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Eight Key Steps to Take When Investing in the Stock Market
The stock market can be a confusing place for beginners, but it doesn't have to be.
By Kiplinger Advisor Collective Published
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Confused by Annuities? Making Sense of the Different Types
Many investors aren't sure if annuities are a good option for meeting financial goals. Let's look at the different categories, along with their pros and cons.
By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC® Published
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Talkin' 'Bout My Generational Wealth: Baby Boomers
With retirement, each generation has different priorities and challenges. For Baby Boomers, it's a matter of ready or not, here it comes.
By Alvina Lo Published
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Six of the Best Small-Cap ETFs To Buy Now
ETFs Upcoming interest rate cuts have small-cap ETFs primed to outperform.
By Will Ashworth Last updated
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Four Tax-Friendly Ways to Pay for Long-Term Care Insurance
Long-Term Care Insurance Use these four tax-friendly ways to pay for your long-term care premiums.
By Kimberly Lankford Last updated
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Best 3-Year CDs
Here are the best 3-year CDs — with some accounts paying up to 5.00%
By Erin Bendig Last updated
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
By Sandra Block Last updated
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Harris Campaign Donations Soar: Are They Tax Deductible?
Election 2024 Explore tax rules and contribution limits of political donation in the 2024 presidential race.
By Kelley R. Taylor Last updated
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2023 and 2024 Tax Brackets and Federal Income Tax Rates
Income Tax Your income each year determines which federal tax bracket you fall into and which of the seven income tax rates applies.
By Kelley R. Taylor Last updated
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How to Avoid a Big Hassle if Your Financed Car Gets Wrecked
How an insurance check is made out for repairs can cause a world of problems if the lienholder is left out.
By H. Dennis Beaver, Esq. Published
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Estate Planning Strategies to Consider as Election Nears
Are big changes in tax laws coming soon? Not likely, but you might want to take advantage of higher estate and gift tax exemptions well before the end of 2025.
By David Handler, J.D. Published
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14 Social Security Tasks You Can Do Online
retirement Why visit a government office to get your Social Security business done? You can do much of that online.
By Bob Niedt Last updated
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When Is the Next Fed Meeting?
The FOMC is expected to stand pat on interest rates at the next Fed meeting.
By Dan Burrows Last updated
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7 Great Places to Live in Texas
New residents are coming to live in 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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How to Get Your Money's Worth From Your Financial Adviser
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations.
By Pam Krueger Published
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Think of Prenups and Postnups as Financial Planning Tools
These contracts provide a clear framework for asset management and protection and are especially useful if you get married later in life.
By Andrew Hatherley, CDFA®, CRPC® Published
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Avoid These Tax Surprises When Selling a Vacation Home
How to avoid certain tax surprises when you sell a vacation home.
By John Waggoner Published
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Congratulations on Your Raise: Three Things to Do With It
We're not saying you shouldn't spend it on a new car, but there are some considerations to guard against lifestyle creep and to help ensure a comfy retirement.
By Andrew Rosen, CFP®, CEP Published
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Why Your Investments Must Change as You Age — and How to Do It
As you age, how you invest your retirement portfolio should change, balancing growth and income.
By Simon Constable Published
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Check Off These Four Financial Tasks to Finish 2024 Strong
The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks could make a big difference.
By Daniel Razvi, Esquire Published
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Inherited an IRA? Five 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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States Sending 'Stimulus' Checks in 2024
Rebate Checks Some people are receiving one-time state rebate checks. Is your state sending money?
By Kelley R. Taylor Last updated
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18 Things You Should Know Before Shopping at Trader Joe’s
Smart Shopping Everything you need to know to save money and shop smarter at the quirky Trader Joe’s supermarket chain.
By Bob Niedt Last updated
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The Secret Credit Card for Amazon Shopping
This "secret" credit card for Amazon Prime shopping can maximize your cash back rewards. Plus get a $300 bonus.
By Erin Bendig Last updated
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Credit Card Bonuses Up to $1,600 for New Cardholders
Earn up to $1,600 when you sign up for a new credit card. Here are the best welcome offers for new cardholders.
By Ellen Kennedy Last updated
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7 Places to Buy a Vacation Home Safe From Climate Risks
Seven places where you can buy a vacation home that will stay safer from climate risks like hurricanes and wildfires.
By Becca van Sambeck Last updated
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Bond Ratings and What They Mean
investing Bond ratings assess the creditworthiness of your bond issuer, can help limit your risk of default and maximize yield.
By Donna LeValley Last updated
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5 Things You Can Get at Costco Without a Membership
Smart Buying We highlighted several popular Costco benefits that don't require a membership to the warehouse club. Take a look.
By Andrea Browne Taylor Last updated
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How Are Annuities Taxed?
annuities Annuities offer powerful tax advantages and have a few pitfalls (that are avoidable). Here's how to cut your taxes and avoid surprises.
By Ken Nuss Last updated