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Manage an Inheritance Like a Pro in Just Seven Steps
inheritance How you handle an inheritance is key. A bequest could change your life, but don’t quit your day job.
By Sandra Block Last updated
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Kiplinger Interest Rates Outlook: Cuts Expected to Continue
Forecasts Kiplinger's experts forecast what's happening and what's next for interest rates and the Federal Reserve.
By David Payne Last updated
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The Original Property Tax Hack: Avoiding The ‘Window Tax’
Property Taxes Here’s how homeowners can challenge their home assessment and potentially reduce their property taxes — with a little lesson from history.
By Kate Schubel Published
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I Retired at 60 Two Years Ago With $3.1 Million. My 62-Year-Old Wife Still Works Because She Wants to, but She Resents My Free Time. Help!
We asked a psychologist and a mediation expert for advice.
By Maurie Backman Published
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Five Downsides of Dividend Investing for Retirees
Can you rely on dividend-paying stocks for retirement income? You'd have to be extremely wealthy — and even then, the downsides could be considerable.
By Evan T. Beach, CFP®, AWMA® Published
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Is a 55+ Community Right For You?
Before you sign on the dotted line, consider HOA fees and community culture.
By Robyn A. Friedman Last updated
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My Mortgage Rate is 6.5%. Should I Refinance If Rates Fall By Half a Point
A half-point dip may not be enough to offset closing costs. Here's the magic number that makes refinancing pay off.
By Choncé Maddox Last updated
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Five Estate Planning Pitfalls and How to Avoid Them
From procrastination to AI, these five estate planning pitfalls could mean your heirs are left with bureaucratic hassles — or a reduced inheritance.
By MP Dunleavey Last updated
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The 10 Most Costly Social Security Mistakes to Avoid
Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.
By Donna LeValley Last updated
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Should You Refinance Your Mortgage Now That the Fed Just Cut Rates?
The Fed just cut rates, so mortgage refinance rates will be cheaper. Should you act now, or wait?
By Donna LeValley Last updated
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The Social Security Test Every Wealthy Retiree Must Take
When you work and collect Social Security benefits before your FRA, you are subject to the Retirement Earning Test that could result in a temporary reduction of your benefits.
By Donna LeValley Published
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How to Retire Early in Seven Steps
Here is the secret sauce for how to retire early. Just be sure it's what you really want.
By Jacob Schroeder Last updated
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Mega Millions After Taxes: How Much Will the Winner Get?
Lottery Taxes A Mega Millions jackpot winner will take home much less than the advertised jackpot amount, thanks to taxes.
By Katelyn Washington Last updated
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Grant Cardone Tells Us the Biggest Retirement Mistake You Can Make
The entrepreneur, real estate investor and motivational speaker tells us why people should never stop working.
By Donna Fuscaldo Published
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To Keep Your Retirement on Track, Control These Three Levers
Think of investing in terms of time, savings and risk. By carefully monitoring all three, you'll keep your retirement plans heading in the right direction.
By Scott Noble, CPA/PFS Published
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15 Money-Saving Travel Tips for Retirees
travel Globetrotting in your golden years doesn't have to cost a fortune. Here are some ways to cut down on your travel expenses.
By Jackie Stewart Last updated
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Should You Get a Long-Term or Short-Term CD Before the Fed Meeting in October?
Is a long-term or short-term CD better to open before the Fed meeting this week? Here's what you need to know.
By Erin Bendig Last updated
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15 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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Where to Move Your Money Before the Next Fed Meeting
Savings rates remain high for now. But with the Fed likely to cut rates at its October meeting, it's time for savers to lock in rates now.
By Donna LeValley Last updated
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I Have $150,000 That I Don't Need Anytime Soon, But I Don't Want to Put it in the Market. What Should I Do?
My strategy offers a guaranteed return that can earn you thousands effortlessly.
By Sean Jackson Last updated
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Is Investing In Gold Worth It? How Gold Prices Have Changed
gold Gold can do well in times of trouble but its long-term record isn't so lustrous.
By Dan Burrows Last updated
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2026 Social Security COLA is 2.8%: What You Need to Know
The SSA has announced the 2026 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap, and the earnings requirements for Social Security credits.
By Donna LeValley Last updated
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If You'd Put $1,000 Into Microsoft Stock 20 Years Ago, Here's What You'd Have Today
Microsoft Microsoft has been an astounding buy-and-hold bet for truly long-term investors.
By Dan Burrows Last updated
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CMS Brings Back Furloughed Staff for Open Enrollment Lifeline
The government has recalled approximately 3,000 workers to assist with Medicare and ACA Marketplace Open Enrollment.
By Donna LeValley Published
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Trump’s 2025 Tax Bill: What’s Changing and How It Affects Your Taxes
Tax Law From standard deduction amounts to tax brackets and Medicaid cuts, here’s what individual filers need to know about tax changes in Trump's so called "big beautiful bill."
By Kelley R. Taylor Last updated
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Quiz: How Well Do You Understand the Social Security Earnings Test?
Quiz Test your basic knowledge of the Social Security earnings test in our quick quiz.
By Donna LeValley Published
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The 'Go Live Your Life' Rule of Retirement Spending
The 'guardrails approach' to retirement spending signals when you can spend more and when you need to rein it in, giving you greater flexibility in your post-work life.
By Donna Fuscaldo Published
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Targa Resources, Take-Two Interactive, Boston Scientific: Why Experts Rate These Stocks at Strong Buy
Wall Street is highly bullish on these three high-quality stocks.
By Dan Burrows Published
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Debunking Myths About Defined Outcome ETFs (Buffered ETFs)
Defined outcome ETFs offer a middle ground between traditional equity and fixed-income investments, helping provide downside protection and upside participation.
By Ben Sullivan, CFA®, CFP® Published
