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Andreswd | E+ | Getty Images The great wealth transfer is underway — and families need to prepare, according to certified financial planner Stacy Francis, president...
Phynart Studio | E+ | Getty Images If you’re ready to rebalance investments or harvest profits, you could shield more earnings from capital gains taxes in...
Saving for a home down payment can feel challenging, given current real estate prices. Using the right assets can help give your balance a lift. When...
The U.S. Federal Reserve cut interest rates in September, the first in a string of cuts expected at least into 2025. Earnings on cash are expected...
Al Seib | Los Angeles Times | Getty Images Although more students are eligible for federal financial aid, fewer high schoolers are pursuing a four-year degree....
Fg Trade | E+ | Getty Images Health savings accounts have become popular workplace perks with significant tax-advantaged investment opportunities — but many Americans have no...
Momo Productions | Digitalvision | Getty Images Child tax credit for 2025 The refundable portion of the child tax credit — a tax break parents can...
Christopher Grigat | Moment | Getty Images Investors can generally reduce their tax losses in a portfolio by using exchange-traded funds over mutual funds, experts said....
Social Security may not be able to pay full Social Security retirement benefits as soon as 2033, based on current projections from the program’s trustees. If...
The Internal Revenue Service has announced a higher estate and gift tax exemption for 2025. The “basic exclusion amount” rises to $13.99 million per person in...
