Features
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Should You Buy Individual Bonds?For investors seeking a specific level of income or who have cash needs down the road, a portfolio of individual bonds can make a lot of sense.
By Nellie S. Huang
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How the AI Entry-Level Freeze Is Delaying RetirementRecent college grads face endless job rejections, forcing parents in their 60s to put exit plans on hold. Here is how families can navigate the strain.
By Maurie Backman
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How to Avoid Overpaying Taxes in RetirementThe retirees who enjoy the lowest tax bills in retirement aren't those who earned the least — they're the ones who plan ahead for their retirement income.
By Paul Kisielewski, Investment Adviser Representative
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Is Retirement Putting Your Cognitive Portfolio at Risk?The most underestimated risk in retirement may be the one your financial plan can't prevent — the cognitive decline that happens when your mind isn't challenged.
By Richard P. Himmer, PhD
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How to Pass Down Wealth Without Destroying AmbitionParents planning to leave money to their children fear one thing: Will wealth make their character or break it? There are some practical ways to find out.
By Mallon FitzPatrick, CFP®, AEP®, CLU®
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Will a Summer Vacation Throw Your Retirement Off Course?High fuel prices and the cost of living have made vacations much more expensive. Will going away this year put you in debt or affect your long-term goals?
By Chris Dixon, RFC®
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States That Won't Tax Your Retirement Income in 2026Retirement Tax Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes.
By Kate Schubel
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Taxable Income: What It Is and How to Calculate ItIncome Tax Knowing what income is taxable can help you minimize your overall tax liability.
By Katelyn Washington
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12 Tips on How and When to File an Amended Tax ReturnTax Returns What to do if you discover a mistake on a previously filed tax return (and other reasons for filing an amended tax return).
By Kate Schubel
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The 4 Best 'Half-Back' States for Disillusioned RetireesFlorida retirement not what you expected? You aren't alone. Explore the top four half-back states offering affordable living options closer to family.
By Donna Fuscaldo
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5 Key Components of an Estate Plan — and 7 Others to ConsiderWhatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
By David Rodeck
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Kiplinger Interest Rates Outlook: Fed Pauses Rates CutsForecasts The Fed suggests that it is not likely to cut rates further unless the jobs market weakens more.
By David Payne
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The Best Aerospace and Defense ETFs to BuyThe best aerospace and defense ETFs can help investors capitalize on higher defense spending and hedge against the potential of a large-scale conflict.
By Tony Dong, MSc, CETF
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7 Estate Planning Best PracticesThese tips can help you avoid common trouble spots and create a more effective plan.
By David Rodeck
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Are You Eligible for the Amazon Prime Settlement Refund?Amazon agreed to a historic $2.5 billion settlement over its Amazon Prime memberships. Find out if you're eligible for a refund and how to claim it.
By Rachael Green
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How to Write a Fraud-Proof CheckFraudsters have found clever ways to alter the names and amounts on checks you've written. Use these simple steps to prevent them from taking your money.
By Ella Vincent
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The Emerson Rule of Retirement: Self-RelianceBy applying a time-honored philosophy to 21st-century finances, you can protect your wealth and spare your kids. You'll have a happier retirement, too.
By Jacob Schroeder
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5 of the Best Preferred Stock ETFs for High and Stable DividendsETFs The best preferred stock ETFs allow you to reduce your risk by investing in baskets of preferred stocks.
By Kyle Woodley
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5 Best Commodity ETFs to Buy NowETFs Commodity ETFs provide exposure to a range of raw materials, including crude oil, via futures contracts. But relative complexity comes with higher fees.
By Tony Dong, MSc, CETF
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Ask the Tax Editor: Taxation of I BondsAsk the Editor In this week's Ask the Editor Q&A, Joy Taylor answers readers' questions about the taxation of I bonds in various situations.
By Joy Taylor
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A Guide to Today's Target-Date Funds: Vanguard, Fidelity, T. Rowe Price, BlackRock and American FundsUse our guide to help you choose among these popular retirement-saving options.
By David Milstead
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Why Is It So Bad to Let Only Your Spouse Handle the Money?Quiz Adviser Intel contributors have been discussing the risks of letting your spouse handle the family finances. How much do you know?
By Charlotte Gorbold
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5 Safe Dividend Stocks for High, Reliable IncomeGenerous yields are sometimes built on rickety foundations. But the above-average yields from these safe dividend stocks are also well-covered.
By Kyle Woodley
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Why Patience When Investing Wins in the Long RunInvestment risk must match your time horizon. Choose safer assets for short-term goals and embrace the volatility of stocks only when time is on your side.
By Scott McClatchey, CFP®
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We Should All Consider Disability Insurance — My Family's Story Shows WhyDisability insurance can ensure your family is taken care of if serious illness or injury strikes. But sometimes only a real-life story drives that message home.
By Jane Schroeder, CLTC
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How Businesses Can Budget for AI Even When the Bill Keeps ChangingAI is now a permanent line in your operating budget, but don't treat it like a standard software subscription. It's a variable cost, so plan accordingly.
By John O'Connell, MBA
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Grow Your Advisory Firm by Refining Your Sales ProcessIf you want 2026 to be a breakout year for your advisory firm, help build or refine your sales process using AI as an additional resource. Here's how to do it.
By Cody Foster
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Should You Ditch Stocks in Retirement? The 3 Times You CanConventional wisdom says to keep stocks, but experts outline three reasons you might want to go stock-free in retirement.
By Maurie Backman
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Credit Cards That Actually Reward Your LoyaltyIf you have bank or investment accounts with your credit card issuer, you may qualify for extra cash back, waived fees and other benefits.
By Jason Steele
