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Seven Great Places to Retire in Florida
Retirement The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, and a relatively low cost of living. Here's a look at where to live.
By Kathryn Pomroy Last updated
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How to Apply for Social Security Online or In Person at Any Age
There are two ways to apply for Social Security retirement benefits. When you apply for benefits has no impact on how you file to claim your benefits.
By Donna LeValley Last updated
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The Many Definitions of Modified Adjusted Gross Income (MAGI)
Income Tax The definition of modified adjusted gross income differs depending on what the calculation is used for.
By Joy Taylor Last updated
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Taxable Income: What It Is and How to Calculate It
Income Tax Understanding taxable income can help reduce tax liability.
By Katelyn Washington Last updated
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Five Stocks to Buy for a Trump Presidency
The second Trump presidency is well underway, and these five stocks are set to benefit.
By Will Ashworth Last updated
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6 Cybersecurity Stocks to Buy Now
tech stocks With global security spending continuing to rise, these cybersecurity stocks are worth a closer look.
By Tom Taulli Last updated
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How to Tell Your Own Story
Your life told well could be the best gift you can leave.
By James R. Hagerty Published
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Take It From a Tax Attorney: This Is a Magic Multimillion-Dollar Tax-Saving Strategy
The qualified small business 1202 stock exemption is a $10 million exclusion that seems too good to be true and is often overlooked.
By John M. Goralka Published
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What Would You Like to Leave Behind? A Financial Planner's Guide to Family Wealth Discussions
Communicating about your assets and plans for passing them on increases clarity while preventing surprises and family disputes.
By Martin Baker, CFP®, CEPA® Published
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Save $40 On A Costco Membership With This Deal
New members can save $40 on a one-year Exclusive Gold Star Costco membership thanks to a new deal from Stack Social.
By Erin Bendig Last updated
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Costco vs. Sam's Club: Which Warehouse Club Is Best for Your Wallet?
Smart Buying When comparing Costco vs. Sam's Club, which comes out ahead? We checked how they stack up in several areas. Here's what we found.
By Erin Bendig Last updated
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Costco Next: The Open Secret of Costco Shopping
Costco Costco Next is a specialty shopping zone on Costco's website that has highly curated products at discounted prices.
By Bob Niedt Last updated
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22 Things You Shouldn’t Buy at Warehouse Clubs
Costco We talked to shopping experts to find out which products shoppers should steer clear of (and why) at warehouse clubs like Costco, Sam's Club and BJs.
By Bob Niedt Last updated
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The Surprising Truth About Loneliness and Longevity
We've all heard about the epidemic of loneliness that can shorten lives and make retirement miserable. But there's more to the story.
By Christy Bieber Published
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The Dollar Index Is Sliding. Is Your Portfolio Prepared?
The dollar's fall has been troubling because inflation appears to be constrained and the economy has been strong. Here's what it means for investors.
By James K. Glassman Published
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Four Real Stories of Families Who Faced Down Natural Disasters
Four families whose homes were damaged or destroyed share their stories.
By Kimberly Lankford Published
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Seven Financial Considerations When Downsizing for Retirement
With prices going up on everything, you may be looking for a cheaper place to live. To truly evaluate costs, take a hard look at taxes and intangibles.
By Evan T. Beach, CFP®, AWMA® Published
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I Have Plenty of Money: Why Do I Need a Long-Term Care Plan?
Long-term care planning, whether through insurance or self-funding, is crucial not only for financial protection but also to preserve family relationships and reduce the emotional and logistical burdens on loved ones.
By Victoria Larson, RICP® Published
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The 10 'Real' Richest Counties in the US
Real Estate People living in the richest counties in America enjoy high incomes without the heavy cost pressures that usually come with them.
By Dan Burrows Last updated
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How to Plan the Perfect Italian Dream Trip After 60
Proper preparation is everything for U.S. retirees when planning an Italy "trip of a lifetime."
By Brian O'Connell Published
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The GENIUS, CLARITY, and Anti-CBDC Acts: What Bitcoin Investors Need to Know
Movement on the crypto front at the federal level has the potential to usher in substantial change. Here's what it means for your portfolio.
By Jeff Reeves Published
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Wellness Stocks to Invest in Now
Breakthroughs that help us live longer, healthier lives can also create opportunities for investors.
By Nellie S. Huang Published
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My First $1 Million: Retiree, 63, Chicago Metro Area
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
By Joyce Lamb Published
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I Let AI Plan My Next Vacation. The Results Were Unexpected.
Some people are turning to AI tools instead of travel planners for their trips — and it does have its perks.
By Becca van Sambeck Published
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Three Steps for Evaluating a Downsize in Retirement: A Financial Planner's Guide
Unless you think things through, you could end up with major (and costly) regrets. To make the right choice, base it on the three keys to retirement happiness.
By Evan T. Beach, CFP®, AWMA® Published
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Worried About Your Retirement Income? Four Questions to Ask Yourself, From a Financial Planner
If you're nearing or in retirement and stressing about your retirement income (so many of us are), consider taking some time to think about these four issues.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Want To Retire at 62? See if You Can Answer These Six Questions
Ready to stop working at 62, but aren't sure if you can make it happen? If you answer yes to these questions, retirement may be on the horizon.
By Donna Fuscaldo Last updated
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Five Ways to Catch Up on Retirement Savings
If you’re in your highest-earning years, you can make up for lost time.
By Sandra Block Last updated
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Should You Convert a Traditional IRA to a Roth After 60?
retirement You can convert an IRA to a Roth no matter how old you are. But if the conversion boosts your income, it could have tax consequences.
By Kimberly Lankford Last updated