Large retirement nest eggs can be subject to top bracket income taxes unless pre-planned mitigation strategies are ...

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According to a new survey by Bankrate, nearly a quarter of adults didn't redeem their credit card rewards in the past year.

It’s the new year and many of us are thinking about resolutions to start 2025 off right. Maybe it’s to get on a better sleep ...

The end-of-year holidays can be a particularly indulgent time, full of looser schedules, crowded dinner plates and, yes, overextended budgets. Americans were expected to spend $902 on average on holid ...

To tap into generational wisdom, I asked millennial, Gen X and baby boomer financial experts about their early 20s and how ...

There are limits as to how much you can contribute and for income thresholds for individual retirement accounts. For 2024 and 2025, you can contribute $7,000.

For time-sensitive goals, set deadlines. One tactic is to make multiple lists based on what you need to complete within the ...

Shannon McLay, the CEO of financial planning service The Financial Gym, is shaeing the one spending habit that people should ...

For people living on a very thin budget, maybe relying on Social Security as their primary means of income, Hodges said to “pay yourself first.” That means trying to put some money back in an ...

This financial planner's rich clients have a financial plan and stick to it, and are always looking for ways to reduce their ...

For the year 2025, there are new maximums for the 401 (k) retirement accounts. For the 401 (k), the maximum annual amount has ...