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  • October

    • HOT TOPIC: The Fed Finally Cut Interest Rates
    • Can You Put the Brakes on Rising Auto Insurance Premiums?
    • Do You Have Enough Life Insurance?
    • Making the Most of Your Credit Card
    • A Pension Strategy That May Boost Your Income
    • What’s Your Real Return?

  • September

    • HOT TOPIC: Should You Worry About Market Volatility?
    • It’s Complicated: Inheriting IRAs and Retirement Plans
    • Retroactive Social Security Benefits: A Chance to Turn Back Time
    • Eight Great Investing Quotes
    • Thinking of Selling Your Home? Don’t Be Surprised by Capital Gains Taxes
    • Just Your Average Millionaire

  • August

    • HOT TOPIC: Real Estate Commission Changes Around the Corner
    • Watch for These Hazards on the Road to Retirement
    • Mixing It Up: Asset Allocation and Diversification
    • After the Loss of a Loved One, Watch Out for Scams
    • Consumer Sentiment: Do Americans See Brighter Days Ahead?
    • Equity REITs: Is There Room for Real Estate in Your Portfolio?

  • July

    • HOT TOPIC: The Economic Impact of an Aging World
    • Should You Buy or Lease Your Next Vehicle?
    • Birthday Benefits Quiz
    • The IRS Wants More Info About Your Gig Income
    • Can Home Improvements Lower Your Tax Bill? It Depends
    • Saving for College: 529 Plan vs. Roth IRA

  • June

    • HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates
    • Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
    • Do You Need to Adjust Your Tax Withholding?
    • Insurance Gaps May Pose Risks for High-Net-Worth Households
    • The United States Is Older Than Ever Before
    • Are You Spending Money to Keep Stuff You Don’t Need?

  • May

    • HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
    • Market Measures: Beyond the Dow
    • New SAVE Repayment Plan Offers Key Benefits
    • ESG Investing in the Spotlight
    • Housing Market Trends: Are They Helping or Hurting the Economy?
    • Where Will You Live as You Grow Older?

  • April

    • HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
    • Beware of These Life Insurance Beneficiary Mistakes
    • Individual Bonds vs. Bond Funds: What’s the Difference?
    • What’s Required of the Executor of an Estate?
    • How a Family Limited Partnership Can Power an Estate Plan
    • Fixed Annuities: Retirement Income for Now or Later

  • March

    • HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
    • Key Retirement and Tax Numbers for 2024
    • How Savers and Spenders Can Meet in the Middle
    • The Federal Reserve’s Key Meeting Dates in 2024
    • Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
    • Can Your Personality Influence Your Portfolio? New Research Points to Yes

  • February

    • HOT TOPIC: Tax Season News and Survival Tips
    • A New Year, A New Opportunity to Save with a 529 Plan
    • Don’t Forget About Credit When Planning for Retirement
    • Do You Have These Key Estate Planning Documents?
    • Debit or Credit — What’s the Difference?
    • Small Businesses Could Face Borrowing Challenges

  • January

    • HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024
    • Understanding Life Insurance
    • Will You Work Beyond Traditional Retirement Age?
    • Setting a Retirement Savings Goal
    • SECURE 2.0 Makes It Easier to Give and Receive
    • How to Kill Your Zombie Subscriptions

  • December

    • HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
    • Much Ado About RMDs
    • Medical Debt and Your Credit Report
    • ISM Indexes Watch for Trouble on Both Sides of the Economy
    • Why the EPA is Focusing on “Forever” Chemicals
    • New Medicare Rules Tackle Prescription Drug Prices

  • November

    • HDHP/HSA Pairing May Help Control Medical Costs
    • You’ve Received an Inheritance, Now What?
    • Bond Yields Are Up, but What Are the Risks?
    • Tax-Loss Harvesting Offers Chance at Silver Lining
    • Breaking Down Clean Vehicle Tax Credits for Business Owners

• Videos

  • Should You Pay Off Debt or Save for Retirement?
  • Should You Sell When the Market Drops?
  • 3 Potential Benefits of Dollar-Cost Averaging
  • The Basics of Social Security Retirement Benefits
  • Financial Planning: Helping You See the Big Picture
  • Stocks and Stock Mutual Funds 101
  • Bonds and Bond Mutual Funds 101
  • The Pros and Cons of a Big Tax Refund
  • Do You Know Who Your Beneficiaries Are?

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