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2 weeks ago | 
flipboard.com | Riley Adams |Kyle Woodley |Hannah Kowalczyk-Harper
1 day agoTaxes are often one of the biggest expenses retirees incur. With our progressive tax system, theoretically, the more you make, the more taxes you must pay. One of the biggest exceptions is income in your Roth IRA. Keep reading as we share how you can save $70,000 or more in this type of retirement …
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3 weeks ago | 
flipboard.com | Riley Adams |Kyle Woodley |Hannah Kowalczyk-Harper
10 hours agoA lesson in productive self-awareness Like most humans, I generally prefer to surround myself with people who like, value, and respect me. You know, it’s quite a nice and simple way to boost my self-esteem. And yet, after studying human behavior for many years, I am fully aware that the tendency to …
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3 weeks ago | 
flipboard.com | Riley Adams |Kyle Woodley |Hannah Kowalczyk-Harper
9 hours agoEven a16z VCs say no one really knows what an AI agent isBuzzwords that are stretched to the point of being meaningless are as old as the tech industry itself. The top current one is “AI agent” and its variants, like “agentic.” So, unsurprisingly, no one really knows what an AI agent is.
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1 month ago | 
wealthup.com | Riley Adams |Kyle Woodley |Hannah Kowalczyk-Harper
You worked hard to have a comfortable life and pass on some wealth to your heirs. Unfortunately, if not done strategically, the transition of your wealth could result in a substantial tax burden for whoever inherits it. Don’t let your final gift to your heirs be a tax bomb.
Sure, people typically prefer receiving money with a high tax burden than not receiving the money at all.
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1 month ago | 
wealthup.com | Hannah Kowalczyk-Harper |Kyle Woodley |Riley Adams
When discussing popular retail chains, you can’t forget about Target.
Target spans nearly 2,000 stores across all 50 states and the District of Columbia. Nearly three-fourths of Americans live within 10 miles of a Target.
These stores sell virtually everything—clothes, home decor, toys, electronics, groceries, pharmaceuticals, and more.
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1 month ago | 
wealthup.com | Riley Adams |Kyle Woodley |Hannah Kowalczyk-Harper
Empty nest, full of questions? Your adult child is ready to fly back home, and you’re navigating this new chapter. Whether it’s a financial reset, career transition, or just a need for a change of scenery, it’s a big decision for both of you. But you’ll need to weigh a number of considerations before committing either way.
Let’s go over some of the common pros and cons of letting your child move back into your home after they graduate.
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1 month ago | 
wealthup.com | Riley Adams |Kyle Woodley |Hannah Kowalczyk-Harper
Millennials have faced so many financial and economic hurdles in saving for retirement that it’s surprising they still have the stamina to keep sprinting toward their goals.
This generation has the highest percentage of consumers with student loan debt. Many entered the workforce during or in the aftermath of the Great Recession. They’re past the golden era of pensions. They suffered through the COVID-19 pandemic.
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1 month ago | 
wealthup.com | Riley Adams |Kyle Woodley |Hannah Kowalczyk-Harper
We, along with the rest of the financial media, spend a lot of time talking about the importance of growing your money. But accumulating wealth is just one step to becoming financially stable—equally as important is protecting your wealth.
To be clear: I don’t mean hiding cash in a wall safe or setting up an elaborate system of booby traps around a piggy bank.
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1 month ago | 
wealthup.com | Hannah Kowalczyk-Harper |Kyle Woodley |Riley Adams
Congratulations on your retirement! (Or, if you’re not quite there, congrats in advance!) I know you have a litany of lifestyle choices to make, and today I’m going to help you tackle one of the more laborious ones: whether or not you should move.
As a retiree, you’ll have much more control over how and where you spend your time.
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1 month ago | 
wealthup.com | Hannah Kowalczyk-Harper |Kyle Woodley |Riley Adams
Going … going … gone!
We’ve all seen something become massively popular or pervasive, only to mostly or completely vanish years later. Did you ever scroll through MySpace? Rent videos or games at Blockbuster Video? Listen to music on your Walkman?
You probably did, but you almost certainly don’t anymore. That’s because while some products, services, even ideas can stand the test of time, many more of those things—both good and bad—come to an end sooner or later.
