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Latest News about Financial Planning

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There's no 'free lunch' with high-interest cash options, advisor says. How to plan for taxes

August 24, 2023

JKS Financial Advisors Named Forbes Best-in-State Top Financial Security Professionals

August 21, 2023

4 places to keep your cash as the Federal Reserve weighs a policy shift

August 18, 2023

How to leverage 0% capital gains with this lesser-known tax strategy

August 16, 2023

Don’t be ‘complacent’ about volatility, warns advisor, even if there's a soft landing for the economy

August 14, 2023

Here are ways to adjust your portfolio as some experts predict a 'soft landing' for the economy

August 10, 2023

Soft landing vs. mild recession: What advisors are telling their clients about the economy

August 08, 2023

Just 10% plan to wait until age 70 to claim Social Security, survey finds. Why experts say it's often best to delay

August 08, 2023

The Mega Millions jackpot hits $1.55 billion. What's the best payout option? Experts weigh lump sum vs. annuity

August 07, 2023

Money market funds are paying above 5%. What to know before ditching your savings account

August 04, 2023

The 5 U.S. metro areas with the highest single-family rents — 3 are in California

August 01, 2023

Mega Millions jackpot hits $1.05 billion. Here's the possible tax bill for the winner

July 31, 2023

Mega Millions jackpot hits $940 million. If you win, here's the tax bill

July 28, 2023

$20 an hour, clothing stipend, meals: How a Big Four firm is trying to get teens interested in accounting

July 28, 2023

Independent Financial Management & founder James R. Wigen Announce Name Change from Wigen Financial Services to Independent Financial Management

July 27, 2023

Treasury bills are still paying above 5%. Here's what to know before buying

July 27, 2023

Mega Millions jackpot hits $910 million. Here's the tax bill if you win

July 26, 2023

Despite interest rate hikes, nearly 70% of middle-income Americans haven't switched to higher-yield savings

July 25, 2023

This lesser-known 401(k) plan change will soon strip higher earners of a tax break

July 21, 2023

Five things you need to know today, and two reasons to hate this story

July 20, 2023

$1 billion Powerball jackpot is up for grabs. Here’s what the winner could owe in taxes

July 19, 2023

Powerball jackpot hits $900 million. Here's the tax bill if you win

July 17, 2023

Powerball jackpot climbs to $875 million. Here’s how much the winner could pay in taxes

July 14, 2023

What cooling inflation means for your Series I bonds

July 13, 2023

As inflation cools, Social Security beneficiaries may see a much lower cost-of-living adjustment in 2024

July 12, 2023

Nearly 1.5 million taxpayers are 'leaving money on the table' as key tax deadline nears, advisor says

July 12, 2023

With credit card interest rates at record highs, these 4 tips can help debtors beat the 'brutal' minimum payment cycle

July 11, 2023

Powerball jackpot hits $725 million. If you win, here's the tax bill

July 11, 2023

Powerball jackpot grows to $650 million. Here’s the tax bill if there’s a winner

July 10, 2023

Trying to choose Pretax vs. Roth 401(k)? Why it's trickier than you think, experts say

July 10, 2023

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