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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
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How to Declutter Your Home If You're Moving or Downsizing
Planning to declutter your home — whether you're moving or downsizing — can be overwhelming. Here's how to do it.
By Dawn Wotapka Last updated
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Green ETFs and Mutual Funds for Growth Investors
ESG Environmental themes like renewable energy, electric vehicles and battery storage can be more enticing when pooled in funds.
By Nellie S. Huang Last updated
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The Best Travel Rewards Credit Cards for You
credit cards Leisure and business travelers can use travel rewards credit cards to turn miles logged into other things — including more travel.
By Ellen Kennedy Last updated
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Hilton Honors Card Bonus Offer Worth up to $780
Earn up to 130,000 Hilton Honors bonus points, plus a $200 annual credit with the American Express Surpass Card.
By Ellen Kennedy Last updated
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Why Business Owners Should Review Their Buy-Sell Agreements
A recent tax case now before the U.S. Supreme Court hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.
By John M. Goralka Last updated
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Retirees Face Significant Tax Bills Due to Fraud
Fraud A new report sheds light on how older adult scam victims end up with big tax bills and lost retirement savings.
By Kelley R. Taylor Last updated
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Strategies to Optimize Your Social Security Benefits
To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working.
By Jason “JB” Beckett Published
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Don’t Forget to Update Beneficiaries After a Gray Divorce
Some states automatically revoke a former spouse as a beneficiary on some accounts. Waivers can be used, too. Best not to leave it up to your state, though.
By Andrew Hatherley, CDFA®, CRPC® Published
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What’s the Difference Between a CPA and a Tax Planner?
CPAs do the important number crunching for tax preparation and filing, but tax planners look at the big picture and come up with tax-saving strategies.
By Joe F. Schmitz Jr., CFP®, ChFC® Published