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The S&P 500 is up about 23% year to date. Investors in that index should 'set a strategy and stay invested,' expert says

December 15, 2023

401(k), IRA balances fell for older millennials, young Gen Xers during the pandemic. Here's why

December 14, 2023

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

December 14, 2023

The Federal Reserve's period of rate hikes may be over. Here's why consumers are still reeling

December 13, 2023

Here are 3 money tips every high school student should know

December 13, 2023

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

December 12, 2023

A self-made millionaire shares 3 things he 'refuses' to tip on—'some people may disagree'

December 12, 2023

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

December 12, 2023

Here's how advisors are using Roth conversions to reduce taxes for inherited IRAs

December 11, 2023

The Federal Reserve could achieve a soft landing after all. Here's what that would mean for you

December 11, 2023

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

December 11, 2023

More retirement savers are borrowing from their 401(k) plan. Those are ‘leading indicators of economic stress,’ expert says

December 10, 2023

I've been a money expert for 20 years. Here's the No. 1 thing that made me a millionaire

December 08, 2023

Most people don't wait until 70 to claim Social Security retirement benefits. These changes may help people get bigger monthly checks, experts say

December 07, 2023

Here are some money moves to make in your 20s that can set you up for success in retirement

December 07, 2023

Bank CEOs express support for Supplemental Security Income reform. 'This definitely should be fixed,' Jamie Dimon says

December 06, 2023

IRS rejects more than 20,000 refund claims for pandemic-related tax credit

December 06, 2023

3 financial strategies to prepare for the shifting rate cycle — one is a ‘no brainer,’ advisor says

December 06, 2023

Consumers say this pitfall is ‘their biggest threat to building wealth’ — yet about half do it anyway

December 06, 2023

‘A very tricky conundrum’: Experts give their verdict on saving vs. investing as inflation falls

December 06, 2023

Supreme Court hears tax case on 'income': It may 'have the biggest fiscal policy effects of any court decision,' expert says

December 05, 2023

High mortgage rates have limited opportunities for homebuyers and sellers. How that may change in 2024

December 05, 2023

Women are ‘significantly more likely’ to live paycheck to paycheck, report finds

December 05, 2023

Making the grade in financial literacy: More states require students to take a personal finance course

December 05, 2023

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

December 04, 2023

The new FAFSA will be available by December 31 — what families need to know about the college aid form

December 04, 2023

Pension-eligible workers face complex Social Security rules that may reduce benefits. How to more accurately estimate retirement income

December 02, 2023

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

December 01, 2023

Are you looking to opt out of your 401(k)? Your employer may put you back in

December 01, 2023

Nashville added nearly 100 new residents per day in 2022. Here's why people are moving to Music City

November 30, 2023

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