Personal Finance
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Personal Finance | LATEST STORIES
The Manufacturing Exit: Tax-Efficient Strategies for the 2026 Great Wealth Transfer
Early tax planning and the right deal structure can significantly reduce taxes when selling a manufacturing business.
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How Do We Spend a $250K Inheritance?
A $250K inheritance forces a choice: lifestyle upgrade or long-term investment.
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Looking Beyond the 4 Percent Rule: Modern Retirement-Drawdown Strategies
The 4 percent rule may be outdated—consider guardrails, buckets, or income floors to protect your retirement.
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Trump Backs Changes to Health Savings Accounts–What to Know
Some lawmakers want to breathe new life into an old idea by expanding the use of Health Savings Accounts.
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Working While You’re Collecting Social Security
Early Social Security claims may shrink your benefits—here’s what to know before you file.
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4 Strategies for an Organized Tax Season
Stay organized and plan ahead to save money and reduce tax-time stress.
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The 2026 Medicare Horizon: Projections for Health Care Costs
Rising health care costs are putting retirement savings to the test—can your plan keep up?
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Can I Deduct My Pet on My Taxes?
Your pet usually won’t lower your taxes—but in some cases, it just might.
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Are Used Car Prices Decreasing?
Used car prices remain volatile, leaving buyers weighing value against rising new car costs.
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Pros and Cons of Dividend ETFs for Retirees
Dividend ETFs can provide steady income—but investors should watch for hidden risks.
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Costco Credit Card Perks: When the Benefits Actually Make Sense for Households
The Costco Anywhere Visa Card by Citi can deliver strong rewards—especially for heavy gas and Costco shoppers.
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Tax Scams Are on the Rise: Here’s What to Know
Tax scams are surging this season, with AI making fraud more sophisticated and widespread.
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Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis
The step-up in cost basis can significantly reduce capital gains taxes on inherited assets.
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Great Trips for Solo Travelers
Solo travel is booming as more people embrace the freedom to explore on their own.
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The 70/20/10 Defense: A ‘Bare-Bones’ Budget Template for 2026 Economic Volatility
A budget strategy for times of economic turbulence.
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US Mortgage Rates Jump to 6.11 Percent
Recently, the Senate passed a bipartisan bill that aims to tackle the housing supply issue, and make homes more affordable.
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IRS Tax Tool Updated to Reflect New Deductions
The tool has incorporated updates related to overtime pay, tip earnings, senior deductions, and car loan interest payments.
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How to Resolve Conflicts With Your Adviser
Knowing how to deal with a disagreement can improve both your finances and your relationship with your planner.
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Social Security Payment Adjustment Predicted to Be 2.8 Percent in 2027, Group Says
‘That would be the exact same as last year’s COLA of 2.8 percent,’ a seniors group said.
|
Bridging the Medicare Gap: Affordable Health Insurance Strategies for Early Retirees in 2026
Retiring in 2026 could mean thousands more in Medicare premiums—unless you know the right strategy.
|
The Manufacturing Exit: Tax-Efficient Strategies for the 2026 Great Wealth Transfer
Early tax planning and the right deal structure can significantly reduce taxes when selling a manufacturing business.
|
How Do We Spend a $250K Inheritance?
A $250K inheritance forces a choice: lifestyle upgrade or long-term investment.
|
Looking Beyond the 4 Percent Rule: Modern Retirement-Drawdown Strategies
The 4 percent rule may be outdated—consider guardrails, buckets, or income floors to protect your retirement.
|
Trump Backs Changes to Health Savings Accounts–What to Know
Some lawmakers want to breathe new life into an old idea by expanding the use of Health Savings Accounts.
|
Working While You’re Collecting Social Security
Early Social Security claims may shrink your benefits—here’s what to know before you file.
|
4 Strategies for an Organized Tax Season
Stay organized and plan ahead to save money and reduce tax-time stress.
|
The 2026 Medicare Horizon: Projections for Health Care Costs
Rising health care costs are putting retirement savings to the test—can your plan keep up?
|
Can I Deduct My Pet on My Taxes?
Your pet usually won’t lower your taxes—but in some cases, it just might.
|
Are Used Car Prices Decreasing?
Used car prices remain volatile, leaving buyers weighing value against rising new car costs.
|
Pros and Cons of Dividend ETFs for Retirees
Dividend ETFs can provide steady income—but investors should watch for hidden risks.
|
Costco Credit Card Perks: When the Benefits Actually Make Sense for Households
The Costco Anywhere Visa Card by Citi can deliver strong rewards—especially for heavy gas and Costco shoppers.
|
Tax Scams Are on the Rise: Here’s What to Know
Tax scams are surging this season, with AI making fraud more sophisticated and widespread.
|
Estate Planning 101: What You Need to Know About the Step-Up in Cost Basis
The step-up in cost basis can significantly reduce capital gains taxes on inherited assets.
|
Great Trips for Solo Travelers
Solo travel is booming as more people embrace the freedom to explore on their own.
|
The 70/20/10 Defense: A ‘Bare-Bones’ Budget Template for 2026 Economic Volatility
A budget strategy for times of economic turbulence.
|
US Mortgage Rates Jump to 6.11 Percent
Recently, the Senate passed a bipartisan bill that aims to tackle the housing supply issue, and make homes more affordable.
|
IRS Tax Tool Updated to Reflect New Deductions
The tool has incorporated updates related to overtime pay, tip earnings, senior deductions, and car loan interest payments.
|
How to Resolve Conflicts With Your Adviser
Knowing how to deal with a disagreement can improve both your finances and your relationship with your planner.
|
Social Security Payment Adjustment Predicted to Be 2.8 Percent in 2027, Group Says
‘That would be the exact same as last year’s COLA of 2.8 percent,’ a seniors group said.
|
Bridging the Medicare Gap: Affordable Health Insurance Strategies for Early Retirees in 2026
Retiring in 2026 could mean thousands more in Medicare premiums—unless you know the right strategy.
|