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Latest News about Financial Planning

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Even with interest rate cuts, 2024 will be 'a very good year for savers,' expert says — how to 'lock in now'

January 16, 2024

What you need to know about financial advice as policymakers debate changes to the rules

January 15, 2024

FitBUX Review: Financial Planning and Coaching

January 15, 2024

What to know before buying the first bitcoin ETFs. FOMO 'is a poor investment strategy,' expert says

January 11, 2024

Why can’t today’s young adults leave the nest? Blame high housing costs

January 11, 2024

62% of adults age 50 and older have not used professional help to plan for retirement. Here’s why

January 10, 2024

It's time to boost 401(k) plan contributions for 2024. Here's how much you should save

January 08, 2024

With rate cuts on the horizon, here are 4 of the best places for short-term savings in 2024

January 06, 2024

IRS tax bracket changes could mean your paycheck is slightly bigger in 2024. Here's why

January 05, 2024

Setting aside $20 a day could help you save $1 million for retirement—if you start early

January 05, 2024

New change to 529 college savings plans has ‘so many caveats,’ advisor says. Here's what to know

January 03, 2024

Here's how long $1 million in retirement savings lasts in every state–and where it runs out the fastest

January 01, 2024

There’s still time to reduce your 2023 tax bill with these last-minute moves

December 28, 2023

You may be facing a Dec. 31 use-it-or-lose-it deadline with your flexible spending account. Here's what you need to know

December 27, 2023

‘Be your own advocate’ by knowing these 4 changes for 2023 taxes, advisor says

December 24, 2023

Powerball jackpot hits $543 million. What's the best payout option? Experts weigh lump sum vs. annuity

December 18, 2023

Many mutual funds are converting to exchange-traded funds. Here's what investors need to know

December 15, 2023

Shohei Ohtani — deferring $680 million of his contract for 10 years — may face some financial risks, advisors say

December 14, 2023

A stock market rally is the time to use this ‘strategic chess move' for capital gains, advisor says

December 12, 2023

The $68 trillion great wealth transfer is 'an unprecedented time' for women, advisor says. Here's why

December 12, 2023

This is the biggest year-end tax issue for high-net-worth clients, advisor says

December 11, 2023

Here’s where to invest your cash to save on taxes in 2024

December 04, 2023

There is still time to reduce your tax bill or boost your refund before year-end. Here are some moves to consider, experts say

December 03, 2023

Financial Advisor Training Institute (FATI) and BrokerHunter Announce Strategic Partnership to Enhance Financial Advisor Training

December 02, 2023

Investors piled cash into money market mutual funds in 2023 — and now could see a higher tax bill

December 01, 2023

Don't make these common 401(k) mistakes. With one, many 'aren't even aware' they're missing out, expert says

November 30, 2023

'Women's No. 1 source of stress is money,' expert says. Fixing that requires a step-by-step approach

November 29, 2023

4 ways to maximize your tax break for charitable donations on Giving Tuesday, according to experts

November 28, 2023

Here are the top money questions financial advisors were asked this Thanksgiving by friends and family

November 28, 2023

The wealthy are using this charitable giving strategy. Here's why it may work for you too

November 27, 2023

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