Features
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‘Solo Agers’ Are Thriving on Their Own Terms
Millions of retirees choose independence over isolation. If you're a "solo ager," your retirement can be secure and rewarding.
By Elaine Silvestrini
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My First $1 Million: Retired Physician, 52, Chicago
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
By Joyce Lamb
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5 Legal 'Loopholes' the IRS Wishes You Didn't Know
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
By Lawrence Sprung, CFP®, CEPA®
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Want to Quit the 9-to-5? This 8-Point Plan Can Get You There
Leaving your job to step out on your own is doable, but you'll need a concrete financial plan to get there. This checklist can see you through the process.
By Anthony Martin
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Does Your Retirement Portfolio Resemble a Junk Drawer? Here's How to Clean It Up
This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.
By Robert Martin
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Confident Retirement Planning Starts With These 5 Habits
These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
By Michael Pappis, CFP®
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States That Won't Tax Your Death
Estate Taxes How much will your children — or other heirs — pay when you die? That depends on whether you live in a state with no death tax.
By Katelyn Washington
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The Five Best Cruise Lines for Retirees
Retirement is an ideal time for cruising. Check out the five best cruise lines for comfort, ease and unforgettable experiences.
By Kathryn Pomroy
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Retire at Sea: Why a Luxury Cruise Ship Could Be Your Dream Home
Ready to retire on a luxury cruise ship? Turn your golden years into an epic journey by calling a cruise ship home and exploring the world by sea.
By Erin Bendig
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20 Ways to Clean Up Your Finances This Spring
Spring cleaning is therapeutic and stops costly problems from building up around the home. Why not tackle the dusty corners of your finances at the same time?
By Lisa Gerstner
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QUIZ: Are You Ready To Retire At 60?
Are you in a good position to retire at 60? Find out with this quick quiz.
By Donna Fuscaldo
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Kiplinger Retail Outlook: Underlying Consumer Spending Is Still OK
Economic Forecasts Sales were flat in both December and January, though widespread January storms likely hindered spending.
By David Payne
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Exports have held up reasonably well despite tariff disputes
Forecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
By Rodrigo Sermeño
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Why Your 401(k) Gift Could Be a Retirement Trap For Your Kids
It’s natural to want to share your retirement nest egg with family. Learn how to give generously without putting your own financial security or tax bracket at risk.
By Donna Fuscaldo
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Health Care Costs: What You Can Expect to Pay and How to Save
health insurance From premiums to co-pays, health care is one savings goal you can't afford to ignore. Understanding how high-deductible health plans and HSAs work may help.
By David Jaeger, CFP®
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Tired of Unwanted Calls? Thwart the Robocaller Invasion
Scams Consumers have options in the fight to help keep these infuriating interruptions at bay. Plus, what you can do if you answer a call by mistake.
By Martin Baker, CFP®, CEPA®
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February Jobs Report Shows a Surprise Drop in Payrolls
The Federal Reserve is unlikely to cut interest rates anytime soon, even with a shockingly weak February jobs report. Here's why.
By Karee Venema
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Tax Season 2026: 8 Big Changes to Know Before You File
Tax Season Due to several major tax rule changes, your 2025 return might feel unfamiliar even if your income looks the same.
By Kelley R. Taylor
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Ask the Editor: Questions on the Senior Deduction and Tax Filing
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on the new $6,000 senior deduction and how to claim it on your tax return.
By Joy Taylor
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Walmart Isn't the Cheapest Grocery Store – Here's the Chain That Beat It
If you're looking for the lowest prices on groceries, Walmart might not be your best bet anymore.
By Rachael Green
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The 30-Minute Subscription Audit That Could Save You Hundreds This Year
From forgotten free trials to duplicate streaming services, here's how to find and eliminate recurring charges fast.
By Choncé Maddox
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Is Your Company Missing Out on This 35% Airline Points Rebate?
We'll show you a unique way to save on flights, and which businesses will benefit the most.
By Sean Jackson
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Estate Planning for Women: Preparing for When Life Happens
A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
By Leslie Gillin Bohner
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Social Security Family Maximum Benefits: Are You Eligible?
Thanks to the family maximum benefit, when a retiree starts collecting Social Security, certain family members may also receive support. Here's a complete guide.
By Martha Shedden, CRPC®, RSSA®
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Will Inheriting the Family Money Make You or Break You?
Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall.
By Erin Wood, CFP®, CRPC®, FBS®
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4 Tools to Help Advisers With Next-Level Estate Planning
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
By Marguerita M. Cheng, CFP® & RICP®
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Alternatives and Taxes: Control Your Advisory Firm's K-1 Chaos
Growing client exposure to alternative investments means K-1 forms can overwhelm an advisory firm's operations during tax season. Here's how to keep up.
By John LaMancuso
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Medicare Premiums 2026: IRMAA Brackets and Surcharges for Parts B and D
Do you have to pay the monthly Medicare premium surcharge this year? It depends.
By Donna LeValley
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12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits
Social Security Claiming Social Security benefits at the right time means more money for you. Here’s a guide to everything from knowing your retirement age to spousal benefits.
By Donna LeValley
