Features

From buying mountain homes in Puerto Rico to locking in RVs early, pre-retirees are making bold financial moves. Here’s when it pays off and when it breaks the bank.

By Donna Fuscaldo

online brokers Find the best online brokers using our survey that compares investment offerings, tools, apps, advice and more.

By David Milstead

Ask the Editor Our Kiplinger Tax Letter Editor answers readers' questions about retirement plans and IRAs, including a big change to 401(k) catch-up contributions.

By Joy Taylor

Are you thinking of dropping your long-term care coverage because you no longer trust the insurance company? Don't cancel without considering these key issues.

By Daniel Fagan, MSPFP®, MPAS™, AIF®

As the priorities of affluent families shift, they're seeking guidance from advisers that goes beyond the financial and supports the life they want to live.

By Rick Buoncore

If you're thinking ahead to your year-end giving, here are four ways to maximize the impact of your donations while making full use of available tax incentives.

By Martin Schamis, CFP®

Planning your retirement? Avoid permanent reductions to your payout by understanding these four crucial rules before you apply for Social Security.

By Donna LeValley

If you have Medicare Part D or a Medicare Advantage plan, review your Annual Notice of Change. It can save you money and ensure you can still see your preferred doctors and hospitals.

By Donna LeValley

Switching car insurance companies could save you hundreds. Learn when and how to make the switch to maximize savings and avoid hidden fees.

By Daniel Bortz

Many homeowners don't realize they might not receive a full insurance payout if they don't meet the 80% coverage requirement.

By Rachael Green

Renters’ insurance protects your belongings and more – and it might not cost as much as you think.

By Emma Patch

Protecting your car and home with insurance is getting a lot more costly. Use these tips to minimize the pain of rising premiums.

By David Rodeck

Midterm election season is a good time to see if your risk tolerance and long-term objectives are still aligned, not to make big changes to your portfolio.

By Coryanne Hicks

Seniors tend to pay more for car insurance, but these discounts and strategies can help you keep rates down.

By Rachael Green

State Tax Before you grab a pint, find out how much your favorite German-style festival adds to the price in 2026.

By Kate Schubel

There are now more steps to file a complaint with the CFPB.

By Lisa Gerstner

Intentionally using your wealth to create lasting memories with the people you love, rather than just saving for someday, is one of life's greatest gifts.

By Dryden Pence

Prepare for rising Part D costs, shrinking drug plan options, and newly negotiated prescription prices before Open Enrollment begins.

By Donna LeValley

Failing to reach Social Security's 40-credit requirement doesn't mean your tax contributions are lost. Here are some options to help you secure benefits.

By Martha Shedden, CRPC®, RSSA®

A higher salary doesn't equate to a better job offer. Use this checklist to calculate the value of your noncash compensation and compare the full package.

By Stephen B. Dunbar III, JD, CLU

Debt can be a tool for long-term financial well-being. Loans for education, business expansion or high-interest consolidation can help you build wealth.

By David Kimball

retirement Whether you're planning ahead for your own heirs or have been asked to be the executor of an estate for someone else, it pays to understand what the role requires.

By Katherine Reynolds Lewis

Property Tax Permanent hardscaping and other installations may raise your property tax bill in 2026: here's what you may do about it.

By Kate Schubel

Having a power of attorney is critical should the time come when you can't make health and financial decisions on your own.

By Ella Vincent

Estate planning for women must account for longer average lifespans, interrupted work lives and other gender differences. It's crucial for their financial and physical health.

By Deborah Yao

There are many steps you have to take if you're named the executor of an estate, and each estate is different, but there are some basic steps to follow.

By Sandra Block

Surprise! Just over half of Americans 65 and older currently have a pension. Here is how much these guaranteed lifetime benefits pay out in all 50 states.

By Adam Shell