Advisors

Halfpoint Images | Moment | Getty Images Many women already feel they are behind when it comes to being financially prepared for retirement. There’s another risk they have to watch for: disruptive curveballs life throws at them that may put them off track, according to recent research from financial services firm Edward Jones and aging
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To be sure, 529 college savings plans already had a lot going for them. Now, thanks to ”Secure 2.0,” a slew of measures affecting retirement savers, they’re about to be even more attractive. Starting in 2024, savers can roll unused money from 529 plans over to Roth individual retirement accounts free of income tax or tax penalties. Among other limitations,
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Most Americans have never used ChatGPT. The majority aren’t interested in using generative artificial intelligence tools specifically for financial advice, either, according to a new CNBC Your Money Survey — at least not yet. Slightly more than one-third of U.S. adults — 37% — are interested in using AI tools to help them manage their
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Mason King Courtesy: Mason King More than a year of recessionary forecasts have created “a highly unusual market,” said Mason King, a principal of Luther King Capital Management in Fort Worth, Texas, which ranked No. 1 on CNBC’s list of the top 100 financial advisors in the U.S. for 2023. As a whole, the current climate has created
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Used car sales are soaring all over the U.S., and companies from Autonation to CarMax, Carvana and Buffalo, New York-based used car start-up ACV Auctions are benefitting. Patrick T. Fallon | Bloomberg | Getty Images During the pandemic, shoppers splurged on higher-end new cars. Now, given the current high car costs and interest rates, drivers
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oatawa | Getty As the U.S. Department of the Treasury and IRS roll out proposed regulations for crypto tax reporting, experts say it’s critical for investors to accurately report and track activity. Stemming from the 2021 federal infrastructure bill, the agencies on Friday unveiled the long-awaited tax reporting proposal for cryptocurrency, non-fungible tokens and other
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A Miami supermarket in July 2023. Joe Raedle | Getty Images News | Getty Images The forecast for the post-pandemic U.S. economy once called for a recession. Now many experts are backing off those predictions. In the latest about-face, 69% of economists surveyed by the National Association for Business Economics said they see a “soft
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