9 things retirees should never keep in their wallets

9 things retirees should never keep in their wallets

You and your hard-earned savings have finally made it to retirement. Why risk losing anything if your wallet goes missing or is stolen? Because wit[......]

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Should I take out a loan to pay my debts?

Should I take out a loan to pay my debts?

Q: "I have student loan debt and have racked up about $6,000 in credit card debt over the last three years. I'm thinking of taking out a personal loan[......]

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Train your brain to save more and spend less

Train your brain to save more and spend less

Put more money in your pocket.

Your brain and your wallet aren't always on speaking terms. Despite good intentions, mental tics and tripwires often u[......]

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Paying off your mortgage could be the smartest investment of 2018

Paying off your mortgage could be the smartest investment of 2018

New tax law makes ridding yourself of debt even savvier.

What's the best investment you can make in 2018? Three considerations — taxes, risk and the[......]

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Is it time to get a pro to do your taxes?

Is it time to get a pro to do your taxes?

How to tell if you need human help.

This is an article reprint from NerdWallet. It’s never been easier to do your own taxes, with software getting[......]

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What really matters for an index fund: Tax skill

Some investors think that fees are always the difference. But it seems that some fund families are just better at managing tax issues than others.

Many investors believe that the best way to choose among similar index-tracking funds for long-term investment is to pick the one with the lowest fees.[……]

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What to consider before you change your residence because of the new tax law

Limits on deductions for state and local taxes have created a greater incentive for taxpayers living in high-tax states.

For some people, saving taxes under the new law could be a moving experience.

Among the biggest changes is a provision limiting deductions for state and local taxes to $10,000[……]

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SEC proposes rule to protect investors, nest eggs

The long struggle too protect investors from conflicted advice has taken one step forward and two steps back.

A U.S. Department of Labor rule that was set to take full effect in mid 2019 would have made all financial professionals giving advice on retirement accounts subject to a “fiduciary” duty[……]

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5 ways to repay your student loans fast

If there’s one obstacle that prevents most millennials from investing, it’s the burden of college loans.

The average student debt for 2016 graduates is a record $37,172, up 6.05% from a year earlier, according to Mark Kantrowitz, publisher and vice president of strategy for Cappex.com, a college[……]

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How retirees can avoid higher Medicare premiums

Many high-income retirees face higher effective marginal tax rates due to income-based increases in Medicare premiums.

Higher earners must now pay up to 80% of the cost of their Medicare Parts B and D benefits. That means many high-income couples can be charged up to $2,424 more in Medicare premi[……]

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9 things retirees should never keep in their wallets

You and your hard-earned savings have finally made it to retirement. Why risk losing anything if your wallet goes missing or is stolen?

Because with every new bank slip that bulges from the seams, your personal information is getting less and less safe. With just your name and Social Security num[……]

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