Features
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3 Retirement Changes to Watch in 2026: Tax Edition
Retirement Taxes Between the Social Security "senior bonus" phaseout and changes to Roth tax rules, your 2026 retirement plan may need an update. Here's what to know.
By Kate Schubel
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The 'Yes, And...' Rule for Retirement
Retirement rarely follows the script. That’s why the best retirees learn to improvise.
By Jacob Schroeder
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Inheriting Wealth: 4 Mistakes That Could Cost You Everything
Gen X and Millennials are expected to receive trillions of dollars in inheritance. Unless it's managed properly, the money could slip through their fingers.
By Chris Dixon, RFC®
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'The Money Prism' Solves Retirement Money's Biggest Headache
This simple, three-zone system (Blue for bills, Green for paycheck, Red for growth) helps you organize your retirement savings by purpose and time.
By Andrew Whalen
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No, AI Can't Plan Your Retirement: This Adviser Explains Why
AI has infinite uses. But creating an accurate retirement strategy based on your unique goals is one place where its possibilities seem lacking.
By Alan E. Becker, Investment Adviser
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Tax Season 2026 Is Here: 8 Big Tax Changes to Know Before You File
Tax Tips 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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The New Rules of Retirement
Popular guidelines about how to save, invest and spend need to be updated and personalized to ensure you'll never run out of money.
By Diane Harris
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Small-Cap Stocks Gain Momentum. That's Good News for This iShares ETF
The clouds appear to be parting for small-cap stocks, which bodes well for one of our favorite exchange-traded funds.
By Nellie S. Huang
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A Value Focus Clips Returns for This Mairs & Power Growth Fund
Rough years for UnitedHealth and Fiserv have weighed on returns for one of our favorite mutual funds.
By Nellie S. Huang
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An Unexpected Way Your Insurance Can Get More Expensive
How insurers are using aerial imagery to assess homes, the backlash from policyholders and how state regulators are trying to rein in the practice.
By Choncé Maddox
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I Regret Moving to a 55+ Community, But My Wife Loves It
We asked real estate and psychotherapist professionals for advice.
By Maurie Backman
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My First $1 Million: Risk Management Consultant, 55
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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60/40 Portfolios: Why a Cookie-Cutter Approach Can Cost You
Choosing a personalized retirement investment plan, rather than relying on the 60/40 portfolio, could help protect your savings and ensure long-term growth.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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Are You Winging Your Retirement Plan? Tips to Help With That
If you have no strategy tying together your accounts or haven't modeled scenarios to make sure your savings will last, then your plan is probably inefficient.
By Dylan Warfield
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Divide and Conquer: Your Annual Financial Plan Made Easy
Overwhelmed by your financial to-do list? Split it into four quarters and assign each one goals that connect to the time of year. It could be life-changing.
By Mary Ware, CFP®, CIMA®, CDFA®
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Earn a $1,000 Bonus Offer with this Capital One Card
Get the Capital One Venture Rewards credit card for huge travel perks and a bonus offer worth $1,000.
By Ellen B. Kennedy
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The Best Travel Rewards Credit Cards for You
credit cards Pack your bags and earn rewards for traveling. We chose the best cards for airline, hotel and other perks to help you save money.
By Sean Jackson
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How to Save on Booking a Cruise
Booking a cruise using credit card rewards and travel agents can help snag the best deals.
By Ellen B. Kennedy
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Credit Cards With No Foreign Transaction Fees
Enjoy traveling abroad? Find a credit card with no foreign transaction fees or your spending could add up to a big chunk of change.
By Sean Jackson
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Earn up to a $1,500 Capital One Business Card Intro Offer
Earn 150,000 bonus miles once you spend $30,000 in the first 3 months from account opening
By Ellen B. Kennedy
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Elements of a Financial Snapshot for High-Net-Worth Individuals
Discover how to assess and optimize your finances with the elements of a high-net-worth financial snapshot.
By Jacob Wolinsky
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9 Best Books for the Newly Retired: Page-Turners to Inspire and Enjoy
The best books for newly retired people to read for inspiration and entertainment.
By Jacob Wolinsky
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How to Travel Worry-Free: Essential Tech Tools to Manage Your Home and Finances
Stay secure and stress-free while you travel with smart tech tools and services that help you manage your home, bills and security from anywhere.
By Dori Zinn
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Where to Move Your Money Before the Next Fed Meeting
Savings rates remain high for now. But with the Fed likely to cut rates later this year, it's time for savers to lock in rates now.
By Donna LeValley
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The Best No-Penalty CD Rates: January 2026
No-penalty CDs provide a high return while giving you the flexibility to access your cash whenever needed. Check out Kiplinger's top choices.
By Sean Jackson
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Best High-Yield Savings Accounts January 2026 — Earn 4.35%
High-yield savings account options Kiplinger has found offer rates up to 4.35%, helping you beat inflation and grow your savings faster.
By Sean Jackson
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Best No-Fee High-Yield Savings Rates: January 2026
If you want to achieve short-term savings goals, these are the best options to consider. Best of all, they're fee-free.
By Sean Jackson
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Want to Retire At 70? See if You Can Answer These Six Questions
Thinking of finally calling it quits? Use this checklist to see if you are ready.
By Donna Fuscaldo
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Want to Retire at 67? See if You Can Answer These Five Questions
Retirement is within your reach. But before you leap make sure you are ready by answering these five questions.
By Donna Fuscaldo
