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Callable CDs Have High Rates. We Still Don't Recommend You Get Them
Investors must carefully consider the trade-offs, as falling interest rates could lead to reinvestment at a lower yield and make selling on the secondary market difficult.
By John Waggoner Published
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High Mortgage Rates Are Holding My Retirement Hostage: Can I Still Downsize and Retire?
We ask retirement wealth advisers what to do.
By Maurie Backman Published
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The Ultra-Rich Don't Always Pay Cash: Why Mark Zuckerberg Took Out a Mortgage
Some of the wealthiest Americans opt for mortgages as a strategic way to preserve liquidity, leverage investments and reduce tax exposure.
By Laura Gariepy Published
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Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes and other deductions and credits.
By Evan T. Beach, CFP®, AWMA® Published
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Portfolio Manager Busts Five Myths About International Investing
These common misconceptions lead many investors to overlook international markets, but embracing global diversification can enhance portfolio resilience and unlock long-term growth.
By Krishna Mohanraj, CFA® Published
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Kiplinger Inflation Outlook: Tariffs Affecting Some Goods Prices
Economic Forecasts Inflation should rise in the coming months as more tariff effects materialize, but likely by less than first expected if new trade deals happen.
By David Payne Last updated
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What is the Gift Tax Exclusion for 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
By Kelley R. Taylor Last updated
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Should You Withhold Tax From Social Security Benefits?
Social Security Having taxes withheld from Social Security benefits can help retirees avoid a surprise when tax season arrives.
By Kelley R. Taylor Last updated
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Bank Closing Down? 5 Must-Know Strategies for Retirees
Concerned about your bank closing? For retirees who prefer in-person banking, here's what you can do now.
By Donna Fuscaldo Last updated
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Oregon Tax Guide 2025
State Tax Explore Oregon's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Oregon compares nationwide.
By Katelyn Washington Last updated
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Could Your State End Tax on Overtime This Year?
State Taxes Key states are considering ending taxes on overtime — find out if yours makes the cut
By Kate Schubel Last updated
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Idaho Tax Guide 2025
State Tax Explore Idaho's 2025 state tax rates for income, sales, property, retirement, and more. Learn how Idaho compares nationwide.
By Katelyn Washington Last updated
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Will Tax on Tips End for Your State This Year?
State Tax While the 'Big Beautiful Bill' spearheads federal talk on tips, several key states are considering ending taxes on tip income.
By Kate Schubel Last updated
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Nine Tips to Declutter Your Home Before Your Retirement Move
Planning to declutter your home — whether you're moving or downsizing — can be overwhelming. Here's how to do it.
By Dawn Wotapka Last updated
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What to Stock Up On (and What to Skip) Before Tariffs Raise Prices
With tariffs set to return on August 1, prices on everything could rise even more. Here's what to buy now and what to skip to protect your budget.
By Laura Gariepy Last updated
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3 Benefits of Using Desktop Platforms for Active Trading
Sponsor Content Created With Robinhood
SPONSORED Get some browser-based bonuses.
By David Rodeck Published
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Can Trump Fire Powell?
The White House is exploring every avenue of executive power to get what President Trump wants from the Federal Reserve: lower interest rates.
By David Dittman Last updated
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This Measles Side Effect Can Undo Years of Immunity: Are You Safe?
Older adults may lack protection from measles, which can cause their immune systems to "unlearn" previous defenses to infectious diseases. Here's what to do.
By Christy Bieber Last updated
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If You Put $500 in a CD for 5 Years, Here's How Much Money You'd Have
savings What is a CD? Learn more about what CDs are and how putting $500 in a CD for 5 Years can bolster your savings.
By Erin Bendig Last updated
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Is It Time to Cut the Cord on Your Landline?
With rising costs and evolving technology, many are rethinking their home phone service. Here's how to decide if it's time to let go.
By Choncé Maddox Published
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I Want to Buy an Annuity, but I'm Scared I'll Get Ripped Off. Should I Get One Anyway?
An annuity is a way to achieve lifetime income in retirement, but you need to understand how this product works before making a purchase.
By Donna Fuscaldo Published
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Can AI Help With Your Finances?
ChatGPT and other artificial-intelligence tools will streamline certain tasks, but don't count on them to get everything right.
By Laura Petrecca Published
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I'm a Financial Planner: Here Are Five Smart Moves for DIY Investors
You'll go further as a DIY investor with a solid game plan. Here are five tips to help you put together a strategy you can rely on over the years to come.
By Vincent Birardi, CFP®, AIF®, MBA Published
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Neglecting Car Maintenance Could Cost You More Than a Repair, Especially in the Summer
Worn, underinflated tires and other degraded car parts can fail in extreme heat, causing accidents. If your employer is ignoring needed repairs on company cars, there's something employees can do.
By H. Dennis Beaver, Esq. Published
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'Drivers License': A Wealth Strategist Helps Gen Z Hit the Road
From student loan debt to a changing job market, this generation has some potholes to navigate. But with those challenges come opportunities.
By Alvina Lo Published
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Child Tax Credit 2025: How Much Is It and What's Changed?
Tax Credits The federal child tax credit amount will be bigger than expected. Here’s what you need to know.
By Gabriella Cruz-Martínez Last updated
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Florida Changes Homestead Exemption Property Tax Break
State Tax Property taxes have skyrocketed nearly 60% within the last five years in Florida, and constituents did something about it.
By Gabriella Cruz-Martínez Last updated
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
By David Rodeck Last updated
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The Best Bitcoin ETFs to Buy
cryptocurrency Bitcoin ETFs eliminate the need for self-custody of the cryptocurrency while providing excellent liquidity. Here are a few we like.
By Tony Dong, MSc Last updated