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You may get a 1099-K for Venmo and PayPal payments. Here's how to prepare — and shrink your tax bill

December 10, 2022

Here are some things to think about before deciding to retire in another state

December 09, 2022

401(k) 'hardship' withdrawals hit record high, Vanguard says — another sign households feel the pinch of inflation

December 08, 2022

Amid inflation and market volatility, just 12% of adults — and 29% of millionaires — feel 'wealthy'

December 08, 2022

Taking required minimum distributions? How to reduce the sting of selling in a down market

December 07, 2022

50% of women say they are behind on retirement savings. Here's why they face challenges

December 07, 2022

It's never to soon to save for retirement. Here are 3 ways Gen Z workers can start now

December 07, 2022

'It's possible the market can rally': Financial advisors say a recession isn't inevitable

December 06, 2022

Despite economic uncertainty, it’s a ‘great moment’ for dollar-cost averaging, says Betterment CEO

December 06, 2022

Robinhood to pay a 1% 'match' on customer contributions to retail individual retirement accounts

December 06, 2022

'You can control your tax-reporting destiny'. 4 key year-end tax moves

December 05, 2022

Worried about Social Security benefit cuts? How calculators may help gauge how changes may affect you

December 05, 2022

Men participate less often in 401(k) plans than women, unless they are automatically enrolled

December 03, 2022

'This is a crisis.' Why more workers need access to retirement savings

December 02, 2022

35% of millionaires say it's 'going to take a miracle' to be ready for retirement, report finds

December 02, 2022

How to avoid mistakes with required minimum distributions from your retirement accounts

November 30, 2022

Not having an emergency fund can lead to one of the biggest money mistakes, Suze Orman says. How Congress may help

November 30, 2022

It's been a volatile year for the market: These are the key things to know before rebalancing your portfolio

November 29, 2022

The fear of loss can cost investors big-time. Here’s how

November 29, 2022

If you’re ‘unretiring,’ review your Social Security benefits. There’s a ‘surprise that people want to avoid’

November 29, 2022

Medicare open enrollment ends Dec. 7. Here's why it's important to evaluate your 2023 coverage

November 28, 2022

Here's how those looking to 'age in place' can fund home health-care services

November 28, 2022

How Congress may make it easier to set money aside for emergency expenses

November 25, 2022

3 lesser-known ways to trim your 2022 tax bill or boost your refund before year-end

November 25, 2022

Here's how to score a charitable tax break on 'Giving Tuesday'

November 22, 2022

Biden administration loosens Trump-era investing rules around environment, social and governance funds for 401(k) plans

November 22, 2022

For retirement-system changes proposed in Congress via 'Secure 2.0,' December is do-or-die time

November 21, 2022

Why charitable individual retirement account transfers should be the 'first source of giving' for certain retirees

November 21, 2022

Even as the midterm election results were 'positive for seniors,' some worry about Social Security amid debt ceiling negotiations

November 19, 2022

60% of Americans are living paycheck to paycheck heading into the peak shopping season

November 18, 2022

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