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We all read a lot of commentary these days – both good and bad – about how AI will change things. Yet most of it misses…

D3sign | Moment | Getty ImagesMany investors don’t know about the 0% capital gains bracket, which allows you to “harvest gains,” or sell profitable assets, without…

Retirement planning isn’t just about hitting a number. It’s about clarity, confidence, and making sure your money supports the life you actually want. The truth is,…

Community banks vs big banks: Which is right for you? Source link

Across the country, hundreds of credit unions utilize the Community Development Financial Institutions, or CDFI, Fund to bring financial stability, access, and opportunity to families and…

In this episode of Boldin Your Money, Steve Chen talks with Jillian Johnsrud, author of Retire Often, about how taking intentional career breaks, what she calls…

A student studies in the Perry-Castaneda Library at the University of Texas at Austin, Feb. 22, 2024.Brandon Bell | Getty ImagesAs back-to-school season gets underway, parents…

  Federal Private Do you need good credit (or a creditworthy cosigner) to qualify? No Yes — however, some lenders have more flexibility underwriting (at the…

Alvaro Gonzalez | Moment | Getty ImagesIf you’re eyeing a Roth conversion, President Donald Trump’s “big beautiful bill” could make the strategy more complicated, according to…

“We can’t even imagine how our lives are going to change…” In a recent interview with our friends at MarketBeat, our very own Chief Income Strategist…