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In this Newsletter: Put Your Money Where Your Values Are Coming in 2024: New 529 Plan to Roth IRA Rollover Option Financing Options to Help You Ride the Mortgage Rate Roller Coaster Read Full Planning Newsletter Here...

Cognitive decline is an unfortunate consequence of aging — one that affects as many as two-thirds of people. But new research suggests it hits several groups hardest: those who are white, male and have college degrees. Financial professionals say that the results...

When I was young and unschooled about money, I borrowed thousands of dollars to attend Northwestern University. As I recall, tuition was around $12,000 a year in 1980, and I had only $3,000 to my name. How could I pay? The dean sent me a letter explaining that the...

2Q2023 IWM Market Analysis provides insights from Fidelity Investments research analyst team. 2Q2023 IWM Market Analysis (click here)...

Key Points Inflation adjustments boosted the long-term capital gains tax brackets for 2023, which apply to investments owned for more than one year. This means it takes more income to reach the 15% or 20% brackets and you may owe 0% capital gains taxes for 2023,...

WHAT DO WALL STREET analysts, magazine editors, economists and academics have in common? They’ve all found it virtually impossible to make accurate market forecasts. That’s why Vanguard Group founder Jack Bogle gave this advice to investors: When markets go haywire,...

I FOUND OUT A YEAR ago that my Aunt Ina Lou, then aged 95, had designated me as her agent in her financial and medical powers of attorney. She also named me as executor of her estate and the trustee for her trust. She wasn’t well and needed more help than her...