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3 Smart Places to Save Now
Tax Breaks Boomers planning on retiring in the next several years should consider these three tax-smart moves now. They can help you cut the taxes you’ll pay on your income – especially on your Social Security benefits – down the road.
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How to Calculate Your Net Worth
savings Run an inventory of your assets and liabilities to find out how much you’re worth.
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Long-Term Rates Will Edge Higher
Economic Forecasts Yields on bank savings accounts will stay low. Home mortgage rates will remain affordable.
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Fintech: The Bank Disrupters
Financial Planning Fintechs offer mostly free accounts with tantalizing yields and slick features, but don’t expect much hand-holding.
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It May Be Unsexy, But This One Asset Class Is Critical to Any Financial Plan
savings You can’t afford to forget about cash when planning for your wealth. Here are some guidelines to help manage this often-overlooked asset class.
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Bank-Loan Funds Are in a Sweet Spot
Becoming an Investor They do well when rates are rising and the economy is strong.
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Earn 3.54% With Series I Bonds
Financial Planning A savings or money market deposit account is best for quick cash, but I bonds can fit into a longer-term savings plan.
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Best Banks for Parents With Kids
Raising Money-Smart Kids Kids learn the ropes of banking with dedicated checking and savings accounts from these online banks, and parents have impressive options for their own needs, too.
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Best Banks for High-Net-Worth Families
banking These banks give you the royal treatment if you keep a big balance in deposit and investment accounts. They also have a nationwide branch presence and provide wealth-management services.
