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Maximum Social Security Benefit If You’re Born in 1958

If you were born in 1958, 2025 is a milestone year. You’ll be turning 67,…

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Biden cancels student loans with one week left to his term

As President Joe Biden's term draws to a close, he has granted federal student loan…

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Revocable Trust Vs. Irrevocable Trust: Key Differences

Key takeaways Trusts can be a great tool to simplify the process of moving assets…

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How to Minimize or Avoid Taxes on Your Venmo Transactions

Whether you are splitting a bill or selling handmade goods, the IRS may expect you…

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Can I Cash Out My 401(k) at Age 62? Pros and Cons

Cashing out a 401(k) at age 62 is allowed, but it comes with trade-offs many…

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December Inflation clouds Fed’s outlook on interest rate cuts

Annual inflation increased to 2.9% in December, rising modestly above the 2.7% annual inflation rate…

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The IRS Isn’t Answering. Now What?

What should you do if you need help with your taxes?After a busy filing season,…

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Safe Withdrawal Rate By Age: How to Calculate

Planning how much to withdraw in retirement often starts with understanding the safe withdrawal rate…

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California’s homeowners insurance industry faces rough road ahead as wildfires continue

The California wildfires have brought widespread disaster to communities in Southern California. It’s also contributed…

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What Is Withholding Tax and How Is It Calculated?

You’ve likely noticed the IRS withholds a portion of your paycheck before it ever reaches…

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