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Why Business Owners Should Review Their Buy-Sell Agreements
A recent tax case now before the U.S. Supreme Court hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.
By John M. Goralka Last updated
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Strategies to Optimize Your Social Security Benefits
To maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working.
By Jason “JB” Beckett Published
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Don’t Forget to Update Beneficiaries After a Gray Divorce
Some states automatically revoke a former spouse as a beneficiary on some accounts. Waivers can be used, too. Best not to leave it up to your state, though.
By Andrew Hatherley, CDFA®, CRPC® Published
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What’s the Difference Between a CPA and a Tax Planner?
CPAs do the important number crunching for tax preparation and filing, but tax planners look at the big picture and come up with tax-saving strategies.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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8 Best Energy ETFs to Buy
ETFs Oil and gas stocks are off to a hot start in 2024 and these energy ETFs can give investors exposure to the space.
By Kyle Woodley Last updated
ETFs -
Stock Market Today: Dow Slips After Travelers' Earnings Miss
The property and casualty insurer posted a bottom-line miss as catastrophe losses spiked.
By Karee Venema Published
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Why United Airlines Stock Is Flying Higher After Earnings
United Airlines beat expectations for the first quarter and its stock is by soaring. Here's what you need to know.
By Joey Solitro Published
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Best Marijuana Stocks to Buy: Cannabis Stocks for Investing
Kiplinger's Investing Outlook The best marijuana stocks have been put through the wringer for years. But with U.S. cannabis sales on the rise, these picks could finally have their day in the sun.
By Will Ashworth Last updated
Kiplinger's Investing Outlook -
Things to Do When Retired and Bored
happy retirement Here are 12 ways to prepare now for retirement so that you’ll be happy, active, fulfilled and never, ever bored.
By Jacob Schroeder Last updated
happy retirement