Features
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Shield Your Assets Before the 5-Year Medicaid Clock Runs OutThis trust safeguards your life savings from high long-term care costs while maintaining your eligibility for government benefits.
By Jeffrey M. Verdon, Esq.
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How Businesses Can Scale Faster Via Strategic PartnershipsReal growth can be the result of well-structured collaborations that combine complementary strengths to accomplish far more than a lone entrepreneur.
By Natajia Miller
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They Retired With $10 Million. Should They Invest Aggressively?In this week's Wealth Wise advice column, experts explain why you don't have to play it safe if your income is secure and you're investing for your heirs.
By Maurie Backman
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Are You Rebalancing Your Portfolio for a Good Reason?Inflation, volatile markets and news from the Middle East have many feeling the need to make changes, but acting on impulse is unlikely to lead to success.
By John M. Boccio
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How to Prepare Kids for an Inheritance at Every AgeDon't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
By Jessica Rickert, PGWTA
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Older Homeowners Are Cutting Their Property Tax Bills by VolunteeringProperty Tax Want to save up to $1,500 on your property taxes? Here's how giving back can lower your bill in retirement.
By Kate Schubel
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10 States With the Lowest Sales TaxSales Tax Living in one of the lowest sales tax states doesn't always mean you'll pay less.
By Katelyn Washington
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How to Fact-Check AI Financial Advice in 7 StepsAI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
By Anthony Martin
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How to Turn Your RMD Into a Smart Tax StrategyRequired minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
By Jonathan I. Shenkman, AIF®
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Retiring Abroad Sounded Good — Until I Realized What I’d Be Giving UpFrom healthcare logistics to social ties, here's why staying in my longtime home won out over a tropical move.
By Sandra Block
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Rate Hikes Are Back: What It Means for RetireesRetirees could take advantage of better yields on cash and annuities while paying down variable debt and navigating a tougher housing market.
By Evan T. Beach, CFP®, AWMA®
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Retirement Planning Strategies for WomenWomen can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.
By Misty Stoddart
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Is Your Financial Plan Sustainable if You Live to 95?Your financial plan may need to support you for 35 years of retirement, not 25. Here's how to redo the maths on withdrawals, inflation and lifetime income.
By Angela Palo
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My First $1 Million: Mechanical Engineer, 69, Los Angeles"I am the classic 'millionaire next door.' I started saving in the company saving plan with my first paycheck at age 22 and never stopped."
By Joyce Lamb
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The $100K Inheritance Blueprint: Where to Put Your Money FirstYou don't need a million dollars to transform your finances and set yourself up for retirement.
By Kathryn Pomroy
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How to Avoid Medicare Penalties When Working Past 65If you work past age 65, assuming you can delay signing up for Medicare can lead to permanent penalties and costly coverage gaps. Here's how to avoid that.
By Jeff Judge, CFP®, ChFC®, CLU®, AEP®
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How to Invest for Higher RatesInterest rates declined from 1981 until 2020, but we may now be in a long-term trend in the opposite direction. Here's how investors can prepare.
By James K. Glassman
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6 Essential Estate Planning Documents to Prepare NowThese core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out.
By Carole Laible
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How the Ultra-Rich Can Protect Mega-IRA AssetsAccumulating tens of millions in a mega-retirement account is impressive, but preserving that wealth across generations requires moving beyond standard IRAs.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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10 Worst Things to Buy at CostcoSmart Buying Costco gets big ups from shoppers and shopping experts alike for its high-quality products and low prices. However, it's not always the wisest choice to buy these products in bulk.
By Bob Niedt
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The Best No-Penalty CD Rates: October 2026No-penalty CDs provide a high return while giving you the flexibility to access your cash whenever needed. Check out Kiplinger's top choices.
By Sean Jackson
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Money Market vs. High-Yield Savings: Which Is Better?Money market accounts and high-yield savings accounts both offer attractive rates. Compare APYs, fees and access to your cash to find the right fit.
By Sean Jackson
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Should You Leave Your Heat On All Day or Turn It Off?We'll show you which option helps keep you comfortable and save money on your energy bills.
By Erin Bendig
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The 5% Diversification Rule: Your Secret Weapon for Smarter InvestingWhen it comes to investing, sometimes less is more. Following the 5% Diversification Rule helps you keep a more balanced portfolio.
By Coryanne Hicks
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What the Rich Know About Investing That You Don'tSuccessful investors become rich by following basic rules and being disciplined over the long term. Here's how to accumulate real wealth.
By Coryanne Hicks
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Best Conservative Investments for Retirees in Search of Simple SafetyThe best conservative investments for retirees include low-cost mutual funds and ETFs that hold stocks and bonds as well as simple and safe money market funds.
By Mark R. Hake, CFA
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12 Great Places to Retire in the MidwestHere are our retirement picks in the 12 midwestern states.
By Stacy Rapacon
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7 Money Behaviors That Can Hold Back Financial SuccessThe everyday decisions that may be costing you more than you realize.
By Choncé Maddox
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10 Reasons to Retire in an RVRV-loving retirees talk about the upsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
By Bob Niedt
