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How to save $750,000 for retirement with a $35,000 salary, broken down by age
June 30th, 2022

If you start saving early in your career, a small percentage of your salary can add up to $750,000 for your retirement fund. Here’s a breakdown. Originally Published on CNBC.com Continue Reading

June 30th, 2022
Retirees planning to travel should check their Medicare coverage to avoid costly surprises
June 29th, 2022

Depending on the specifics of your Medicare plan, you may not have coverage at your destination, whether in the U.S. or beyond its borders. Here’s what to know. Originally Published on CNBC.com Continue Reading

June 29th, 2022
‘It’s like going to the DMV online’: What to know about buying Series I savings bonds via TreasuryDirect
June 29th, 2022

It’s not easy to purchase Series I bonds online through TreasuryDirect, a 20-year-old platform. Here’s how to avoid common pain points. Originally Published on CNBC.com Continue Reading

June 29th, 2022
It’s a pension quandary: Rising interest rates make it trickier to choose between a lump sum or an annuity
June 21st, 2022

If you’re nearing retirement and are leaning toward taking your pension as an upfront payout, here’s how higher interest rates will impact that amount. Originally Published on CNBC.com Continue Reading

June 21st, 2022
Nearly two-thirds of millennial millionaires believe U.S. economy will be stronger by end of 2022, CNBC survey finds
June 15th, 2022

Most millennial millionaires feel optimistic about the economy, according to the latest CNBC Millionaire Survey. Originally Published on CNBC.com Continue Reading

June 15th, 2022
Here’s how retirees can give to charity and create an income stream at the same time
June 9th, 2022

Many nonprofits offer charitable gift annuities, which allow you to make a large gift and, in return, get a guaranteed income stream for life. Originally Published on CNBC.com Continue Reading

June 9th, 2022
Here’s how to fight a higher-than-expected property tax bill
June 9th, 2022

If the value of your home ballooned during the Covid pandemic, there may be ways to fight a higher-than-expected property tax bill, according to experts. Originally Published on CNBC.com Continue Reading

June 9th, 2022
Retirement tax breaks benefit higher earners, leaving middle-class savers behind, report finds
June 6th, 2022

Tax breaks designed to boost retirement savings may primarily benefit higher earners, leaving middle-class workers behind, according to a report. Originally Published on CNBC.com Continue Reading

June 6th, 2022
Investors revisit muni bonds amid higher yields and strong credit
June 1st, 2022

It’s been a tough year for muni bonds with investors cashing out amid rising interest rates. But higher yields and strong credit may be sparking a shift. Originally Published on CNBC.com Continue Reading

June 1st, 2022
Medicare Part B premium reduction won’t happen this year
May 31st, 2022

Medicare officials have determined that a mid-year change is not feasible, despite significant cost savings related to coverage of Alzheimer’s drug Aduhelm. Originally Published on CNBC.com Continue Reading

May 31st, 2022