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3 Questions to Ask Before Deciding if a Roth Conversion Is Right for You

Don't let a Roth conversion backfire. Learn the 3 questions every investor needs to ask about tax brackets, liquidity and asset allocation before making the move.

How Football and Annuities Can Defend Against Risk in Retirement

How Football and Annuities Can Defend Against Risk in Retirement

Football can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.

Where a Trump Account Might Fit in Your Financial Strategy for Your Newborn (Agree With Him or Not, Your Child Stands to Benefit)

Where a Trump Account Might Fit in Your Financial Strategy for Your Newborn (Agree With Him or Not, Your Child Stands to Benefit)

From July, Trump Accounts will offer a potential $1,000 federal grant for children born in 2025 through 2028. There are some limits and unknowns, though.

From analysis to the latest developments in health,
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4 Retirement Risks Business Owners Often Overlook

Retirement can be hard for business owners who've tied up their net worth — and sense of purpose — in one company. Find out how to make your exit successful.

Nasdaq Extends Winning Streak to 12: Stock Market Today

Crude oil was up again, and stocks were, too, as developments in the Middle East continue to command attention, but not broad price action.

3 Ways to Keep Control of Your Investments as Oil Prices Create Turbulence

Traders and speculators are already executing their respective plans. Here's what investors can do about the energy shock.

Mortgage Rates in 2026 Predicted to Drop: These 3 Signals Tell You It's Time to Buy

April's rate volatility is just the tip of the iceberg. See how your freshly filed tax return and shifting property taxes could dictate home affordability this spring.

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What a Time to Run This T. Rowe Price Tech Fund

What a Time to Run This T. Rowe Price Tech Fund

A penchant for semiconductor stocks amid the AI boom is boosting returns for the T. Rowe Price Global Technology Fund.

How Alaska Became the Only State With No Medicare Advantage

How Alaska Became the Only State With No Medicare Advantage

While the Lower 48 shift to private plans, Alaska is proving that original Medicare can still deliver high-quality care at the edge of the world.

Old Annuities Contain Untapped Potential for Clients and Advisers: Here's Why

Old Annuities Contain Untapped Potential for Clients and Advisers: Here's Why

Annuities bought years ago may no longer reflect clients' needs or the economy. Conducting thorough reviews will optimize their finances and grow your business.

Tech Has Simplified Direct Indexing, and That's Not the Only Reason Financial Advisers Should Make the Leap

Tech Has Simplified Direct Indexing, and That's Not the Only Reason Financial Advisers Should Make the Leap

ETFs and mutual funds are the backbone of many portfolios, but have limitations for clients and advisers. New tech means direct indexing can be a better option.

Why Financial Advisers Will Benefit as Google Shakes Up Financial Research

Why Financial Advisers Will Benefit as Google Shakes Up Financial Research

Google's free, AI-powered financial research platform is going up against established providers, giving advisory firms more options for research and analysis.

S&P, Nasdaq Close at New All-Time Highs: Stock Market Today

S&P, Nasdaq Close at New All-Time Highs: Stock Market Today

Markets can see beyond the war in the Middle East and are no longer moving based on still-volatile crude oil prices.

Aerospace Industry Hopes for Iran Windfall

Aerospace Industry Hopes for Iran Windfall

Pent-up demand plus boost in defense business bode well for the aerospace sector, despite the challenges.

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Simple Upgrades That Can Help Your Home Sell Faster

Simple, affordable home upgrades that can boost value, attract buyers and help your home sell faster in today’s market.

Near Retirement? Jumbo CDs Can Protect and Grow Your Cash Fast

If you're looking for a less risky option as you approach retirement, learn how much a jumbo CD can earn you in a short time.

5 Stocks to Buy With Your 2026 Tax Refund

Wondering what to do with your tax refund? Investing in high-quality stocks is one option and these five picks are a good place to start.

We're 68 With $6.8 million. I Give Our 'Kids' $1K a Month, Though They Earn a Good Living. My Husband Wants Me to Stop.

We are 68 and retired with $6.8 million. I just want to help our adult kids pay for daycare and camp for our grandchildren. Should I stop?

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The Best Money Market Funds to Buy

The best money market funds keep your cash safe and earn interest for your portfolio at the same time. That's one constant in an ever-evolving fund industry.

A Crisis That's Too Big to Ignore: Financial Illiteracy Puts Our Nation at Risk

With millions of people dealing with financial strain, it's long past time for schools to be teaching our students how to manage money.

Financial Success Is No Longer Only About Returns: Protection Is the New Performance Measure

Returns still matter, but lasting performance is increasingly defined by how well a plan protects against volatility while preserving flexibility and your legacy.

What's the Best Age to Take Social Security? 3 Questions Advisers Should Ask

The Social Security decision should reflect how clients want to spend, withdraw from wealth and experience retirement. Here's how advisers can find that out.

The Hottest AI Apps Consumers Are Actually Using

Though Sora’s demise proves it’s not easy starting a new consumer AI app, many AI tools are seeing rapid adoption.

Nasdaq Adds 455 Points for 10th Straight Win: Stock Market Today

Encouraging inflation data and strong gains for mega-cap stocks sustained the market's rebound on Tuesday.

Estate Planning Quiz: Are You Making These 10 Common Errors?

From "tax traps" to "safety deposit box blunders," discover the 10 most common mistakes people make when planning their estate.

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