Latest
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Traditional IRA Basics: 10 Things to Know to Build Wealth
Basics A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.
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Pass the Turkey, and Then Let's Talk About Estate Plans
Thanksgiving could be a good time to let your family members know the details of your estate plan. Here's how you could get the conversation started.
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Why Prepaying Your Retirement Dreams Might Be a Financial Game Changer
He bought his retirement home more than a decade before he plans to retire. Was it the right move?
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My $1.2 million vacation home has a $360K mortgage. I don't need my upcoming $45K RMD. Should I use it to pay down the mortgage?
We asked wealth planners for advice.
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4 Strategies for Older Adults to Cut Property Taxes
Before you settle your next property tax bill, make sure you're taking full advantage of these tax breaks for older homeowners across the US.
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Unwrapping Your Estate Plan for Your Kids: The Best Gift
The holidays offer families a perfect opportunity to discuss important, often difficult topics like long-term care, estate plans and legacy.
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5 Ways to Teach Your Kids About Giving Back
Teaching kids generosity goes beyond simple rules and can involve fun, practical strategies, such as letting them lead giving, volunteering together and more.
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How You Can Use AI to Improve Your Finances
Apps can help with budgeting, saving and investing, financial coaching and debt management. But providing your personal information can also raise your risks.
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Most Expensive States to Live in for Homeowners
Property Tax High property tax bills make the places on this list the most expensive states for homeowners to live in.
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Kiplinger Retail Outlook: Consumers Are Economizing, but Still Spending
Economic Forecasts Retail sales growth has downshifted after a strong summer.
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Financial Topics You Can Safely Discuss at Thanksgiving
Forget politics! Holidays offer families a valuable opportunity to talk about their shared financial interests.
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Exports have held up reasonably well despite tariff disputes
Forecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
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What You Must Know About the Different Parts of Medicare
Medicare Medicare can be complicated but we've got you covered. Here is a quick guide to the different benefits provided through each part.
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6 Pickleball Vacation Ideas For Your Next Trip
Travel Ideas A round-up of the different kinds of pickleball trips you can take, including cruises, retreats and rentals.
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Medicare Advantage Open Enrollment Begins on January 1
Medicare Advantage open enrollment runs from January 1 to March 31 — you can change Advantage plans, switch to original Medicare, and enroll in a Part D drug plan.
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The Best Value Stocks to Buy
Value stocks can be defined differently depending on who you ask. Here, we look at ways to measure valuation and how investors can find the best value stocks.
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6 Ways AI Can Improve Your Financial Life
While they can't replace human advisers, AI-based tools can take some of the guesswork out of financial tasks — from budgeting to filing taxes and investing.
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Roth 401(k) vs 401(k): Which Is Right for You?
The Roth 401(k) vs traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice.
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The Best No-Penalty CD Rates
No-penalty CDs offer a high rate of return with the flexibility to access your cash as needed. Explore our top picks.
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Quiz: Test Your IRA Contribution IQ
Quiz Test your basic knowledge of traditional and Roth contribution rules in our quick quiz.
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5 Simple Fixes to Save on Heat Bills This Winter
With fuel prices expected to rise 10% or more this winter, making your home more energy efficient will really pay off.
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Seven Great Places to Retire in Florida
Retirement The Sunshine State remains a beacon for retirees, offering warm weather, sandy beaches, and a relatively low cost of living. Here's a look at where to live.
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When Is the Next CPI Report?
CPI Reports When does the next CPI report land and what inflation rate is expected?
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Already Hit Your 401(k) Limit in 2025? Here's What to Do Next
Maxed out your 401(k) contributions, but still want to tuck away more money for retirement this year? Here are seven ways you can take advantage of being a super saver.
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Why You Should Book a Winter Vacation
Travel Smart In the early months of the year, travel demand dips — and so do prices.
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When Checkout Charity Gets Uncomfortable (Maybe Even Illegal)
Cashiers asking customers to 'round up' their total for charity can cross an ethical line if there's no disclosure about the benefiting organization.
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Find Free Money for College: Affluent Families Can Apply Too
Families can access scholarships, grants and incentives by strategically positioning their students in terms of merit, skills and timing.
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Tax-Smart DAF Strategies Advisers Can Put to Work for Clients
Donor-advised funds can help clients maximize their philanthropy through front-loading deductions, donating appreciated assets and 'bunching' contributions.
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How Advisers Turn Compliance Into a Competitive Advantage
Collaboration, transparency and education can strengthen compliance and empower financial advisers to thrive.
