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Managing expenses effectively involves coordinating ABLE accounts, 529 plans and special needs trusts to support academic goals while protecting benefits.
If you’re keeping your smartphone longer, protecting it could save you money on repairs and help preserve its value when you’re ready to upgrade.
Fidelity is a Kiplinger Readers' Choice Award winner four years in a row. Here's why.
You can easily (more easily than you might think!) turn your appreciated stock into a family giving legacy — and bring your family closer at the same time.
Discover card accounts are moving to Capital One. Find out what happens to your card number, cash back rewards, autopay and credit history.
Current questions about consumer prices will be answered tomorrow, and then we'll talk about producer prices.
AI could transform the economy, but not every stock will be a winner. Here's how to consider investing if you're worried about an AI bubble.
Unease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.
Aging loved ones' care needs put pressure on financial plans and caregivers. It's important to talk openly about options before a crisis happens.
These steps can help you ensure that the wealth your children or grandchildren inherit is a catalyst for opportunity rather than a source of conflict.
The IPO market is red-hot these days, but before you invest in an IPO, you need to read the prospectus. Here's what to look for and where to find it.
Without an estate tax plan, tax bills could eat into the wealth you worked hard to build. Here are six strategies to help ensure it passes into the right hands.
As millions watch the August skies, NASA accounts for just 0.36% of federal spending. Here's the reason we think it's more.
Maximizing credit card rewards can be a fantastic way to unlock perks like free travel, but don't let the allure of points drive you into debt.
While legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.
Small ships, personalized service and compelling destinations are a few of the reasons to travel on inland waterways.
Skip the crowded cobblestones of the 13 Colonies. These four regional routes prove America’s history is best learned on the open road.
Retirement planning is less about hitting milestone ages and more about understanding how financial decisions shape long-term income, taxes and healthcare costs.
"We spent years paying rent and saving for our first home, so it is personally gratifying to see the next generation benefit from our hard work."
AI helps clients have informed retirement planning conversations with advisers. It can also rapidly handle technical work, freeing up an adviser's time to talk.