Features
-
A Financial Checklist for Your 70sIt's time to enjoy the wealth you've built without worrying about inflation and surprise expenses wiping out your savings. Here's how.
By Rachael Green
-
The 3 Retirement Traps That Catch Even Top Executives Off GuardLeaving a high-powered career brings freedom, but also an identity crisis. Four leaders share how to build a meaningful post-work chapter.
By David Conti, CPRC
-
Is Retiring to a Low-Tax State Really Worth It?Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.
By Ben Fuchs, CFP®, CPWA®
-
Why Most People Are Moving Their Cash Into CDs Right NowWhile high-yield savings accounts are a smart option for savers, another type of savings account promises higher gains. Here's why you want to lock one in now.
By Sean Jackson
-
4 Steps to Manage Sudden Wealth and Keep ItSudden wealth is less about the money and more about the discipline to manage it, so it's critical to pause and plan before making any major financial moves.
By Jeremy DiTullio, CFP®, AWMA®, CRPC®
-
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
-
How to Organize Your Financial Paperwork for Your HeirsA guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
-
How Your HSA Can Pay for Medicare Premiums and ExpensesMedicare Even if your Medicare premiums are deducted from your Social Security check, you can take tax-free withdrawals from a Health Savings Account to reimburse yourself.
By Kimberly Lankford
-
Grandparents by Design: 5 Upgrades for Unforgettable VisitsAging in place meets high-energy fun with smart home upgrades that make hosting grandkids a breeze.
By Donna LeValley
-
The Real Cost of AI: How to Measure True ROI for Your FirmFirms that don't consider the cost of training staff, reviewing outputs and ensuring regulatory compliance will fail to understand whether AI adds real value.
By John O'Connell, MBA
-
Financial Pro Red Flags: Are You Getting Unbiased Advice?How can you be sure you're getting unbiased, comprehensive financial advice that fits your life, not product recommendations that reward your financial pro?
By David Bromelkamp
-
Ask the Tax Editor: Are More Tax Changes Coming From Congress?Ask the Editor Joy Taylor answers questions from readers on on various tax proposals in Congress that taxpayers and preparers should keep an eye on this year and next.
By Joy Taylor
-
ESOP Retirement Planning: Avoid Costly Mistakes in Your 50sYour 50s mark the start of a critical retirement planning window. For those with significant wealth in an ESOP, failing to plan can get expensive.
By Peter Newman, CFA®
-
Best and Worst Grocery Chains in the USBased on customer reviews, these are the best and worst grocery chains across the country.
By Rachael Green
-
5 Investing Rules You Can Steal From MillennialsMillennials are reshaping the investing landscape. See how the tech-savvy generation is approaching capital markets – and the strategies you can take from them.
By Coryanne Hicks
-
Do Your Successful Kids Really Need an Inheritance?Your adult kids are financially secure, so why save a massive windfall for later? Here’s why it might be time to spend your hard-earned money now.
By Donna Fuscaldo
-
States With No Income Tax Ranked By Homeowner CostsState Tax See which of the nine zero-tax states offer real cost savings on property taxes, insurance, and utilities.
By Kate Schubel
-
5 Years Until Retirement? Here Are 5 Investing Rules to FollowSponsored by American National
If you're planning to retire in five years, it's critical to get your portfolio in order. These five rules will ensure you're on the right financial track.
By Coryanne Hicks
-
Do You Know Why a Roth Conversion Isn't Right for Everybody?Quiz Roth conversions can be a game-changer for retirees with pensions facing higher tax rates. Find out how much you know about conversions' impact on your money.
By Joyce Lamb
-
How to Add Your Driver’s License or Passport to Apple WalletLearn how to add a driver’s license, state ID or passport-based Digital ID to Apple Wallet, where you can use it and when you still need physical ID.
By Laura Gariepy
-
Are Registered Index-Linked Annuities Right for You?Investors might want to add "buffered" strategies like registered index-linked annuities (RILAs) to their investing toolkit to balance downside risk.
By Gregory L. Olsen, CFP®, AIF™, CLTC
-
10 Riskiest Places to Give Your Social Security NumberIdentity Theft Here's how to lower the chances of your Social Security number falling into the wrong hands — and what to do if it does.
By Cameron Huddleston
-
How Everyday Families Can Prepare to Transfer WealthOver the next two decades, a Great Wealth Transfer will occur between baby boomers and the generations that follow. Is your family prepared to handle it?
By Tony Drake, CFP®, Investment Advisor Representative
-
8 Estate Planning Secrets You Can Borrow from the Ultra-WealthyTry these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.
By Kathryn Pomroy
-
A Parent's Playbook for Raising Financially Fit KidsTeaching your kids about money is a lifelong journey, so start early with hands-on lessons to help them build good habits that will pay off in the long run.
By Nicole Farbo, CFP®
-
What You'll Pay for Medicare in 2026Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here's how much you'll pay in 2026.
By Donna LeValley
-
What the Ultra-Rich Know About Money That Most People Don’tMillionaires may seem extraordinary, but their success often comes down to three simple financial habits anyone can adopt.
By Jacob Wolinsky
-
Why the 'Great Wealth Transfer' Could Disappoint HeirsDon't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
By Donna Fuscaldo
-
When Are Estimated Tax Payments Due in 2026?Tax Deadlines You make quarterly estimated tax payments to the IRS if you are self-employed or don’t have taxes withheld from your income for other reasons.
By Kelley R. Taylor
