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2023 401(k) Contribution Deadline Coming Soon
401(k) Contributions Year-end is the deadline for making max 401(k) contributions that can increase your savings for retirement and help lower your tax bill.
By Kelley R. Taylor Last updated
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The Best and Worst Ways for Retirees to Give on Giving Tuesday
Cash donations are certainly the most convenient, but you could be overlooking significant tax advantages by taking the easy way.
By Evan T. Beach, CFP®, AWMA® Published
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From Breadwinner to Retiree: How to Manage the Transition
Many people arrive at retirement with mixed emotions, including anxiety. Making the transition involves a profound shift in your mindset.
By Erin Wood, CFP®, CRPC®, FBSⓇ Published
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It’s Giving Tuesday: Charity Strategies the Wealthy Can Apply
When markets are down and interest rates are high, philanthropy can take a hit. Here are some ways that affluent consumers can make the most of their charitable giving.
By Karen Harding, CFA Published
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Looking for a Job? Here’s How Not to Get Hired
A pair of HR consultants offer some advice to help people heading out on interviews to land that job.
By H. Dennis Beaver, Esq. Published
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District of Columbia Tax Guide
State Tax District of Columbia 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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Qualified Dividends vs Ordinary Dividends: What to Know
dividend stocks What are qualified dividends vs ordinary dividends? Here's how to determine which is which, and what that means for you.
By Charles Lewis Sizemore, CFA Last updated
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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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Stock Market Trading Hours: What Time Is the Stock Market Open Today?
Markets When does the market open? It's true the stock market does have regular hours, but trading doesn't necessarily stop when the major exchanges close.
By Michael DeSenne Last updated
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Best No-Fee High-Yield Savings Rates
Consider opening a no-fee high-yield savings account if you want a competitive rate for your cash with no strings attached.
By Erin Bendig Last updated
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How to Find the Best Jumbo CD Rates
Check out some of the top jumbo CD rates available today.
By Erin Bendig Last updated
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Best CD Rates
Find the highest CD rates available today in our guide.
By Erin Bendig Last updated
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IRS 1099-K Form: Who Will Get One for 2023?
Selling Online A new IRS 1099-K tax reporting requirement for payment networks like Venmo, PayPal, Amazon, and Cash App won't apply for 2023.
By Kelley R. Taylor Last updated
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How to Cushion Your Business Bank Account in an Uncertain Economy
Putting these practices in place can help your business weather the storm if economic disaster strikes.
By Clay Bethune Published
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Three Ways to Protect Your Retirement From Sequence of Returns Risk
Retiring in a down market doesn’t have to ravage your retirement, but safeguarding your savings requires planning well in advance.
By David McGill Published
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Single-Premium Insurance: A Different Way to Pay for Coverage
Single-premium programs enable you to pay future annual premiums on an existing or new policy by purchasing a single-premium immediate annuity (SPIA).
By Stefan Greenberg, CFP®, CFS, CLTC Published
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10 States With the Lowest Sales Tax
Sales Tax Living in one of the lowest sales tax states doesn't always mean you'll pay less.
By Katelyn Washington Last updated
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Many Mutual Funds Are Converting To ETFs: What To Know
Mutual fund conversions to an exchange-traded fund structure can save investors money and add convenience.
By Kim Clark Published
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5 Great Holiday Destinations for Retirees
Instead of spending the holidays with relatives, consider visiting these amazing destinations around the world for Christmas.
By Becca van Sambeck Published
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Six Charitable Giving Strategies: Feel Good and Cut Your Taxes
These strategies can help you spread the love even more to charities you trust while also taking advantage of different kinds of tax benefits.
By Marguerita M. Cheng, CFP® & RICP® Published
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How To Use Sector Rotation In Investing
Anticipating turns in the economy through sector rotation can pay off for nimble investors.
By Nellie S. Huang Published
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Four Reasons to Rent When You Downsize for Retirement
Renting is great when you want to test-drive a location, or you want more predictable costs. It might be easier for family relationships in the long run, too.
By Evan T. Beach, CFP®, AWMA® Published
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What Factors Affect Your Home Insurance Cost?
Eight features influence your home insurance cost. Here's how to whittle down your premium.
By Daniel Bortz Published
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Should You Buy Bonds Now? What To Consider
bonds The fixed-income market has been turned on its head in recent years, but there are still opportunities for those looking to buy bonds again.
By James K. Glassman Last updated
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Medicare Open Enrollment Is Ending Soon
Medicare During this period each fall, you can select a new Medicare Advantage or Part D plan or switch back to original Medicare.
By Donna LeValley Last updated
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What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
By Jackie Stewart Last updated
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Seven Tips to Score Black Friday Discounts
Use these tips to save money and score the best deals this Black Friday.
By Bob Niedt Last updated
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How to Keep Your Christmas Tree Alive Longer
You spent real money on a real Christmas tree — here's how to keep it alive longer.
By Ben Demers Last updated
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Fake vs. Real Christmas Tree: Which Will Save You More?
We pit fake Christmas trees vs. real ones to see which is cheaper. You could be saving money every year.
By Quincy Williamson Last updated