Features

Obsessed With Rate Moves? This Financial CEO Explains How to Focus Less on the Fed

Reshuffling funds to get the highest yields? Holding out for the right time to borrow? Creating a durable plan for your cash means you can stop obsessing over interest rates.

By Kevin Brauer, MBA, CPA, CMA

Does the Market Feel Like We Do? It Does Not, and Here's Why

Shared moments are powerful, as fans of Peter Frampton's song "Do You Feel Like We Do" will testify. But that dynamic won't serve you as an investment strategy.

By Jesse W. Hurst, CFP®, AIF®

What Can You Do When Your Neighbor's Tree Is a Danger?

Some neighbors are jerks, but you don't have to be. Here's how to create a paper trail when asking a neighbor to deal with a tree that's a safety hazard.

By H. Dennis Beaver, Esq.

The Best Money Advice of All Time

Investing greats, renowned economists, top advisers and other experts share their favorite financial wisdom, both given and received.

By Ellen Chang

Green and Sustainable Bonds Can Help Portfolios and the Planet

The green and sustainable bond market continues to develop, creating opportunities for responsible investors who want portfolios that are diversified and impactful.

By Vishal Khanduja

10 Cheapest Places to Live in North Carolina

Property Tax From the Blue Ridge Mountains to the Outer Banks, we ranked the NC counties with the lowest property taxes in 2026.

By Kate Schubel

Best Cheap Stocks (Under $10) to Buy Now

When seeking out the best cheap stocks to buy under $10, investors should focus on quality and liquidity. Here are five we like.

By Jeff Reeves

3 Estate Planning Strategies That Thrive in Volatile Markets

From GRATs to Roth conversions, learn how to leverage market swings to protect your family’s future wealth.

By Donna Fuscaldo

The '120 Minus You Rule' of Retirement

The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's a better way to construct your retirement portfolio.

By Jacob Schroeder

What Is Stagflation and How Can Investors Prepare?

An oil supply shock and a weak jobs report have markets wondering about stagflation, when economic growth slows and the unemployment rate spikes.

By Coryanne Hicks

Not Even Death Can Cheat the IRS: Lessons From a Massachusetts Estate

Estate Tax If you owed money to the IRS while alive, your death isn’t going to stop them from collecting. Here's what you need to know about death and taxes.

By Roxanne Bland

Why After-Tax Returns Are the Only Returns That Matter

Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.

By Kelly Ann Winget

3 Financial Hurdles Coming Up for Women: How to Overcome Them

From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.

By Tony Drake, CFP®, Investment Advisor Representative

Winning an Exit: What Small Businesses Can Learn from Meta

How can business owners exit their company with a proper valuation and no regrets? Meta's billion-dollar acquisition of a small AI firm provides a clue.

By Kempten Schwab

5 New Retirement Rules Taking Effect in 2026

Sponsored by American National

Retirement planning in 2026 comes with new contribution limits, tax breaks and health care changes. Here's what savers and retirees need to know.

By Jacob Schroeder

Is AI-Generated 'Workslop' Ruining Your Work Relationships?

A coworker's poor work that was generated by AI and not edited for accuracy or quality is the latest headache in the workplace. You address it without drama.

By Allison Gerrard

Should we fund our grandchild's 529 or our retirement?

We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?

By Maurie Backman

Are Annuities Safe? An Industry Expert Explains the Risks

Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.

By Ken Nuss

Nearing Retirement? Why 'Refirement' Is a Better Philosophy

Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.

By Hilton Lamprecht

5 Ways to Create Your Retirement Paycheck Without the Stress

The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure cash flow and long-term flexibility.

By Jeff Judge, CFP®, ChFC®, CLU®, AEP®

In or Near Retirement? 4 Recent Tax Changes You Need to Know

The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.

By Evan T. Beach, CFP®, AWMA®

Buying a Home This Year? 3 Moves to Make Before the Next Fed Meeting

A few smart financial moves now can help you qualify for better mortgage terms and act quickly if the market shifts.

By Choncé Maddox

‘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

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

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®

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

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