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These contracts provide a clear framework for asset management and protection and are especially useful if you get marri...
22/07/2024

These contracts provide a clear framework for asset management and protection and are especially useful if you get married later in life.

We're not saying you shouldn't spend it on a new car, but there are some considerations to guard against lifestyle creep...
22/07/2024

We're not saying you shouldn't spend it on a new car, but there are some considerations to guard against lifestyle creep and to help ensure a comfy retirement.

A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and...
22/07/2024

A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations.

Navigate the tax downsides so you can better reap the benefits of your vacation home investment.
22/07/2024

Navigate the tax downsides so you can better reap the benefits of your vacation home investment.

A retirement portfolio should balance growth and income. You need both.
21/07/2024

A retirement portfolio should balance growth and income. You need both.

The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks ...
21/07/2024

The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks could make a big difference.

Here are some strategies for utilizing whole life or indexed universal life policies to convert your traditional IRA to ...
21/07/2024

Here are some strategies for utilizing whole life or indexed universal life policies to convert your traditional IRA to a Roth with LTC protection.

An experienced startup investor shares advice on how to become a business angel and whether it’s worthwhile.
20/07/2024

An experienced startup investor shares advice on how to become a business angel and whether it’s worthwhile.

Did the global Microsoft outage disrupt your travel plans? Here's how to get reimbursed if your flight was canceled or d...
20/07/2024

Did the global Microsoft outage disrupt your travel plans? Here's how to get reimbursed if your flight was canceled or delayed.

Estate planning for millionaires and high-net-worth families is complex. Set up your team, paperwork and tax plan.
20/07/2024

Estate planning for millionaires and high-net-worth families is complex. Set up your team, paperwork and tax plan.

A software issue at CrowdStrike had some impacts in the finance world.
20/07/2024

A software issue at CrowdStrike had some impacts in the finance world.

There's a time and a place for taking on risky investments. Don't even consider speculative bets before you've built a s...
19/07/2024

There's a time and a place for taking on risky investments. Don't even consider speculative bets before you've built a strong financial foundation.

Tactical investors may want to keep an eye on these sports-related stocks as the countdown to the Paris Olympics begins.
19/07/2024

Tactical investors may want to keep an eye on these sports-related stocks as the countdown to the Paris Olympics begins.

Can your children or other loved ones be trusted to have unfettered control over substantial assets and cash?
19/07/2024

Can your children or other loved ones be trusted to have unfettered control over substantial assets and cash?

Learning what not to do can put you on a better path to success.
19/07/2024

Learning what not to do can put you on a better path to success.

You may have never heard of restricted stock units, but they can be worth big money. You can't afford to overlook them w...
18/07/2024

You may have never heard of restricted stock units, but they can be worth big money. You can't afford to overlook them when negotiating a divorce settlement.

If you missed out on Amazon Prime Day, no worries. There are dozens of "too-good-to-miss" Post-Prime Day deals to cash i...
18/07/2024

If you missed out on Amazon Prime Day, no worries. There are dozens of "too-good-to-miss" Post-Prime Day deals to cash in on, from Moen, Keurig, Apple, Ninja, Levis and more.

Goldman Sachs and Apple were two of the worst-performing blue chip stocks on Thursday.
18/07/2024

Goldman Sachs and Apple were two of the worst-performing blue chip stocks on Thursday.

A proposal to make housing more affordable would involve rent control caps and significant tax changes.
18/07/2024

A proposal to make housing more affordable would involve rent control caps and significant tax changes.

Instead of taxing unrealized gains, the government really ought to rein in its spending.
18/07/2024

Instead of taxing unrealized gains, the government really ought to rein in its spending.

Your retirement plan isn't complete unless you have figured out how to lessen the impact of taxes on your nest egg. Here...
18/07/2024

Your retirement plan isn't complete unless you have figured out how to lessen the impact of taxes on your nest egg. Here's where to start.

You could see some high returns, and if you stash dividend stocks in a taxable account, you can minimize the taxes you p...
18/07/2024

You could see some high returns, and if you stash dividend stocks in a taxable account, you can minimize the taxes you pay on them.

Amazon Prime Day Southwest deal lets Prime members get discounted fares from Southwest Airlines for Amazon Prime Day.
17/07/2024

Amazon Prime Day Southwest deal lets Prime members get discounted fares from Southwest Airlines for Amazon Prime Day.

You don't need to spend big to save big with Amazon Prime Day. Here is a selection of the best deals under $50.
17/07/2024

You don't need to spend big to save big with Amazon Prime Day. Here is a selection of the best deals under $50.

Amazon is Wall Street's top Dow stock and it's cheap, analysts say.
17/07/2024

Amazon is Wall Street's top Dow stock and it's cheap, analysts say.

The potential for more curbs on tech sales to China set off a rotation into blue chips.
17/07/2024

The potential for more curbs on tech sales to China set off a rotation into blue chips.

Want to save money on your energy bills? Amazon Prime Day is prime time to get great deals on energy efficient devices a...
17/07/2024

Want to save money on your energy bills? Amazon Prime Day is prime time to get great deals on energy efficient devices and appliances.

It's , the mega online retailer's biggest sale of the year. If you haven't joined Amazon Prime yet, or you are consid...
17/07/2024

It's , the mega online retailer's biggest sale of the year. If you haven't joined Amazon Prime yet, or you are considering resubscribing, read on to learn more about the various plans on offer, and some of the key perks an Amazon Prime membership will get you. https://trib.al/JdlAOOS

UnitedHealth Group stock is higher Tuesday after the insurance giant beat expectations for its second quarter. Here's wh...
17/07/2024

UnitedHealth Group stock is higher Tuesday after the insurance giant beat expectations for its second quarter. Here's what you need to know.

Morgan Stanley stock moved into positive territory Tuesday as investors parse the investment banking firm's second-quart...
17/07/2024

Morgan Stanley stock moved into positive territory Tuesday as investors parse the investment banking firm's second-quarter earnings report.

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CD Vs. High-Yield Savings Accounts
CD Vs. High-Yield Savings Accounts

Wondering the best place to stash your cash? We break down your top options. https://trib.al/tcDEiUQ

From groceries and utilities to transportation and housing, earning enough income to live comfortably as a single person in the U.S. is more difficult in certain cities than others: https://trib.al/Em4sHhe

Business pros give shout-outs to favorite podcasts, aimed at helping listeners improve their financial literacy and manage their money responsibly. https://trib.al/6ttSTJi

The average #tax refund amount is higher this year than last filing season. How does yours compare? https://trib.al/kpXqPAF

The wealth tax in President Biden’s budget proposal and similar “tax the rich” efforts in some states is sparking debate over how much tax billionaires and millionaires should pay. https://trib.al/06eFB9F

A matchmaking expert reviews a new dating app where only those with good credit scores need apply. https://trib.al/a8XqfUK

H&R Block Accused of Overcharging Taxpayers
H&R Block Accused of Overcharging Taxpayers

Were you overcharged by H&R Block for your #tax prep? The FTC is warning taxpayers against alleged predatory behavior. https://trib.al/SKC14os

Buy the whole #stockmarket with these top #ETFs. Learn more at the link in the comments. #stocks #investing #investor #moneymindset #PersonalFinance #money #fyp

Do you know the full benefits of #investing in #ETFs? Learn more at the link in the comments. #investors #stocks #stockmarket #PersonalFinance #moneymindset #money #fyp

Looking forward to a comfortable and rewarding retirement? Explore several strategies to maximize your retirement funds. Sponsored by Athene. https://trib.al/h4UuBHf #Retirement #FinancialFreedom #Investing

Help Maximize Your Tax Efficiency in Retirement
Help Maximize Your Tax Efficiency in Retirement

Did you know that according to a recent Athene poll fielded by Kiplinger, about 2 out of 5 people have no plan for minimizing taxes in retirement? Sponsored by Athene. https://trib.al/B3V1bPI

Looking forward to a comfortable and rewarding retirement? Explore several strategies to maximize your retirement funds. Sponsored by Athene. https://trib.al/6KZHvrE #Retirement #FinancialFreedom #Investing

Do You Have Holes in Your Retirement Plan?
Do You Have Holes in Your Retirement Plan?

Do you have gaps in your retirement plan? According to a recent Athene poll fielded by Kiplinger, here are 3 essential steps retirees often overlook in their planning. Sponsored by Athene. https://trib.al/jafidYl

Let’s talk retirement strategy for a minute. Many are unsure about their income withdrawal after walking away from working. A recent Athene poll found that less than half of pre-retirees have a plan to transition from saving to enjoying retirement income, and a surprising 26% of retirees don’t have a solid plan to fund their golden years. Sponsored by Athene. https://trib.al/qe3AgW8 #Retirement #Finances #RetirementPlanning

Let’s talk retirement strategy for a minute. Many are unsure about their income withdrawal after walking away from working. A recent Athene poll found that less than half of pre-retirees have a plan to transition from saving to enjoying retirement income, and a surprising 26% of retirees don’t have a solid plan to fund their golden years. Sponsored by Athene. https://trib.al/z2rdd6V #Retirement #Finances #RetirementPlanning

Giving your money to #charity doesn’t have to be a totally selfless act. It can also be a way to shave down your #taxes while #estateplanning for the benefit of your loved ones. Learn more: https://trib.al/JTak2Mm

Exchange-traded funds are becoming a big part of the #investor's toolkit. But what is an #ETF and why are they so popular? Read more: https://trib.al/ZRdeD6u

Are you rich 💵💵? This is a question that many people ask themselves in quiet moments but would never have enough nerve to say out loud. Learn the magic number Americans consider "rich", as well as U.S. wealth percentiles, here: https://trib.al/ZRdeD6u

Hurricane Insurance Claims: 10 Things You Should Know
Hurricane Insurance Claims: 10 Things You Should Know

#HurricaneIdalia could become the costliest climate disaster to hit the US this year, with early estimates valuing the damage in Florida at $9.36 billion. Here’s how to get the money you deserve from your insurance company and ways to make the most of other assistance to fill in the gaps. Learn more: https://trib.al/EunwUUd

Dogs of the Dow: Five Dividend Stocks to Watch in 2023
Dogs of the Dow: Five Dividend Stocks to Watch in 2023

The 2023 lineup of Dogs seems to face thornier problems than in years past. Here are five names to watch for those who adhere to this decades-old income-and-value strategy.

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