Features
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3 Reasons Fidelity is Kiplinger Readers' Favorite Full-Service BrokerFidelity is a Kiplinger Readers' Choice Award winner four years in a row. Here's why.
By Rachael Green
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Understand Prediction Markets Before They Come For YouAs these platforms expand, they're targeting an older, more affluent audience. But it pays to be wary of the hype.
By Kerri Anne Renzulli
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5 Regular Bills Retirees Can Prepay for Instant SavingsPrepaying everyday bills is the easiest way for retirees to lock in savings without cutting back. Here are five recurring expenses to pay upfront.
By Donna Fuscaldo
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How to Use ABLE Accounts for Back-to-School ExpensesManaging expenses effectively involves coordinating ABLE accounts, 529 plans and special needs trusts to support academic goals while protecting benefits.
By Mindy Neira, CFP®, ChSNC®
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Roth Conversion Strategy for High Earners Approaching RMDsDiscover how a 69-year-old engineer can successfully convert a $1.2 million IRA to a Roth before RMDs begin. Learn about IRMAA, tax issues and legacy planning.
By Maurie Backman
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How the Billable Hour Hurts Marriages: And How to Fix ItProfit-driven corporate environments can lead professionals to slowly abandon their ethical compass. Here's how a spouse might confront this moral drift.
By H. Dennis Beaver, Esq.
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The Best Options Trading PlatformsWith their number expanding and their quality improving, here are five of the best options trading platforms for investors.
By Jared Hoffmann
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Retiring Soon? How to Keep Your Work Friends From Fading AwayWhen you retire, you lose more than a job — you lose daily connection. Here are actionable ways to keep your favorite colleagues in your life after you step away
By Kathryn Pomroy
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Bond Ratings and What They Meaninvesting Bond ratings measure the creditworthiness of your bond issuer. Understanding bond ratings can help you limit your risk and maximize your yield.
By Donna LeValley
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10 Cheapest Places to Live in OhioProperty Tax Looking for low living costs in the Buckeye State? Explore these ten Ohio counties with the lowest property tax bills.
By Kate Schubel
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Food Tax: Which States Still Tax Groceries in 2026?State Tax Ten states still tax groceries, but that figure is shrinking.
By Katelyn Washington
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Best Mutual Funds to Buy for 2026 and BeyondThe best mutual funds capitalize on new trends that emerge year to year, all while offering low costs and solid management.
By Kyle Woodley
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A Strategic Future Care Planning Guide for Affluent FamiliesAre your assets accessible and structured to support health, mobility or cognitive issues? Waiting until care is needed can force decisions you might regret.
By Jesse Giordano, CFP®, CAP®, RLP®, CBEC®
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Is a 60/40 Portfolio Too Aggressive in Your Seventies?Generous pensions can act as a safety net, but concentration risk and healthcare gaps still loom large for retirees. This week's Wealth Wise advice column breaks it down.
By Maurie Backman
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How to Exit Real Estate Without a Huge Tax BillReal estate developers wanting to exit but facing a hefty tax bill can transition into a diversified portfolio of Delaware statutory trusts via a 1031 exchange.
By Dwight Kay
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5 Ways to Ensure Your Portfolio is Prepared for an AI BubbleAI could transform the economy, but not every stock will be a winner. Here's how to consider investing if you're worried about an AI bubble.
By Stephen B. Dunbar III, JD, CLU
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The $100-a-Day Retirement: 2026's Best Value DestinationsIt doesn’t take a small fortune to live affordably overseas, but it does take creativity and discipline.
By Brian O'Connell
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My Wife Was Laid Off at Age 64: 5 Questions We’re AskingEven people who work in financial services have questions when a layoff happens right before retirement. Here are five issues that need to be addressed.
By Kelly LaVigne, J.D.
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Why We Think NASA’s Budget Is Huge (When It’s Really Tiny)Your Taxes As millions watch the August skies, NASA accounts for just 0.36% of federal spending. Here's the reason we think it's more.
By Kate Schubel
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6 Ways to Stop Taxes Eating Into Your EstateWithout an estate tax plan, tax bills could eat into the wealth you worked hard to build. Here are six strategies to help ensure it passes into the right hands.
By Logan Queck, CFP®, ChFC®, CEPA®
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How to Read an IPO ProspectusThe IPO market is red-hot these days, but before you invest in an IPO, you need to read the prospectus. Here's what to look for and where to find it.
By Adam Shell
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4 Practical Ways to Prepare Your Kids for Their InheritanceThese steps can help you ensure that the wealth your children or grandchildren inherit is a catalyst for opportunity rather than a source of conflict.
By Chad Maggard, CFA®
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5 Ways to Prepare for an Aging Parent's Changing NeedsAging loved ones' care needs put pressure on financial plans and caregivers. It's important to talk openly about options before a crisis happens.
By Dennis D. Coughlin, CFP®, AIF®
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My First $1 Million: Blue-Collar Guide to Making $1 Million"We spent years paying rent and saving for our first home, so it is personally gratifying to see the next generation benefit from our hard work."
By Joyce Lamb
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Key Retirement Milestone Ages Most People MissRetirement planning is less about hitting milestone ages and more about understanding how financial decisions shape long-term income, taxes and healthcare costs.
By Michael Pappis, CFP®
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Beyond 1776: 4 Multi-Generational Road Trips for America's 250thSkip the crowded cobblestones of the 13 Colonies. These four regional routes prove America’s history is best learned on the open road.
By Donna LeValley
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Why River Cruises Are Winning Over Travelers Who Don’t Like CruisesSmall ships, personalized service and compelling destinations are a few of the reasons to travel on inland waterways.
By Martha C. White
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The Estate Planning Mistake That Triggers Family FeudsWhile legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.
By John P. Micera
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How to Maximize Credit Card Rewards Without DebtMaximizing credit card rewards can be a fantastic way to unlock perks like free travel, but don't let the allure of points drive you into debt.
By Lawrence Sprung, CFP®, CEPA®
