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What to Put in a Safe Deposit Box
home These valuables and documents, along with some items you hold dear, should be stored securely at your bank.
By Bob Niedt Last updated
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The 6 Best Books on Investing
investing These six books will help you be a better investor.
By Coryanne Hicks Last updated
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How to Start Investing In the Stock Market: A Beginner's Guide
Learning how to invest in the stock market can be overwhelming, but this guide provides some first steps for newbies.
By Charles Lewis Sizemore, CFA Last updated
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Things You’ll Regret Keeping in a Safe Deposit Box
savings Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
By Bob Niedt Last updated
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10 Most Tax-Friendly States for Retirees
Taxes in Retirement If you’re looking for the best place to retire, you may want to consider one of these most tax-friendly states for retirees.
By Katelyn Washington Last updated
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How to Find a Financial Adviser
Choosing the right financial adviser for you is a very personal decision, not to mention critical for long-term financial success. Knowing where to look to find an adviser is key, too.
By Kelli Kiemle, AIF® Last updated
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A Financial Checklist for Widows
An interview with a financial adviser about the financial steps widows should take.
By Janet Bodnar Last updated
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Last Chance for Costco Auto Program: up to $3,000 off Audis
Get a new Audi with a Costco Auto Program discount.
By Ellen Kennedy Last updated
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Pros and Cons of Waiting Until 70 to Claim Social Security
Waiting until 70 to file for Social Security benefits comes with a higher check, but there could be financial consequences to consider for you and your family.
By Patrick M. Simasko, J.D. Published
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Now Could Be Time for Private Investors to Make Their Mark
The venture capital crunch may be easing, but it isn't over yet. That means there could be direct investment opportunities for private deal investors.
By Thomas Ruggie, ChFC®, CFP® Published
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What is the Gift Tax Exclusion for 2024?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
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10 Things You Should Know About Selling Your Home to Downsize in Retirement
What to know about selling your home in order to downsize in your retired years.
By Laura Vecsey Published
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How to Stop Boredom From Ruining Your Happy Retirement
Retirees who explore new interests and have an active social life are more likely to find joy — and even greatness — in the newfound freedom of retirement.
By Richard P. Himmer, PhD Published
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The Life-or-Death Answers We Owe Our Loved Ones
How our life ends isn’t always up to us, but that question too often must be answered by loved ones and health care workers who don’t know what we would want.
By Joel Theisen, RN Published
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Should You Be Investing in a 529?
Learn how to maximize investing in a 529, a state-sponsored college education savings account for qualifying educational expenses.
By Emma Patch Published
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Why So Many Men are Bad at Retirement
Older men today came of age amid the social upheavals of the 1960s and ’70s, but their formative years were deeply planted in the traditional world of segregation and sexual stereotyping.
By Dawn Fallik Published
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Hot Tips for Home Buyers and Sellers Right Now
Real estate looks to be especially hopping this spring, thanks to pent-up demand and buyers adjusting to higher mortgage rates. Here’s how you can prepare.
By Pam Krueger Published
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How Long Should You Keep Tax Records?
Tax Records Keep your tax records at least until the time limit for an audit runs out—and even longer for some records.
By Rocky Mengle Last updated
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7 Steps to Find the Right Retirement Community for You
A retirement community can be a great option as you age. Here are seven steps to finding the right one for you.
By Daniel Bortz Last updated
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Home Energy Improvements Benefit Both Your Wallet and the Environment
Home energy improvements let you save on electricity bills while also reducing greenhouse gas emissions.
By Erin Bendig Published
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7 Great Places to Live in Texas
New residents are coming to Texas in droves to take advantage of the state's lack of personal income tax and its affordable housing.
By Brittany Leitner Last updated
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What to Do When Your Rent is Too High
If your rent is too high, options for consumers are limited, but there are some things you can do if you're facing a rent increase.
By Elaine Silvestrini Last updated
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Save Big By Going Green At Home
New legislation is packed with tax breaks for homeowners who upgrade to energy-efficient systems and appliances. Bonus: You’ll slash your utility bills.
By Daniel Bortz Last updated
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Inherited an IRA? Four Things Every Beneficiary Should Know
Inherited IRA Inherited IRA distribution rules have changed in ways that can significantly impact your taxes and tax strategy.
By Kelley R. Taylor Last updated
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Is 100 the New 70?
Eating well, exercising, getting plenty of sleep and managing chronic stress can help make you a SuperAger. Funding that long life requires longevity literacy.
By Phil Wright, Certified Fund Specialist Published
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Nine Lessons to Be Learned From the Hilton Family Trust Contest
Disclaimers, good communication, post-marital agreements and more could help avoid conflict in a family after the owners of a wealthy estate pass away.
By John M. Goralka Published
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Water Investing: 5 Funds You Should Tap
ETFs As the importance of water sustainability becomes ever more apparent, so too do the potential rewards of investing in water.
By Coryanne Hicks Last updated
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What Is Bitcoin Halving and Why Is It Important?
A bitcoin halving event is expected to occur within the next few days. Here's what it could mean for bitcoin prices and investors.
By Randy Ginsburg Last updated
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Kiplinger ESG 20: Our Favorite ESG Stocks and Funds for Investors
Investing for Income Doing good and making money are no contradiction with these ESG stock and fund picks that ride the trend of socially conscious investing.
By Nellie S. Huang Last updated