Personal Finance

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Latest Personal Finance News

Routing number: What it is and how to find yours

PeopleImages/Getty Images In this article Caret DownCaret Up Routine banking transactions like online bill payments, check processing and wire transfers…

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What The New Fiduciary Rule Means For Your Retirement Savings

After several abortive attempts over three presidential administrations, the Department of Labor (DOL) once again has issued a new Fiduciary…

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6 Questions to Ask Before Buying an Annuity

Annuities can offer financial stability through a steady stream of income, but they can also impact your long-term financial health.…

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Statement balance vs. current balance: What’s the difference?

Key takeaways The statement balance is the amount owed at the end of your billing cycle, while the current balance…

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Wells Fargo Bank near me: Find branches and ATMs close by

VIEW press/Contributor/Getty Images Wells Fargo is a financial institution that offers its customers personal, small business, commercial, corporate and investment…

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The Tax Cuts And Jobs Act Mainly Expires In 2025

Most of the tax changes in the 2017 Tax Cuts & Jobs Act (TCJA) expire (sunset) at the end of…

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One Small Shift Could Make A $2 Million Retirement Difference

Adequate savings are the foundation of any happy, sustainable retirement and the essential building block for any successful retirement plan.…

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I Have $500k in a Roth IRA, and Will Receive a Combined $2,000 a Month From a Pension and Social Security. Can I Retire at 62?

Figuring out when you can afford to retire often comes down to determining whether your assets will produce enough annual…

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PNC Bank near me: Find branches and ATMs close by

PNC Bank is one of the largest banks operating in the U.S. It offers a full suite of retail, commercial…

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Tax Return Disclosures Avoid IRS Penalties, Ease Or Prevent Audits

Tax advisers use the term 'disclosure' frequently, and it can sometimes have a negative connotation. Many people do not want…

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