Latest
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A Financial Adviser's Defense of Annuities: They're Just Misunderstood
Annuities can offer retirement income stability and security against market volatility, though some do have drawbacks. The key is to understand their features before buying.
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Diversification: An Investment Adviser's Guide to Why You Need It and How to Achieve It
How confident are you that your money will go the distance? Building a balanced portfolio can shore up your investments' long-term stability.
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How My Dad Taught Me the Compounding Returns of Fatherhood
As Father's Day approaches, I remember how my father's small acts of love and generosity added up over time and influenced my relationships with my own children, proving that the best investments can grow across generations.
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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.
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Kiplinger Inflation Outlook: Tariffs Not Yet Affecting Inflation
Economic Forecasts Inflation should rise in the coming months as tariff effects materialize, but less than first expected now that a U.S.-China trade pact is likely.
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The Wash Sale Rule: Six Things to Know to Avoid Tax Pitfalls
Investing The wash sale rule is important when you are selling and rebuying stocks to offset losses.
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Is Your Will 'Fair'? Estate Planning Is About More Than Money
Your will and estate plan should leave your heirs feeling loved. An expert weighs in on how to avoid family feuds after you're gone.
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How to Find the Best Jumbo CD Rates
Jumbo CDs come with excellent rates. You'll invest a lot for a short time and earn more in the process.
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When Will I Receive My 2025 Social Security Checks?
Find out when you can expect your 2025 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
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Living in a University Retirement Community: It's Never Too Late To Learn Something New
College students aren't the only ones getting an education. Retirement communities on college and university campuses are growing in popularity.
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Why Does the Fed Prefer PCE Over CPI?
Inflation has been top of mind for lots of folks in recent years. Most of Wall Street follows the CPI, but the Fed favors the PCE. Here's why.
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Where to Move Your Money Before the Next Fed Meeting
Savings rates remain high. And with the Fed unlikely to conduct rate cuts at its June meeting, it gives savers more time to maximize returns.
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The Average Retirement Savings by Age: Are You Keeping Up?
Think you may have more retirement savings than your peers? Here's your answer.
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Best No-Fee High-Yield Savings Rates
No-fee savings accounts help you keep more of your money and earn a rate of return that outpaces inflation.
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Best CD Rates — A Risk-Free Way to Save
Savings Watch your money grow effortlessly with a CD. Here are our top picks.
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Financial Professional's Key to Peace of Mind in Retirement: Income Planning
Creating guaranteed income sources in retirement will help you truly enjoy your golden years and spend less time worrying about money.
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Don't Let a Market Crash Crush Your Retirement
It's a comfort to know that with the right strategies, you can weather just about anything a crazy stock market can throw at you.
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Average Social Security Check Hit a New Record High in May
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter.
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Best High-Yield ETFs to Buy Now
These high-yield ETFs screen for stocks paying outsized yields. Here's how to evaluate which one is best for your portfolio.
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Free (or Cheap) College for Seniors and Retirees in All 50 States
retirement Whether it's to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school "on the cheap."
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Eight Great Places to Live in Texas
Whether you're looking to retire or relocate, new residents are coming to Texas in droves to take advantage of the state's lack of personal income tax and affordable cost of living.
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The Best Credit Cards to Use When Renting Cars
Need a car when you travel? Here are the best credit cards that offer rental car insurance.
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Eight Things You Must Know About Retiring to the Carolinas
retirement From the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
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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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The Best Covered-Call ETFs to Buy
Covered-call ETFs can provide consistent, above-average income generation, but they can also cap potential upside. Here's what to look for.
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Do You Need a Family Office? Four Signs for the Very Wealthy
You may need a family office if you are a high-net-worth individual, because "being wealthy turns a family into a family business."
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Wealth Advisers: In Estate Planning, the End Is Just the Beginning
We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time.
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Stood Up by a Radio Show: But Was It a Breach of Contract?
A conscientious financial planner reschedules his clients after being invited onto a talk show and ends up losing one of them at a cost of $5,000. What does the radio show owe him, if anything?
