Features
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How to Manage Longevity Risk in Retirement: 10 SolutionsLongevity risk is the downside of our longer life expectancies. Here are 10 ways to make sure your money lasts.
By Jacob Schroeder
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Giving Money for a Wedding or Graduation? See if You Know These IRS Gift Tax RulesQuiz Can you separate fact from fiction when it comes to IRS rules about how much you can gift tax-free? Take our quiz.
By Kelley R. Taylor
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Knicks vs Spurs NBA Finals Puts the 'Jock Tax' Back in the SpotlightState Taxes The NBA Finals, and other sporting events, are connected to taxes in a significant way.
By Kelley R. Taylor
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Average Generation Jones (Age 61 - 72) Net WorthGeneration Jones came of age during rising inflation and an oil crisis, so it's back in the cockpit for these digital pioneers as they navigate retirement.
By Adam Shell
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Where Do DIY Investors Stumble Without Professional Help?While most DIY investors focus on short-term portfolio performance, CFAs and CFPs specialize in long-term strategies that support your full financial picture.
By Sam Waltman, CFA®, CFP®, CEPA®
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Why the College-First Mindset Is Outdated and Failing Us AllCollege is no longer the safest route to job security. The sooner we change attitudes towards skilled labor and alternative career paths, the better for us all.
By Scott Laband
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Why the Best LGBTQ+ Charitable Giving Goes Beyond Pride MonthAs you celebrate Pride Month, consider how a commitment to year-round charitable giving can make all the difference to national and local LGBTQ+ groups.
By Mindy Neira, CFP®, ChSNC®
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Managing the High Cost of Mental Health CareCases of anxiety, depression and other conditions are rising, and so is the price of treatment. These strategies can help you get care you can afford.
By Cameron Huddleston
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Should You Start a Trump Account for Your Child?Trump Accounts will launch on July 4, 2026. Here, we look at whether you should sign your kid up.
By Charles Lewis Sizemore, CFA
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Best No-Fee High-Yield Savings Rates: June 2026If you want to stay ahead of rising everyday costs, these accounts can help you achieve that.
By Sean Jackson
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Best High-Yield Savings Accounts June 2026 — Earn 4.20%High-yield savings account options Kiplinger has found that offer rates up to 4.20%, helping you beat inflation and grow your savings faster.
By Sean Jackson
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SpaceX IPO: Should You Buy SPCX Stock?The massive SpaceX IPO is almost here, with Elon Musk's space exploration and satellite company expected to start trading next week.
By Karee Venema
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Why 'Locking' Your Social Security Number Is the New Credit FreezeHere is how to keep your Social Security number private in an age of aggressive cybercriminals.
By Donna LeValley
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The Rise of the 'Half-Back' Retiree: Why a Perfect Florida Condo Isn't EnoughRegretting a move to Florida? You aren’t alone. Many people relocate in retirement to a new place they end up not liking. Here's how a half-back move can save your retirement.
By Donna Fuscaldo
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The 4% Rule for Retirement Withdrawals Gets an UpgradeThe go-to rule for retirement spending was created over 30 years ago. Things have changed since then. Here's how you can modernize the rule to fit your needs.
By David Rodeck
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The Short-Term Rental Crackdown: Should You Sell?We consider the case of a retired couple relying on summer rental income from a $1.1 million beach house. Local zoning changes are forcing a hard choice between lifestyle and portfolio stability.
By Maurie Backman
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Should You Work in Retirement or Work on Your Golf Swing?While many retirees keep a job for the social and physical benefits, many are working out of financial necessity. Is working in retirement right for you?
By Alan E. Becker, Investment Adviser
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The Most Important Planning Step I Learned After I RetiredMost of us focus on how much to save for retirement, but what you'll spend is just as important, and your spending habits might change more than you expect.
By Jeanne Thompson
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What to Do When a 529 Plan Doesn't Cover the Cost of CollegeDon't dip into your own retirement savings if your child's 529 plan won't cover all their college expenses. The plan can be more flexible than you might think.
By Bennett Pardue, CFP®, CDFA®, Investment Adviser Representative
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Planning for Care If You Can No Longer Care for YourselfLong-term care as you age is expensive and, for most of us, inevitable. Making arrangements now, while you can, is a gift to those you love.
By Kerri Anne Renzulli
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4 Things You Can Do If Your Home Insurance Is Canceled or Not RenewedHere's how to understand your notice, switch coverage and protect your home after a policy nonrenewal or cancellation.
By Ben Luthi
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What Happens During a Home Appraisal?From comps to contingencies, here’s what a home appraisal reveals about your property’s true worth.
By Dori Zinn
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Social Security Do-Overs Quiz: Can You Undo a Claiming Mistake?Quiz Whether you're looking for a total "do-over" or just a temporary "pause," this quick quiz reveals exactly what is — and isn't — possible.
By Donna LeValley
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These 5 Rules Separate the Rich From Everyone ElseDiscover the 5 key habits the wealthy follow that can help anyone build long-term financial security.
By Zina Kumok
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5 Social Security Myths That Can Cost You ThousandsBefore you collect Social Security benefits, make sure you don't believe any of these falsehoods.
By Donna Fuscaldo
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The 10 Most Valuable Vacation Destinations for Retirees in 2026From U.S. getaways to international escapes, these budget-friendly destinations offer retirees the perfect mix of rest, rejuvenation and a touch of excitement.
By Kathryn Pomroy
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Is a 55+ Community Right For You?Before you sign on the dotted line, consider HOA fees and community culture.
By Robyn A. Friedman
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7 Reasons to Avoid a Self-Directed IRA or SDIRASelf-directed IRAs let investors do things they can't in an ordinary IRA, like invest directly in alternative assets. But this opportunity also comes with these risks.
By David Rodeck
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Would Capping Credit Card Interest Rates Curb Consumer Debt?Credit card interest rates are at high levels right now, but would capping rates at 10% for a year really help those struggling with debt?
By Chris Berkel, Investment Adviser
