Personal Finance

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Latest Personal Finance News

Sales Taxes Take A Holiday In Some States

This is a published version of our weekly Forbes Tax Breaks newsletter. You can sign-up to get Tax Breaks in…

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Shareholder Yield—Venture Beyond Dividends With These 16 Stocks

Yield means more than quarterly dividend payouts. There is much to be said for defining it to include two other…

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What Is Excess Accumulation in Qualified Retirement Plans?

Navigating the rules and regulations surrounding qualified retirement plans like 401(k)s can be complex, particularly when it comes to required…

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How an Employee Stock Purchase Plan (ESPP) Is Taxed

One common question from employees with employee stock purchase plans is if there’s an employee stock purchase plan tax. While…

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Emergency and payday loan alternatives that could save you money

Key takeaways Payday loans are a form of predatory lending with exorbitant interest rates and short repayment periods, making them…

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What Is the Solo 401(k) Contribution Deadline?

A solo 401(k) plan is a powerful retirement savings tool designed specifically for self-employed individuals and business owners without employees.…

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Is it hard to get a boat loan? It depends on these factors

Key takeaways Boats can be financed multiple ways, including through boat loans or unsecured personal loans. Maintenance, storage, and insurance…

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How to Make a Retirement Income Plan

When it comes to how to plan for retirement income, start by evaluating your anticipated living expenses, considering healthcare costs…

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Keeping up with the Joneses: What it might be costing Americans

Jamie Feldman, 35 years old, lives in Brooklyn, N.Y. and is currently paying off nearly $20,000 in credit card debt.…

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How to Maximize Retirement Savings

Strategic planning and informed decision-making are key when it comes to how to maximize your retirement savings. By understanding the…

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