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MYSTERIOUS: 17 - You Need To See This

Unlock Housing Wealth and Tax Benefits by Adding Lifetime Annuities to Your Retirement Plan

Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.

Why Are Your Tax Dollars Not Maintaining the Infrastructure We Have?

Why Are Your Tax Dollars Not Maintaining the Infrastructure We Have?

Instead of spending the money needed to maintain our public buildings, roads and bridges, flashy new projects are prioritized. What can be done?

I'm an Investment Expert: These 5 Steps Can Help You Keep Your Head When Market Volatility Causes Others to Lose Theirs

I'm an Investment Expert: These 5 Steps Can Help You Keep Your Head When Market Volatility Causes Others to Lose Theirs

Practical steps like aligning your portfolio risk with your comfort level and securing sufficient liquidity can help you stay focused when markets get erratic.

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Higher Oil Prices Can't Keep Stocks Down: Stock Market Today

Stocks closed higher on Tuesday even as higher energy costs loom over the March Fed meeting.

5 Reasons Your Tax Refund Might Be Delayed and How to Fix It

Is your IRS refund taking forever? From filing errors to identity verification, here are five reasons for a tax refund delay, and what you can do today.

People Are Using AI to Find Bigger Tax Refunds: Here’s What the IRS Says

Viral posts claim AI chatbots can review a filed tax return and uncover missed refund money. Here’s what the technology can realistically do and when it may make sense to file an amended return.

We're Retired With $4.6 Million. My Wife Chose Our Medicare Advantage Plan for the $0 Premium, But I Want Original Medicare’s Freedom. Is It Too Late?

We retired with $4.6 million. Even so, our Medicare Advantage plan limits coverage when we travel or want to see a specialist. How can I convince my wife to switch?

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4 Ways to Make Debt Your Friend Instead of Your Frenemy

4 Ways to Make Debt Your Friend Instead of Your Frenemy

Debt can actually be a helpful tool, provided you understand the difference between good debt and bad debt and use it to optimize your financial strategy.

If You Can't Build It, They Can't Come: Why the Housing Crisis Affects All of Us

If You Can't Build It, They Can't Come: Why the Housing Crisis Affects All of Us

Excessive building regulations are restricting the supply of affordable housing in areas with the strongest job markets — and that hits national growth.

Snail Mail vs Email Fail: How E-Billing Has Led to Missed Payments and Fraud Risks (What Can You Do?)

Snail Mail vs Email Fail: How E-Billing Has Led to Missed Payments and Fraud Risks (What Can You Do?)

Email-only billing has created problems for some customers as bills land in spam folders and payment disputes ensue, not to mention heightened fraud risks.

March Fed Meeting: Updates and Commentary

March Fed Meeting: Updates and Commentary

The March Fed meeting marked the second central bank gathering of 2026, with Fed Chair Powell & Co. voting to keep interest rates unchanged.

Stocks Open Higher to Start Fed Week: Stock Market Today

Stocks Open Higher to Start Fed Week: Stock Market Today

Upside in mega-cap stocks boosted the main indexes on Monday. Attention now turns to this week's Fed meeting.

The '1% More' Rule For Your 30s and 40s

The '1% More' Rule For Your 30s and 40s

Adding just 1% more can have a transformative impact on your retirement savings and spending. See how this painless hack works.

War in Iran Threatens Higher Fuel Prices, Renewed Inflation

War in Iran Threatens Higher Fuel Prices, Renewed Inflation

With much of the Middle East's critical oil and gas exports cut off from global markets, rising energy costs could give inflation new momentum.

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Adviser, Broker or Insurance Agent: Which Should You Trust With Your Money?

Looking for a trustworthy financial professional? That term can cover brokers, insurance agents and advisers who don't all have the same standards.

Employee Misuse of AI Can Expose Your Business to Civil Liability: Here's How to Help Prevent That

Companies can face substantial damages if employees expose sensitive data to AI tools, rely on biased AI outputs and more, making robust policies essential.

I Want to Travel, My Wife Wants to Donate 10% of Our Income: Can Our Retirement Budget Survive Both?

We asked wealth planners if "tithing" (donating 10%) makes sense in retirement.

Going Back to School at 60? The Lifelong Learning Secret for Retirees

Educational opportunities for older adults are plentiful, and the payoff — in terms of enrichment, health, and community — is great.

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Do You Believe You Can't Retire? You Need to Read This

Americans often delay or redefine retirement because they have a lack of clarity and confidence in their financial plan. Here's how you can fix that.

Per Stirpes vs Per Capita: The Beneficiary Rules Most Families Have Never Heard Of

Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.

I'm a Financial Planner: Here's My Survival Guide for the Sandwich Generation

People in their 40s can find their finances stretched as they care for children and aging parents. Here are some strategies to help with competing priorities.

Approaching Retirement? You May Be Taking More Risk Than You Think

Pre-retirees in the critical "retirement red zone" often take on significantly more risk than they want or are comfortable with. Here's how to fix that.

Are You a Woman Who's Playing It Too Safe? A Financial Empowerment Expert Explains Why That Can Really Hurt You

Many women internalize the message that financial caution equals competence, which can damage long-term financial security. It's time to stop playing it safe.

We'll Soon Be Able to Buy and Sell Stocks 24/7, but Should We?

The major stock exchanges are pushing toward all-day trading. It could help some investors, but not everyone loves the idea of a market that never sleeps.

Can You Afford Retirement in Greece? 3 Tax Benefits Make It Possible

Affordable luxury in the Mediterranean may be closer than you think. Here's how.

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