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11 Best New Brokerage Account Promotions & Bonus Offers – April...

Did you know America’s top investment platforms also offer impressive new-account bonuses? Top-tier brokerage account promotions dwarf the leading bank and credit card promotions, promising thousands to new customers. That makes now the right time to consider a new brokerage firm.
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9 Best Investments to Make During a Recession With Volatile Markets

The outbreak of the COVID-19 pandemic in the first months of 2020 has led to a lot of U.S. market volatility. But there are still investment opportunities. Understanding what those opportunities are and how to take advantage of them can leave you poised to succeed when the economy returns to normal.
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Retirement Savings Contribution Credit – Get a Tax Credit Just for...

There are significant tax benefits to low- and moderate-income families who save for retirement. The Retirement Savings Contributions Credit ("Saver’s Credit") could help you reduce your tax liability. A reward for building your financial security? That’s what we call a win-win.
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Investment Expense Tax Deduction – Which Fees Can You Deduct?

Thanks to the Tax Cuts and Jobs Act of 2017, most investment-related expenses are no longer deductible. But in certain circumstances, you may still be able to get a tax break. Learn which investment-related expenses you can still deduct and how to qualify for them.
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Men vs. Women – How the Sexes Differ in Their Psychology...

It’s been said that men are from Mars and women from Venus. Their investment styles are often worlds apart as well. We surveyed American adults to learn their outlooks and approaches when it comes to investing. Here’s what we discovered.
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10 Best Stock Market Investment News, Analysis & Research Sites

Retail investors have a wealth of information at their fingertips about the stock market. Some might say they have too much. All the investing-related noise...
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Tax-Loss Harvesting – Rules, Examples & How It Works

Tax-loss harvesting lets you use underperforming assets to lower your taxes. But managing your portfolio is complicated enough — is tax-loss harvesting even worth it? The short answer is yes. And advisory services leveraging modern technology can help you reap the benefits without the headache.
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2020 Wealth Gap and Investing Study

It's one of the biggest socioeconomic questions in the United States today: Why is inequality rising? We recently surveyed Americans to learn more about the...
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Why Your Taxes Could Go Up in Retirement and How to...

Many people believe retirement means lower taxes. But just because you’re no longer earning a paycheck doesn’t mean the taxman's out of your life forever. And with major economic and demographic challenges on the horizon, it’s time to start laying the groundwork now for lower taxes in retirement.
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FIRE Movement: Can I Achieve Financial Independence & Retire Early?

Who says you have to work until you're 65? By merely questioning that one assumption, you crack open the door to new possibilities. The question...
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What Is a 401(k) Plan and How Does It Work? –...

Study after study shows that Americans aren't saving enough for retirement. News articles about this problem usually conclude by urging workers to step up their...
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Military Retirement Pay & Pension Benefits (Explained)

Until recently, only career military personnel qualified for pensions. But everything changed in 2018. Thanks to the new blended retirement system, most service members qualify for some kind of benefit. But how does the new system work, and how does it affect lifers? Find out here.