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10 tips to master personal finance

Personal finance is an important, and sometimes tricky, subject. There’s more to know than the average credit-card-swiping, online-bank-account-monitoring, stock-market-checking individual can keep track of. We’ve put together some of the top tips and best practices to help navigate your personal finances.

Tax cuts and job act: how it affects you

In December 2017 the Tax Cuts and Jobs Act was signed into law. The bill’s primary function is a massive corporate tax cut, but individual taxpayers are also impacted by an across-the-board tax cut.

The end of an era has arrived for undoing Roth conversions

Whether you call it a do-over or a recharacterization, the end of an era has arrived for undoing a Roth conversion.

Due date approaches for 2017 federal income tax returns

Tax season is here. Here’s what you need to know about filing on time, extensions, refunds and, regrettably, any potential amounts due.

Four tips for downsizing in retirement

Moving to a smaller home in retirement – or downsizing – could be a savvy financial move if you haven't reached your retirement savings goals. Learn more from Waddell & Reed Insights.

Tax Benefits of Homeownership

Buying a home is a major expense. Fortunately, federal tax benefits are available to make homeownership more affordable. There may be additional tax benefits under your state’s laws.

Are you prepared for emergency expenses

Find out more about how to save some cash for an emergency fund. Take the quiz.

Establishing a financial safety net

In times of crisis, you don't want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you're protected when a financial emergency arises.

Financial planning for childless couples

Much of financial planning is focused on children and heirs. But if you have no children, your financial planning needs are quite different. What have you and your partner potentially overlooked? Take the quiz.

2018 cost-of-living (COLA) adjustment

The automatic cost-of-living adjustment – COLA -- for Social Security and Supplemental Security Income recipients allows their benefits to keep pace with inflation.

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