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Finance

More Americans shift money from checking and savings to accounts with investment income, study says

By JOSH BOAK
Jul 21, 2025 11:28 am - New research finds that more Americans are shifting their money from checking and savings accounts into financial vehicles that pay an investment income.
‘Click-to-cancel’ is over, but there are other ways to unsubscribe

By CORA LEWIS
Jul 19, 2025 1:19 pm - A “click-to-cancel” rule, which would have made it easier for consumers to end unwanted subscriptions, was blocked by a federal appeals court days before it was set to go into effect. But there are ways to end those subscriptions and memberships, even if they take some work.
Do as I say, not as I do: On my failings as an investor

By Christine Benz of Morningstar
Jul 19, 2025 1:03 pm - If a knowledgeable observer trained his or her sights on the investment choices made by Christine Benz of Morningstar, what trouble spots would they identify? Here are some of the biggies, and some to watch out for in your own portfolio.
Retirees, here’s how to tweak the 4% rule to protect your nest egg

By Amy Arnott and Ivanna Hampton of Morningstar
Jul 18, 2025 8:18 am - New retirees might enter a different environment than their predecessors—the economy or market might have changed slightly or dramatically.
‘An investment in compassion’: Recovered gift of nearly $201K presented to beloved animal shelter

By Mick Zawislak
Jul 16, 2025 8:32 pm - The last wishes of an anonymous donor were honored this week and a beloved animal shelter got a welcome boost as a result of a state consumer protection initiative to return unclaimed assets to rightful owners.
Driving business growth through smart borrowing

By Emilio DiCesare
Jul 13, 2025 1:52 pm - Smart borrowing is one of the most effective ways to fuel your business’s growth.
Big banks are tired of losing recruits to private equity

By Jayna Rohslau and Hannah Levitt
Jul 12, 2025 2:07 pm - Big banks investing millions to train junior employees are frustrated after finding new recruits picked off by private equity firms as soon as those programs end. Banks have made efforts to stem departures, with pledges to improve work-life balance, protect weekends and hike salaries.
Stress test your retirement portfolio in volatile markets

By Nick Ettelbrick
Jul 12, 2025 1:40 pm - If you're planning to retire within the next few years — or you’ve recently retired — market volatility may feel especially unsettling.
10 estate and tax strategies for 2025 and beyond

By Andrew J. Kelleher, Robert Holland and Edwin P. Morrow III
Jul 12, 2025 1:38 pm - The current tax landscape presents significant opportunities — but the window is closing.
Trump’s tax law includes a $40,000 SALT cap. Here’s who qualifies.

By Jeff Stein
Jul 12, 2025 1:23 pm - The new GOP tax law quadruples how much people can deduct in state and local taxes off their federal returns, offering significant relief to high earners in many Democratic-led states by partially undoing a big change in President Donald Trump’s 2017 law.

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