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The Best Credit Cards to Use When Renting Cars
Need a car when you travel? Here are the best credit cards that offer rental car insurance.
By Ellen B. Kennedy Last updated
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Eight Things You Must Know About Retiring to the Carolinas
retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt Last updated
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When Is the Next CPI Report?
CPI Reports When does the next CPI report land and what inflation rate is expected?
By Dan Burrows Last updated
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The Best Covered-Call ETFs to Buy
Covered-call ETFs can provide consistent, above-average income generation, but they can also cap potential upside. Here's what to look for.
By Tony Dong, MSc Published
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Do You Need a Family Office? Four Signs for the Very Wealthy
You may need a family office if you are a high-net-worth individual, because "being wealthy turns a family into a family business."
By Adam Shell Last updated
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Wealth Advisers: In Estate Planning, the End Is Just the Beginning
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time.
By Nicole Jackson-Leslie, JD, 21/64 Certified Advisor Published
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Stood Up by a Radio Show: But Was It a Breach of Contract?
A conscientious financial planner reschedules his clients after being invited onto a talk show and ends up losing one of them at a cost of $5,000. What does the radio show owe him, if anything?
By H. Dennis Beaver, Esq. Published
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The Eight Best Places to Retire for Renters
Kiplinger looked at great places to retire in the United States for people planning to rent their living space.
By Sandra Block Last updated
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Do You Really Need Home Insurance?
Homeowners insurance is required by most mortgage lenders, and is included in your mortgage payment.
By Seychelle Thomas Last updated
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How to Help Your Children Buy a Home
Family Finances If you want to help your children buy a home your options range from family loans to outright gifts.
By Emma Patch Last updated
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How to Save on Booking a Cruise
Booking a cruise using credit card rewards and travel agents can help snag the best deals.
By Ellen B. Kennedy Last updated
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What Trump’s 'Big Beautiful Bill' Means for Your Utility Bills
If passed, the 'Big Beautiful Bill' could make home energy upgrades more expensive and raise monthly costs. Here's how much more you might pay and how to prepare.
By Laura Gariepy Published
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What Boomers and Gen Xers Can Learn from Younger Colleagues
Whether you're Gen X or a baby boomer, your younger colleagues' opinions on work may help you find a new job or be happier in the one you've got.
By Christy Bieber Published
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Ten Cheapest Places to Live in Texas
Property Tax Looking for a cheap place to live in Texas? Look no further. These counties have the lowest property tax bills in the Lone Star State.
By Kate Schubel Last updated
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Over 50 and Still Paying Student Loans? Here's Some Help
It's the club no one wants to join. But if you are over 50 and still paying student loans, there are ways to tackle both debt and retirement savings.
By Maurie Backman Published
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Eight Estate Planning Steps to Protect Your Loved Ones (and Your Legacy)
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later.
By Alex Allegro Published
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The Six Pros This Adviser Says You Need to Sell Your Business
Selling your business isn't as simple as getting the best price and walking away. These are the six professionals you'll need to get a deal across the finish line.
By Evan T. Beach, CFP®, AWMA® Published
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AI Is Missing the Wisdom of Older Adults: What It Means for You
AI will increasingly affect your health care and finances, but young workers are primarily designing the systems and getting most of the jobs.
By Jacob Schroeder Published
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The Three C's to Financial Success: A Financial Planner's Guide to Build Wealth
Consistency, commitment and confidence in your chosen strategy are more critical to your financial success than finding the 'perfect' financial plan.
By Eric Roberge, Certified Financial Planner (CFP) and Investment Adviser Published
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A Financial Adviser's Guide to Solving Your Retirement Puzzle: Five Key Pieces
If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution.
By Katie Woloshin Corsetto Published
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Baby Boomers vs Gen X: Who Spends More?
Baby Boomers and Gen X are guilty of spending a lot of money. Here's a look at where their money goes.
By Donna Fuscaldo Published
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Retire in Finland and Live the Nordic Dream
Here's how to retire in Finland as a U.S. retiree. It's ideal for those who value natural beauty, low crime and good healthcare.
By Brian O'Connell Published
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You're Close to Retirement and Cashed Out: How Do You Get Back In?
If you've been scared into an all-cash position, it's wise to consider reinvesting your money in the markets. Here's how a financial planner recommends you can get back in the saddle.
By Evan T. Beach, CFP®, AWMA® Published
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After the Disaster: An Expert's Guide to Deciding Whether to Rebuild or Relocate
Homeowners hit by disaster must weigh the emotional desire to rebuild against the financial realities of insurance coverage, unexpected costs and future risk.
By Mallon FitzPatrick, CFP®, AEP®, CLU® Published
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A Financial Expert's Tips for Lending Money to Family and Friends
What starts as a lifeline can turn into a minefield if the borrower ghosts the lender. Following these three steps can help you avoid family feuds over funds.
By Neale Godfrey, Financial Literacy Expert Published
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What It's Really Like Living in the Margaritaville Retirement Community
Retirees looking for an active lifestyle are turning to retirement communities like Latitude Margaritaville. Here’s what it’s like to live out your retirement in one of its three sprawling communities.
By Donna Fuscaldo Last updated
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Annuities: Do You Need Guaranteed Income In Retirement?
Annuities are now an option in some 401(k)s but that doesn't mean they should be included in your retirement plan.
By Donna Fuscaldo Last updated
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Nine Things You’ll Spend More on in Retirement
retirement Groceries and utilities are just two of the items that will put greater demands on your hard-earned savings once you reach your golden years.
By Bob Niedt Last updated
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Nine Things You'll Spend Less on in Retirement
retirement There are at least nine categories that you will spend less on in retirement years.
By Bob Niedt Last updated