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Budget-Friendly Living: Five Tips To Keep More Money In Your Pocket If your pockets are bleeding cash from all ends with no solution in sight! Here are a few helpful ways to keep more money in your pocket.

Are You Using the Right Tax Breaks to Boost Investment Returns? Americans have more options than ever to shelter their investments from taxes. Here’s how to make smart use of five major types of accounts.

Thinking of Retiring Overseas? 8 Things to Do Before You Pack Your Bags. Financial advisors counsel retirees not to make rash decisions about retiring abroad. There are important investment, tax, and estate-planning considerations.

Lessons From the 2008 Financial Crisis Although it's been over a decade since the 2008-09 financial crisis, there are still lessons to be followed from this economic downturn. The crisis sent the world into the Great Recession, the most significant economic downturn since the Great Depression.

Dying Rich Is A Bad Plan Dying with too much money is a bad plan. Learn how to spend and gift more to benefit yourself, your family, and your favorite charities.

Kids With Special Needs Deserve Benefits. A Trust Protects Them. Providing for a disabled children requires careful planning, Among other things, the government imposes tough income limits if the children want to retain key government benefits.

I had the incredible opportunity to attend Focus 2024, the LPL Financial Conference, in San Diego! This event was packed with insightful sessions on the latest trends and innovations in our industry, from artificial intelligence to alternative investments and behavioral finance.

I’m thrilled to bring back new knowledge and strategies to better serve my clients and help them achieve their financial goals.

Boomers who want to transfer wealth to their adult kids should make sure their finances can pass a stress test Some baby boomers are gifting wealth early to help their children buy homes and build families. But first, boomers should ensure their own personal financial stability. One way to do that is by stress testing their portfolio.

A Fed Rate Cut Is Finally Within View Inflation and labor-market developments should allow Federal Reserve officials this week to signal that a cut is very possible at their next meeting, in September.

Avoid the ‘Social Security Torpedo’ and 3 Other Tips to Slash Your Tax Bill in Retirement Barron’s talked to CPAs to compile tax tips for retirees. Avoid the “Social Security tax torpedo.”

How Couples Are Thinking About Money and Retirement Nearly one in four couples have not agreed upon how much money they will need to save for retirement and how much they plan to leave their children and grandchildren. Here are some tips for advisors working with couples nearing the next stage.

You Inherited an IRA. Here’s How to Avoid a Huge Tax Bill. New IRS rules clarify the distribution requirements for inherited accounts. A few strategies can help you save on taxes.

Canada cut interest rates for the second time this year, as officials said they wanted to get ahead of potential economic weakness. The Federal Reserve is widely expected to cut its benchmark interest rate by September, though the central bank hasn't committed to a timeline for rate cuts.

Yes, You Can Save Too Much for Retirement By all means, put some money away if you can, but don’t be so overextended that you can’t afford anything that brings you joy.

You Can Never Have Too Much Money, Happiness Researcher Finds A senior fellow at the Wharton School disputes the notion that the correlation between well-being and wealth levels off once people reach a certain income level.

A boomer dad who's 6 months away from retirement has already started gifting his Gen X and millennial kids their inheritance A 68-year-old government employee in Canada is already passing his wealth on to his adult children. He says he's set for retirement and wants to help out his kids in their financially demanding years. He's part of a trend of baby boomers who are proactively passing their wealth down to their kids.

Welcome to the age of wild price swings $1 today, $2 the next: Americans are sick of never knowing what something costs.

What It Costs to Protect Your Pup With Dog Insurance The average dog insurance plan costs $88.19 monthly.

How To Build An Antifragile Financial Plan With 4 Buckets Your financial plan can be antifragile, strengthening under stress, with a 4-bucket approach.

The world’s richest countries in 2024 The Economist's annual ranking compares economies in three different ways

12 ultra-wealthy people who aren't leaving their fortunes to their children Steve Jobs' widow, Laurene Powell Jobs, won't leave the $24 billion she inherited to her children. Bill Gates' children will receive less than 1% of his total fortune. Elton John and other celebrities have announced their plans to leave their fortunes to charity.

9 Essential Money Moves You Need To Know Building wealth is a journey that requires strategic planning, disciplined ex*****on, and a commitment to long-term goals.

This Measure of National Debt is Highest Since World War II, Study Shows The U.S. debt-to-GDP ratio is the fourth largest among a group of nearly 40 developed economies, according to the Organization for Economic Co-operation and Development (OECD).

Term to Whole Life Conversion If you have a term life insurance policy, it will expire after a certain period. You can convert some term life policies to permanent policies that never expire and carry a cash value. You must convert your life insurance policy within a specified period, usually five to 20 years.

Americans Chasing High Interest Rates Risk Falling Into a ‘Cash Trap’ Investors must decide whether to sit on their cash or redistribute it ahead of expected rate cuts.

How the Fed Can Cut Rates This Summer Without Cutting Rates The Federal Reserve could start guiding down rate expectations well before it pulls the trigger on actual cuts.

Average 401(k) Balance By Age And How To Catch Up Looking to see what the average 401(k) balance is for your age and how you can catch up? Read this guide to figure out how to do so.

How Buffett Has Kept Control of Berkshire After Unloading Over Half His Stock Buffett’s voting power has hardly changed since 2006—it is now 31%—despite giving away more than half his stake in the company. The arrangement the CEO has set up should allow his three children to exercise considerable sway at the conglomerate after his death.

You’ll Hit Disney Eventually. For Now, It’s Great Wolf Lodge. Families looking for simpler and cheaper vacations are sparking an expansion of this indoor water-park chain.