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Thursday, July 17, 2025

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81 results found for “Financial planning”.

How to set financial goals & stick to them in 5 steps

Setting financial goals starts with understanding your full financial picture — including your investments, savings, assets, and liabilities — and your values.

What is risk tolerance & how to determine yours

Learn how to determine your risk tolerance, balance risk and reward, and build an investment strategy that fits your comfort level.

What the big, beautiful bill could mean for wallets nationwide

New legislation will reshape the tax code, adjust federal health spending, and retool college savings plans. Here's what you need to know about the law.

How Americans are getting financially stronger

Saving more and spending less — all while finding joy. Americans are walking a balance, but doing it confidently.

The 10 best places to retire in Arizona

Many people opt to retire to Arizona whether they're searching for desert solitude or busy cities, due to the combination of warm weather and beautiful scenery. Here are some of the best cities to retire in Arizona. 

HSAs could see $44.3 billion revamp under new tax bill

If passed, the bill could double health savings account (HSA) contribution limits and see gym memberships become eligible expenses.

5 IRA benefits for retirement planning

Understand the benefits of an IRA and how the accounts can offer savers an additional way to build long-term savings beyond employer-sponsored plans.

Pencils down: Getting ahead of resumed student loan repayments

After being on pause since 2020, federal student loan collections are officially back. Borrowers in default have options to get back on track with repayments.

Young investors turn to Roth IRAs for retirement planning

The potential for tax-free growth makes Roth IRAs an attractive option for younger savers who have decades to maximize investments.

Wedded bliss, with a price twist

The average celebration runs around $31,281 and new tariffs could bump up the cost of imported goods from gowns and flowers to catering and cake.

Riding the volatility waves

For investors with a long-term mindset, managing volatility could offer more than just defense.

Healthcare now, savings later: Turning HSAs into retirement tools

Health savings accounts (HSAs) have long been used to cover medical costs. But when treated like a retirement account, they may also help build long-term savings.

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