FEBRUARY 2024
Five 2024 policy shifts that can affect retirement savingsVIA CNBC
A piece of legislation known as Secure 2.0 passed Congress in 2022 and brought with it a raft of changes to the rules surrounding Americans’ retirement savings.
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Five best financial moves to make in 2024VIA Kiplinger
Unlike many resolutions that require constant vigilance, such as dieting or exercising, you only have to take a few steps to improve your financial health and security in 2024 and the future.
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Expectations for buying a house in 2024VIA NerdWallet
The market remains tough for buyers, but there’s still no time like the present to start shopping. The long-term benefit of buying often outweighs the pain of toughing out the search.
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Your number-one financial resolution for 2024VIA CNN
From reevaluating your spending habits to understanding the true value of money in your life, learn how to make your finances work towards your personal happiness and security.
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What to know about 2024 tax filing seasonVIA CNBC
The IRS will start accepting and processing 2023 tax returns for individual filers on January 29. Most taxpayers must file federal returns and pay balances by April 15 to avoid penalties and interest.
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What do lower interest rates mean for retirees?VIA US News
Lower interest rates pose a dual-edged sword for fixed-income investors, experts say. With the Federal Reserve likely to cut interest rates, here’s how retirees may approach their investment portfolios.
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