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1 in 4 adults in the U.S. lives with a disability. Having a financial plan to address care is critical

September 12, 2022

Taxpayers have just a few weeks left to claim their share of $1.2 billion in IRS fee refunds. Here's how to take advantage

September 12, 2022

Single workers, families, retirees: How much cash you need in an emergency fund at every career stage, according to advisors

September 05, 2022

'No one wants to be the state taxing student loan forgiveness.' Here's where borrowers may see a bill

September 01, 2022

Despite recession fears, most 401(k) investors haven’t changed their portfolios. Here’s what advisors suggest

August 31, 2022

Do you make too much for student loan forgiveness? Here's how to figure out whether you qualify

August 27, 2022

IRS to refund a 'very welcome' $1.2 billion in late-filing fees for nearly 1.6 million taxpayers

August 25, 2022

88% of investors worry about inflation, rate hikes. Here's how to prepare your portfolio as interest rates continue to rise

August 23, 2022

Single-stock ETFs are 'way too risky for 99% of investors,' advisor says. What to know before adding one to your portfolio

August 22, 2022

What to know about adding a ‘green’ investment fund to your portfolio, now that Biden signed historic climate bill

August 18, 2022

Worried you're mismanaging your money? Give yourself a financial checkup in 7 simple steps

August 17, 2022

IRS interest rates jump to 6% on Oct. 1. Here’s how much money you’ll get for a missing refund

August 16, 2022

Investors are piling into high-yield bonds. What to know before adding 'junk' to your portfolio

August 12, 2022

With inflation running at a 40-year high, 36% of U.S. adults tapped their savings to cover living expenses: survey

August 11, 2022

As climate change threatens more homes, some properties are getting too costly to insure

August 07, 2022

Embryos can count as dependents on Georgia state tax returns: For many families 'there is no benefit at all,' says analyst

August 03, 2022

Employee stock purchase plans can carry 'a big risk,' says advisor. What to know before buying in

August 01, 2022

U.S. economy continues to shrink and many aren't prepared for an economic downturn. Here's what advisors are telling clients as recession fears grow

July 28, 2022

Millennials' average net worth more than doubled during the pandemic. Here’s what advisors say they should do next

July 26, 2022

With inflation causing a spike in college costs, here are some tax breaks worth exploring to help cash-strapped families

July 25, 2022

Nearly 20% of Americans are afraid to check their credit card statements as interest rates approach an all-time high

July 25, 2022

More advisors turn to alternative investments to further diversify their clients in volatile market

July 22, 2022

Democrats are pushing for a free IRS tax filing service. Tax pros worry it’s an ‘administrative nightmare’

July 20, 2022

Investors have put $43 billion in dividend-paying funds this year. Before you 'chase dividends,' here's what to know

July 19, 2022

How soaring inflation may deliver a higher tax bill — especially for retirees, homeowners and high-earners

July 18, 2022

Inflation is still soaring — but here's why it's less likely to hurt some retirees

July 13, 2022

These mid-year tax strategies can trim next year’s bill from the IRS and reduce 'unwelcome surprises'

July 11, 2022

Rate resets on 9.62% interest, taxes, inherited assets: Experts weigh in on 3 tricky questions about Series I bonds

July 10, 2022

Here’s how much cash you need to ride out a recession at different life stages, according to financial advisors

July 06, 2022

Here's how investors can avoid violating ‘wash sale rules’ when realizing tax losses

July 05, 2022

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