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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
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8 Best Energy ETFs to Buy
ETFs Oil and gas stocks are off to a hot start in 2024 and these energy ETFs can give investors exposure to the space.
By Kyle Woodley Last updated
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Best Marijuana Stocks to Buy: Cannabis Stocks for Investing
Kiplinger's Investing Outlook The best marijuana stocks have been put through the wringer for years. But with U.S. cannabis sales on the rise, these picks could finally have their day in the sun.
By Will Ashworth 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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Seven Steps Couples Should Take Before Blending Their Finances
Getting on the same page now can ensure you remain successful throughout your relationship.
By Kiplinger Advisor Collective Published
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Charitable Remainder Trust: The Stretch IRA Alternative
The SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
By Brandon Mather, CFP®, CEPA, ChFEBC® Published
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Three Ways to Take Control of Your Money During Financial Literacy Month
Budgeting, building an emergency fund and taking advantage of a multitude of workplace benefits can get you on track and keep you there.
By Craig Rubino Published
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Life Insurance Beneficiary: What It Is and How It Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
By Karon Warren Last updated
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33 Ways to Earn Extra Cash in 2024
business Check out these cool side hustles to earn bonus bucks this year.
By Bob Niedt Last updated
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The 5 Best Actively Managed Fidelity Funds to Buy Now
mutual funds In a stock picker's market, it's sometimes best to leave the driving to the pros. These Fidelity funds provide investors solid active management at low costs.
By Kent Thune Last updated
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10 Things You Should Know About Life Insurance
A collection of information about life insurance.
By David Rodeck Last updated
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What Not to Do if an Employee or Loved One Is Kidnapped
Businesses need to have a crisis plan in place so that everyone knows what to do and how to do it. Sometimes, calling the authorities isn’t recommended.
By H. Dennis Beaver, Esq. Published
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Why You Shouldn’t Let High Interest Rates Seduce You
While increased interest rates are improving the returns on high-yield savings accounts, that may not be an effective place to park your money for the long term.
By Kelly LaVigne, J.D. Published
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What Time Was the Tax Deadline?
Tax Day If you like to wait until the last possible minute to file your tax return, you should at least know how much time you have.
By Rocky Mengle Last updated
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How To Find the Best Vanguard ETFs
Investors looking for the best Vanguard ETFs would be wise to follow the philosophy of John Bogle, the asset manager's founder.
By Jeff Reeves Last updated
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Best High-Yield Savings Accounts
These are the top earning high yield savings accounts available today.
By Erin Bendig Last updated
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9 Best Fidelity Mutual Funds to Buy Now
mutual funds No matter your investing style, the best Fidelity mutual funds offer solid active management at relatively low costs.
By Jeff Reeves Last updated
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Best No-Fee High-Yield Savings Rates
Consider opening a no-fee high-yield savings account if you want a competitive rate for your cash with no strings attached.
By Erin Bendig Last updated
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Tax Day: Is the Post Office Open Late?
Tax Filing Tax Day means some people need to mail their federal income tax returns.
By Kelley R. Taylor Published
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How to Find the Best Jumbo CD Rates
Check out some of the top jumbo CD rates available today.
By Erin Bendig Last updated
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Best CD Rates
Find the highest CD rates available today in our guide.
By Erin Bendig Last updated
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10 Things You Need to Know About Retiring to Florida
Making Your Money Last If Florida is part of your retirement plan, we offer up a few tips to help you find your way.
By Bob Niedt Last updated
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Eight Reasons Why Your Home Insurance Costs Are Surging
Home insurance costs are skyrocketing, with specific factors driving the surge. Here's how to whittle down your premium.
By Daniel Bortz Last updated
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Mailing Your Tax Return This Year? What to Know Before You Do
Tax Filing There are plenty of reasons not to mail your tax return this year, but here’s what you should know if you are.
By Katelyn Washington Last updated
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Need to Build an Emergency Fund? Seven Steps to Get There
Having a safety net can mean peace of mind on top of being able to maintain your lifestyle if a financial emergency strikes.
By Justin Stivers, Esq. Published
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Which Type of Life Insurance Is Right for You?
Life insurance isn’t a one-size-fits-all option. Here are the differences between term life, whole life and indexed universal life insurance.
By Jay Dorso Published
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What Happens Financially When You Work One More Year?
The impact of saving more, spending less later and benefiting from an extra year or more of compounding can be truly staggering.
By Andrew Rosen, CFP®, CEP Published
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What Is Proxy Season and Should You Vote?
Proxy season is upon us, allowing investors to weigh in on corporate leadership and policies. Here, we look at proxy season and whether you should vote.
By Kyle Woodley Published