: Key Facts on the Tax Cuts and What's Extended for 2025
Tax Law How many of the extended TCJA provisions in the so-called 'One Big Beautiful Bill' (OBBB) will impact your wallet?
By Kate Schubel Last updated
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EV Charger Tax Credit for 2025? What You Need to Know
Tax Credits The federal EV charger tax credit for electric vehicle charging stations and equipment is going away sooner than expected.
By Kelley R. Taylor Last updated
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Save More with Tax Credits for Energy-Efficient Home Improvements While You Still Can
Tax Breaks Trump's new GOP tax bill ends many key energy tax credits for home improvements. Here's what you need to know.
By Kate Schubel Last updated
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The Average 401(k) Balance by Age
How did your 401(k) balance stack up versus peers in the first quarter? If you fell short, use it as motivation to save more.
By Adam Shell Last updated
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Six Medicare Changes Coming in 2026
Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception.
By Donna LeValley Last updated
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A Little-Known Tax-Free Way To Help Pay Your Student Loan
Student Debt Employers can provide valuable assistance with employee student loan repayments.
By Kelley R. Taylor Last updated
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SALT Deduction 2025: Three Things to Know Now
Tax Deductions Changes to the state and local tax (SALT) deduction in the so-called 'One Big Beautiful Bill' have this tax break in the spotlight.
By Kelley R. Taylor Last updated
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Mom needs a nursing home. Should I spend down her assets so she qualifies for Medicaid?
We asked expert financial advisers for their advice.
By Maurie Backman Published
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Financial Fact vs Fiction: Why Your 'Magic Number' Isn't Actually Magical
Do you think you're diversified if you're invested in the S&P 500 and Nasdaq? Do you think your tax rate will fall in retirement? Think again — and read on for other myths that could be leading you astray.
By Scott McClatchey, CFP® Published
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Opportunity Zones: An Expert Guide to the Changes in the One Big Beautiful Bill
The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantages.
By Daniel Goodwin Published