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'We have to be defensive.' Here are year-end strategies from advisors amid volatility, rate hikes, inflation
September 27, 2022
Tags
Financial consulting
Inflation
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From
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September 27, 2022
Tags
Social issues
Personal finance
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September 23, 2022
Tags
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Nearly 6 in 10 donors may give more to charity despite economic fears, study finds
September 22, 2022
Tags
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September 21, 2022
Tags
Wealth
Personal Finance
Personal saving
From
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Some millennials and Gen Zers are closing investing accounts over inflation. Here's why that may lead to regrets
September 20, 2022
Tags
Personal finance
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Here’s how persistent high inflation may affect your tax bracket next year
September 19, 2022
Tags
Retirement planning
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September 16, 2022
Tags
National taxes
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Financial planners
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September 15, 2022
Tags
Retirement planning
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Taxpayers can avoid a 'very nasty surprise' by making quarterly payments by Sept. 15
September 14, 2022
Tags
Personal finance
Wealth
National taxes
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Inflation is still rising, but it’s less likely to hurt some retirees — here’s why
September 13, 2022
Tags
Energy
Retirement planning
Inflation
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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
Tags
Health Care Services
Government Programs
Retirement planning
From
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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
Tags
Taxes
Personal taxes
Savings
From
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Single workers, families, retirees: How much cash you need in an emergency fund at every career stage, according to advisors
September 05, 2022
Tags
stocks
Wealth
Personal Finance
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'No one wants to be the state taxing student loan forgiveness.' Here's where borrowers may see a bill
September 01, 2022
Tags
Personal loans
Savings
Debt
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Despite recession fears, most 401(k) investors haven’t changed their portfolios. Here’s what advisors suggest
August 31, 2022
Tags
Interest Rates
Personal finance
Investing
From
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Do you make too much for student loan forgiveness? Here's how to figure out whether you qualify
August 27, 2022
Tags
Social issues
Personal finance
Student Loans
From
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IRS to refund a 'very welcome' $1.2 billion in late-filing fees for nearly 1.6 million taxpayers
August 25, 2022
Tags
Government taxation and revenue
Savings
Personal taxes
From
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88% of investors worry about inflation, rate hikes. Here's how to prepare your portfolio as interest rates continue to rise
August 23, 2022
Tags
Wealth
stocks
Personal Finance
From
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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
Tags
Wealth
Exchange/traded funds
Markets
From
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What to know about adding a ‘green’ investment fund to your portfolio, now that Biden signed historic climate bill
August 18, 2022
Tags
Wealth
Impact Investing
Personal Finance
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Worried you're mismanaging your money? Give yourself a financial checkup in 7 simple steps
August 17, 2022
Tags
Savings
Investment strategy
Debt
From
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IRS interest rates jump to 6% on Oct. 1. Here’s how much money you’ll get for a missing refund
August 16, 2022
Tags
Tax refunds
Taxes
Savings
From
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Investors are piling into high-yield bonds. What to know before adding 'junk' to your portfolio
August 12, 2022
Tags
Investing
Junk Bonds
Interest Rates
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With inflation running at a 40-year high, 36% of U.S. adults tapped their savings to cover living expenses: survey
August 11, 2022
Tags
Savings
Consumer Staples
Investment strategy
From
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As climate change threatens more homes, some properties are getting too costly to insure
August 07, 2022
Tags
Wildfires
Inflation
Savings
From
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Embryos can count as dependents on Georgia state tax returns: For many families 'there is no benefit at all,' says analyst
August 03, 2022
Tags
Taxes
Tax Deductions
Savings
From
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Employee stock purchase plans can carry 'a big risk,' says advisor. What to know before buying in
August 01, 2022
Tags
Financial planners
Personal saving
Financial planning
From
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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
Tags
Personal saving
Financial planning
Financial planners
From
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Millennials' average net worth more than doubled during the pandemic. Here’s what advisors say they should do next
July 26, 2022
Tags
Wealth
Personal saving
Financial planning
From
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