Latest
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I'm an Annuities Expert: Here Are Two Ways to Use Annuities to Benefit From the OBBB
To qualify for a new tax break included in the One Big Beautiful Bill Act, some older adults need to lower their taxable income. Annuities can make that happen.
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Here's Why Munis Aren't Just for Wealthy Investors Now
Buyers of all levels should be intrigued by municipal bonds' steep yield curve, strong credit fundamentals and yield levels offering an income buffer.
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CD vs. High-Yield Savings Account: Which is better?
Deciding between a CD vs. high-yield savings account? Here's how to choose based on your savings goals.
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New Trump Tax Bill: Five Changes Homeowners Need to Know Now
Tax Changes Trump’s new tax legislation is reshaping how tax breaks for homeowners work.
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The Smart Way to Retire: 13 Habits to Steal From the Wealthy
Check out these practical strategies that anyone can adopt, not just the rich, and get closer to achieving your retirement dreams.
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Snowbirds — Want to Ship Your Car to Another State? Beware These Scams
Snowbird season is still a couple of months away, but if you plan to ship your car down south or across the country, here's how to avoid three common scams.
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Should You Sell Your House Now or Wait? What to Consider
With rates holding steady and market shifts ahead, here's how to decide whether to list your house or wait.
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Are There Opportunities to Invest in China?
Opportunities to invest in China are plentiful and, arguably, shouldn't be ignored in the U.S. Here's where to look.
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Coulda, Woulda, Shoulda: Are These 5 Stocks Too Overvalued to Buy Now?
Investors worried about missing the boat on overvalued stocks need not fret. These five names, while expensive, are still seeing lots of love from analysts.
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I'm a Financial Planning Pro: Do Your Family a Final Favor and Write Them a Love Letter
Specify your preferences in this personal document that shares your wishes on how you want to be remembered and celebrated. Your family will thank you for easing an emotional time.
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The Future of Financial Advice Is Human: Gen Z Trusts Advisers, But AI Skills Matter
Graduates entering the workforce trust human advisers more than AI tools with their financial planning. But AI can still enhance the client/adviser relationship.
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Can President Trump Fire Fed Governor Lisa Cook?
Markets hate uncertainty, especially when it comes to monetary policy and interest rates, and questions about the Fed are compounding.
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Will You Get a ‘Surprise’ Tax Bill on Your Social Security Benefits in Retirement?
Retirement Taxes Social Security benefit payments might land you in hot water when filing 2025 taxes — here are three reasons why.
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I’m 53, make $500,000 a year and live paycheck to paycheck. I want to retire at 65 but we only have $200,000 saved. Am I nuts?
We asked an expert wealth planner for advice.
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So You Want to Age in Place: What Most People Overlook
If you want to age in place in your current home, near the beach or in the mountains, one risk could upend your plans. Here's what you need to know.
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The 100 Minus Your Age Rule May Be the Easiest Asset Allocation Strategy, but Is It the Best?
The 100 Minus Your Age rule is a quick, back-of-the-envelope calculation that can help determine your appropriate allocation to stocks and bonds.
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Need to Call Social Security? Be Ready to Hold
Staff cuts and redeployments may translate into long wait times. Can tech help?
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I'm a Wealth Adviser: If You're a DIY Investor, Don't Make These Five Mistakes
Even though you may feel confident because of easy access to investing information, you may be making mistakes that could compromise your long-term performance. Here's what you should know.
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Building a Business That Lasts: The Critical Steps to Avoid Blunders
'Another Way' author David Whorton offers advice on how to build an 'evergreen' business that endures by avoiding common pitfalls that can lead to failure.
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Powerball $815M Jackpot Winner Will Get a Hefty Tax Bill for 2025
Lottery Taxes Whenever someone wins Powerball, the federal government gets a chunk of the prize from taxes.
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The Cheapest Places To Retire in the US
When you're trying to balance a fixed income with an enjoyable retirement, cost of living is a crucial factor to consider.
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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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How State 529 Plans Can Go Beyond Saving for College
Sponsor Content Created With ScholarShare 529
SPONSORED Start growing your investments and let the tax benefits give you a boost throughout your savings journey.
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Busting Seven Myths About State 529 Plans
Sponsor Content Created With ScholarShare 529
SPONSORED College savings plans are far more flexible today than you might realize.
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10 Worst Things to Keep in Your Wallet
Scams Storing a spare key, your passport card or any other important item in your wallet leaves you open to identity theft — or worse.
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How Do Credit Cards Work? Interest and Fees Explained
Knowing how credit cards work is a critical first step to avoiding debt traps or surprise fees — and unlocking valuable perks.
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10 Reasons to Retire in an RV
retirement RV-loving retirees talk about the upsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle.
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30 Stocks That Could Rally 30% or More
Analysts say these S&P 500 stocks have at least 30% price upside over the next year or so.
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How to Decide Between a Money Market Account vs High-Yield Savings Account
Debating on where to save your money? Two options include a high-yield savings or a money market account. Discover which one offers you the right fit.
