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Could a Cash Balance Plan Be Your Key to a Wealthy Retirement?

Cash balance plans have plenty of benefits for small-business owners. For starters, they can supercharge retirement savings and slash taxes. Should you opt in?

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Changes Are Coming for This Invesco Bond Fund

The Invesco BulletShares 2026 Corporate Bond ETF's bonds will mature in 2026. Here's what investors should do.

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What Science Reveals About Money and a Happy Retirement

Whether you’re still planning or already retired, these research-based insights point the way to your best post-work life.

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7 Retirement Planning Trends in 2025: What They Mean for Your Wealth in 2026

From government shutdowns to market swings, the past 12 months have been nothing if not eventful. The key trends can help you improve your own financial plan.

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An Investing Pro's 5 Moves to Help Ensure 2025's Banner Year in the Markets Continues to Work Hard for You in 2026

After a strong 2025 in the stock market, be strategic by rebalancing, re-investing with a clear purpose and keeping a disciplined focus on your long-term goals.

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What Defines Wealth: Soul or Silver? Good King Wenceslas' Enduring Legacy in the Snow

The tale of Good King Wenceslas shows that true wealth is built through generosity, relationships and the courage to act kindly no matter what.

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The Santa Claus Rally Officially Begins: Stock Market Today

The Santa Claus Rally is officially on as of Wednesday's closing bell, and initial returns are positive.

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How to Leave Different Amounts to Adult Children Without Causing a Rift

Here’s how to leave different amounts to adult children without causing a family rift.

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My Retirement Learning Curve, 1 Year In

A retiree checks in with what they wish they knew early on and what they've changed about their plan one year in.

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Introducing Your CD's Edgier Cousin: The Market-Linked CD

Traditional CDs are a safe option for savers, but they don't always beat inflation. Should you try their counterparts, market-linked CDs, for better returns?

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5 of Warren Buffett's Best Investments

The Oracle of Omaha generated plenty of wins throughout his illustrious career as an investor. Here are five of Warren Buffett's best investments.

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'Humbug!' Say Consumers, Despite Hot GDP: Stock Market Today

"The stock market is not the economy," they say, but both things are up. Yet one survey says people are still feeling down in the middle of this complex season.

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The SEC Is Concerned for Older Investors and Retirement Savers. Here's What You Should Know.

The SEC focusing on older investors, retirement and college savers, and private securities. Here's how those changes impact you.

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Why You Should Pay Attention to Company Guidance

Understanding how corporate profit forecasts affect analysts’ estimates and stock ratings can help you make investment decisions.

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How to Protect Yourself and Others From a Troubled Adult Child: A Lesson from Real Life

This case of a violent adult son whose parents are in denial is an example of the extreme risks some parents face if they neglect essential safety precautions.

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To Build Client Relationships That Last, Embrace Simplicity

As more automation becomes the norm, you can distinguish yourself as a financial professional by using technology wisely and prioritizing personal touches.

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Client Demand Is Forcing Financial Advisers to Specialize: How to Deliver

The complexity of wealthy clients' needs — combined with AI and consumer demand — suggests the future of financial planning belongs to specialized experts.

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Stocks Rise to the Spirit of the Season: Stock Market Today

Investors, traders and speculators are beginning to like the looks of a potential year-end rally.

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The 2026 Retirement Catch-Up Curveball: What High Earners Over 50 Need to Know Now

Unlock the secrets of the 2026 retirement catch-up provisions: A must-read for high earners aged 50 and above.

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Here's How Much You Can Earn with a $100,000 Jumbo CD

You might be surprised at how fast a jumbo CD helps you reach your goals.

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A Financial Planner Takes a Deep Dive Into How Charitable Trusts Benefit You and Your Favorite Charities

These dual-purpose tools let affluent families combine philanthropic goals with advanced tax planning to generate income, reduce estate taxes and preserve wealth.

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A 5-Step Plan for Parents of Children With Special Needs, From a Financial Planner

Guidance to help ensure your child's needs are supported now and in the future – while protecting your own financial well-being.

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How Financial Advisers Can Best Help Widowed and Divorced Women

Approaching conversations with empathy and compassion is key to helping them find clarity and confidence and take control of their financial futures.

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Your Guide to Buying Art Online

From virtual galleries to social media platforms, the internet offers plenty of places to shop for paintings, sculptures and other artwork without breaking the bank.

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Holiday Tax Scams 2025: 'Tis the Season to be Wary

Navigating tax tricks of the holiday season may be daunting, but don't let that destroy your festive spirit

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