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Investing More Than The Gift Tax Limit Shouldn’t Be A Problem

Every year or two, the market hands you a gift wrapped in anxiety. You watch your portfolio bleed, you refresh your brokerage app more than...

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8 Best Places To Sell Musical Instruments for Cash

Do you have musical instruments you’re no longer using and want to sell? In my household, we play piano, violin, cello, and ukulele, so...

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College Board’s Education Pays 2026 Report Confirms: A Degree Still Pays Off

Key Points Bachelor’s degree holders earned a median of $81,800 in 2024 ($31,200 (62%) more than high school graduates) and took home...

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Tony Thurmond Backs Billionaire Tax For K-14 Schools As He Runs for California Governor

The big picture: California’s top education leaders painted an optimistic picture of the state’s K-14 system at the ASU+GSV Summit in...

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5 Beneficiary Designation Mistakes That Can Wreck Your Estate Plan

Key Points Beneficiary designations on retirement accounts, life insurance, and bank accounts are legally binding contracts that override...

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Exercises To Help Clients Better Navigate The Transition To Retirement After Having Done It Yourself: #FASuccess Ep 485 With Michael Kay

Welcome everyone! Welcome to the 485th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Michael Kay....

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A Financial Dilemma: Save Your Parents, Your Children, or Yourself

After publishing my piece on the shocking cost of eldercare, a question kept nagging at me that I couldn’t shake: when money is...

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How To Make $10,000 a Month as a Personal Chef

Do you want to learn how to become a personal chef? Are you wondering if it’s possible to make money cooking for others? Many people...

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How I Completed My CFP Education Requirement In Less Than 1 Year (While Working Full-Time)

Financial advisors who pursue the CFP certification mid-career often face a daunting logistical reality: how to complete a rigorous...

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IDR Payment Tracker Returning to StudentAid.gov After Education Department Reversal

The Department of Education says it is working to restore the income-driven repayment (IDR) payment count tracker on StudentAid.gov —...

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