Features
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Key Retirement Milestone Ages Most People MissRetirement planning is less about hitting milestone ages and more about understanding how financial decisions shape long-term income, taxes and healthcare costs.
By Michael Pappis, CFP®
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Beyond 1776: 4 Multi-Generational Road Trips for America's 250thSkip the crowded cobblestones of the 13 Colonies. These four regional routes prove America’s history is best learned on the open road.
By Donna LeValley
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The Allure of a River CruiseSmall ships, personalized service and compelling destinations are a few of the reasons to travel on inland waterways.
By Alexandra Svokos
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10 Cheapest Places to Live in OhioProperty Tax Looking for low living costs in the Buckeye State? Explore these ten Ohio counties with the lowest property tax bills.
By Kate Schubel
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The Estate Planning Mistake That Triggers Family FeudsWhile legal and tax strategies are essential for transferring wealth, the more critical step is ensuring your family knows what's coming, how and why.
By John P. Micera
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How to Maximize Credit Card Rewards Without DebtMaximizing credit card rewards can be a fantastic way to unlock perks like free travel, but don't let the allure of points drive you into debt.
By Lawrence Sprung, CFP®, CEPA®
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Which Capital Gains Are Taxable and How to Calculate Your TaxCapital Gains Tax It's important to understand what capital gains tax is and how it's calculated, and what tax rates apply.
By Orla O'Connor
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Non-Refundable vs Refundable Tax Credits: What’s the Difference?Tax Credits Refundable tax credits and non-refundable tax credits can be confusing. Here’s how they work and how each can help you when you file your tax return.
By Katelyn Washington
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13 Habits to Steal From the WealthyThese practical moves aren’t just for the wealthy. Anyone can steal them to edge closer to the retirement they’ve been dreaming about
By Kathryn Pomroy
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What Types of Car Insurance Do You Need?These 11 types of car insurance can help cover everything from minor repairs to buying a new car. But which types do you really need?
By Sean Jackson
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What Is the 100,000-Mile Rule in Car Insurance?The 100,000-mile rule in car insurance can help you slash premiums by ditching coverage you can't use.
By Rachael Green
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A 10-Year Retirement Planning ChecklistKeep this 10-year retirement planning checklist on hand as you navigate saving, investing and other retirement decisions. You'll be in great shape when you leave your working life behind.
By David Rodeck
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Financial Silence Hurts Your Wealth: How to Break the CycleFinancial avoidance often stems from a lack of confidence, but you can build financial independence by seeking out a supportive network to help with decisions.
By Daniel Milan
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3 Signs Medicare Advantage is Wrong for YouWhile Medicare Advantage offers great perks, it isn't perfect. Here are three signs you should stick with original Medicare.
By Maurie Backman
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Ask the Tax Editor: Is it a hobby or a business?Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor explains the income tax differences between a hobby and a Schedule C business engaged in for profit.
By Joy Taylor
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Best 1031 Exchange Options for Retiring Landlords1031 investors tired of managing property have several alternatives beyond moving into a passive DST. It depends on how much control and work you want to keep.
By Jason Milton
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How to Pick the Right ETF for Your Financial GoalsWith thousands of ETFs to choose from, picking one that fits your financial needs is intimidating. Here's what to ask to determine which might be right for you.
By Tony Dong, MSc, CETF
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Why Buyers Drop Out of Minority Business SalesMinority-owned businesses contribute billions to the economy. But when it's time to sell, founders can struggle to close the deal. How to face the challenges.
By Sara Mostafa, Esq.
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How AI Can Enhance Retirement Planning for Clients and AdvisersAI helps clients have informed retirement planning conversations with advisers. It can also rapidly handle technical work, freeing up an adviser's time to talk.
By Chad Waddoups
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The 5 Best Actively Managed Fidelity Funds to Buy and Holdmutual funds Sometimes it's best to leave the driving to the pros – and these actively managed Fidelity funds do just that, at low costs to boot.
By Kyle Woodley
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Earn Up to $1,350 With Marriott Bonvoy Cards From AmexEarn up to 150,000 bonus points with Marriott Bonvoy cards from American Express, plus a free night.
By Sean Jackson
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Best No-Fee High-Yield Savings Rates: August 2026Skip the monthly fees and earn up to 4.20% APY with these high-yield savings accounts.
By Sean Jackson
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Best High-Yield Savings Accounts August 2026 — Earn 4.20%Kiplinger has found high-yield savings accounts offering rates up to 4.20%, helping you beat inflation and grow your savings faster.
By Sean Jackson
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High Income, Low Savings at 53? How to Fix Your Retirement Plan Before 65We asked an expert wealth planner for advice.
By Donna Fuscaldo
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3 Estate Planning Strategies That Thrive in Volatile MarketsDiscover how GRATs, Roth conversions, and gifting enable you to capitalize on market volatility and transfer wealth to heirs tax-free.
By Donna Fuscaldo
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How a Financial Adviser Will Use Trump Accounts for His KidsParents have a new option for getting a jump-start on their child's financial future: Where a Trump Account could fit into your financial plan.
By Alex Astin, MBA, CEP®, IAR
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Homeowners: Don't Skip This ProtectionAn owner’s title insurance policy shields your finances in the event of a dispute.
By Deborah Kearns
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Think You Need $1 Million to Retire? 6 Reasons a 'Modest' Nest Egg Is PlentyConventional wisdom says you need a massive portfolio, but between Social Security and smart planning, a modest fund is often more than enough
By Kathryn Pomroy
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Keep the Pension or Take the Lump Sum?How you answer this question can make a big difference in your retirement savings, and there's no one-size-fits-all approach. Here's what to consider.
By Thomas Scorcia
