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An Investment Strategist Demystifies Direct Indexing: Is It for You?
You've heard of mutual funds and ETFs, but direct indexing may be a new concept ... one that could offer greater flexibility and possible tax savings.
By Jeremy Milleson Published
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Q2 2025 Post-Mortem: Rebound, Risks and Generational Shifts
As the third quarter gets underway, here are some takeaways from the market's second-quarter performance to consider as you make investment decisions.
By Prem Patel, MBA, IAR Published
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5 Great Places to Buy a Vacation Home Under $400K
Want a vacation home for remote work or a fun getaway? Here are locations with median prices under $400K.
By Brittany Leitner Last updated
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Four Proposed Changes to Medicare in the One Big Beautiful Bill Act
Four Proposed Changes to Medicare in the One Big Beautiful Bill Act — and What Ended Up in the Signed Bill
By Donna LeValley Last updated
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10 Best Target-Date Fund Families
mutual funds The best target-date funds are a "set it and forget it" approach to your retirement, but which fund family should you trust with your money?
By Coryanne Hicks Last updated
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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 Carla Ayers Last updated
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$1,500 to $3,000 Amex Card Intro Offer
Earn 150,000 Membership points when you charge $20,000 within three months. You can also earn a $500 credit for booking at least $2,500 through Amex travel.
By Ellen B. Kennedy Last updated
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Verizon’s Free iPhone Deal: What to Know Before You Switch or Upgrade
Verizon is offering a free smartphone — including the latest iPhones — with any myPlan, plus a three-year price lock. But is it really the best deal for you?
By Choncé Maddox Last updated
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This 401(k) Withdrawal Snafu Could Knock Your Portfolio off Course
Few financial advisers have heard of this 401(k) withdrawal issue. Here's how to safeguard your portfolio.
By Adam Shell Published
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A Financial Checklist for Your College-Bound Kids
Is your child heading off to college this fall? If so, make sure they're prepared and protected in these four key areas.
By Ella Vincent Published
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Why Homeowners Should Beware of Tangled Titles
If you're planning to pass down property to your heirs, a 'tangled title' can complicate things. The good news is it can be avoided. Here's how.
By Adam Frank Published
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A Cautionary Tale: Why Older Adults Should Think Twice About Being Landlords
Becoming a landlord late in life can be a risky venture because of potential health issues, cognitive challenges and susceptibility to financial exploitation.
By H. Dennis Beaver, Esq. Published
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Home Equity Evolution: A Fresh Approach to Funding Life's Biggest Needs
Homeowners leverage their home equity through various strategies, such as HELOCs or reverse mortgages. A newer option: Shared equity models. How do those work, and what are the pros and cons?
By Craig Corn Published
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Aging: The Overlooked Risk Factor
Sponsored Elder care is a personal and financial vulnerability many people fail to plan for.
By Whittier Trust Company Published
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3 Retirement Income Mistakes—And How Bond Ladders Can Help You Avoid Them
Sponsored by Stone Ridge Asset Management
Sponsored Many retirees unknowingly jeopardize their financial security by making three common income-investing mistakes. Learn how bond ladders—made easier with LifeX ETFs—can help lock in predictable retirement income.
By Stone Ridge Asset Management Published
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The 10 Safest Countries to Visit
Travel Check out where to travel safely before you book international travel.
By Brittany Leitner Last updated
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5 Ways to Save on Summer Flights
Travel Follow these strategies to avoid paying top dollar to fly across the Atlantic.
By Cameron Huddleston Last updated
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How to Get a Refund for a Delayed or Canceled Flight
Travelers can turn to these flight refund guidelines when their plans are disrupted by bad weather or airline mishaps.
By Ben Demers Last updated
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Costco Vacation Deals: Should You Buy One?
Thinking of trying a vacation package? Costco vacation deals, along with deals from BJ's and Sam's Club, are convenient and save you money. But what about the downsides?
By Daniel Bortz Last updated
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How to Buy Treasury Bills
Rates on short-term bills are generous, with no risk. Here's a look at how Treasury bills work and how to buy them.
By Emma Patch Last updated
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AI vs the Stock Market: How Did Alphabet, Nike and Industrial Stocks Perform in June?
AI is a new tool to help investors analyze data, but can it beat the stock market? Here's how a chatbot's stock picks fared in June.
By Karee Venema Published
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The Best Vanguard ETFs to Buy
The best Vanguard ETFs all feature rock-bottom fees, large asset bases and long trading histories. Here are a few of our favorites.
By Jeff Reeves Last updated
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The Best Tech Stocks to Buy
Tech stocks are the market's engine of growth. But what defines a tech stock? How do you find the best ones to buy? We take a look here.
By Kyle Woodley Last updated
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5 Best Commodity ETFs to Buy Now
ETFs These commodity ETFs provide exposure to a broad basket of raw materials via futures contracts. But beware: They can be complex and come with higher fees.
By Tony Dong, MSc Last updated
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Six Steps to Appeal Your Property Tax Bill
Property Tax As home values increase nationwide, property taxes are also on the rise.
By Lisa Gerstner Last updated
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Ohio Tax Guide 2025
State Tax Explore Ohio's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Ohio compares nationwide.
By Katelyn Washington Last updated
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How to Find the Best Jumbo CD Rates
The best jumbo CD rates earn you a return as high as 4.5%. See our top choices.
By Erin Bendig Last updated
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How the IRS Taxes Retirement Income
Retirement Taxes It's important to know how common sources of retirement income are taxed.
By Kelley R. Taylor Last updated
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Pennsylvania Tax Guide 2025
State Tax Explore Pennsylvania's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Pennsylvania compares nationwide.
By Katelyn Washington Last updated