Personal Finance
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Personal Finance Topics
Taxes
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These Active Funds Take the Lead on Aftertax Returns
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529 State Tax Benefits in 2024
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Tax-Deferred ESG Retirement-Bucket Portfolios for Mutual Fund Investors
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Tax-Deferred ESG Retirement-Saver Portfolios for ETF Investors
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Tax-Deferred ESG Retirement-Saver Portfolios for Mutual Fund Investors
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Tax-Deferred ESG Retirement-Bucket Portfolios for ETF Investors
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Tax-Deferred Retirement-Saver Portfolios for ETF Investors
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Tax-Deferred Retirement-Saver Portfolios for Mutual Fund Investors
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Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors
Saving and Spending
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Struggling to Save Money? Here’s How Your Summer Vacation Can Inspire Your Goals
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Scott Rick: Are You a Tightwad or a Spendthrift?
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AI Is Booming, but Consumer Spending Is Slowing. Which Will Prevail in the Stock Market?
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How to Maximize Credit Card Points for Better Trips and Rewards
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Do You Need More Than 3 Buckets?
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The Best Funds for Rebalancing in 2024
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Tax-Deferred ESG Retirement-Bucket Portfolios for Mutual Fund Investors
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Tax-Deferred ESG Retirement-Bucket Portfolios for ETF Investors
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Tax-Deferred Retirement-Bucket Portfolios for Mutual Fund Investors
Estate Planning
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Ed Slott: How Rules on Eligible Designated Beneficiaries Changed for Inherited IRAs
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4 Financial Tasks You Shouldn’t Put Off
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How to Make a Tax-Free Donation From Your IRA
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3 Charitable Investment Strategies That Deliver Higher Tax Benefits
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3 Tax-Friendly Charitable-Giving Strategies for Retirees
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How Advisors Can Help Clients Benefit From Legacy IRAs
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How to Give to Charity and Save on Taxes
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Year-End Charitable-Giving Strategies
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A New Way to Achieve Charitable Goals While Saving on Taxes
Healthcare
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Healthcare: Valuations Look Attractive In Most Industries
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Obesity Drug Stocks: Why It Will Be ‘Exceptionally Difficult’ to Dethrone Eli Lilly and Novo Nordisk
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Is Fixing Social Security and Medicare as Dire as It Seems?
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How Anti-Obesity Drugs Are Innovating the Healthcare Market
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Damien Conover and Rebecca Springer: ‘We Are in a Healthcare Consumerization Moment Right Now’
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Today’s Market Volatility Could Provide Tomorrow’s Opportunities
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4 Financial Tasks You Shouldn’t Put Off
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The Best Healthcare Stocks to Buy
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What Can My HSA Be Used For?
Save for College
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5 Takeaways on the 529 Savings Plan Landscape
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Morningstar’s Top-Ranked 529 Plans
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Tips for Navigating the New FAFSA
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529 State Tax Benefits in 2024
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Should You Worry About Overfunding Your 529 Plan?
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Your 529 Plan Questions, Answered
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What Can a 529 Plan Be Used For?
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An Investing Road Map for Midcareer Accumulators
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Why You Should Fill Out the FAFSA (Even if You Think It’s a Waste of Time)
Housing
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Downsize or Take Out a Reverse Mortgage? Here’s What to Consider
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Don Graves and Wade Pfau: How Home Equity Affects Retirement Planning
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Small-Cap and Value Stocks Are Undervalued
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Pay Off Your Mortgage Early or Invest?
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Jonathan Clements: ‘Humility Is a Hallmark of People Who Are Financially Successful’
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When Will Mortgage Rates Go Down?
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Will You Owe Taxes When You Sell Your Home?
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Why I Don’t Own a Home
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Katie Nixon: Bringing a Blurry Market Into Focus
More in Personal Finance
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These Active Funds Take the Lead on Aftertax Returns
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Audit your IRA before the Internal Revenue Service does.
Scott Rick: Are You a Tightwad or a Spendthrift?
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5 Takeaways on the 529 Savings Plan Landscape
Our annual look at 529 industry movements in assets, fees, and more.
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An industry watcher reflects on the rapid growth of the independent RIA channel, an impending wave of advisor retirements, and the dramatic uptake of ETFs in client portfolios.
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Morningstar’s Top-Ranked 529 Plans
Two high-quality 529 plans stand out from the rest in 2024.
Tips for Navigating the New FAFSA
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10 Financial Rules of Thumb You Don’t Have to Follow
Understand your goals so you know which guidelines can (and can’t) help you achieve them.
Key Statistics About Income and Wealth for the U.S. LGBTQ+ Population
Homeownership rates are lower and poverty rates are higher, especially for transgender people and LGBTQ+ people of color.
The Psychology of Retirement Income: From Saving to Spending
Are you lost in the retirement consumption puzzle?
Are You on the Path to Financial Independence?
How to get off the treadmill of always wanting more.
529 State Tax Benefits in 2024
Should you stay in-state or shop around for an out-of-state 529 plan?
Should You Worry About Overfunding Your 529 Plan?
You can now roll over your unused 529 dollars into a Roth IRA, but there are limits.