Features

The Kiplinger 25 The Kiplinger 25 is a list of our top no-load mutual funds that have proven capable of weathering any storm.

By Nellie S. Huang

State Taxes There's something spooky this Halloween, and it’s not just the ghosts. Find out if your state's sales tax takes a bite out of sweet savings.

By Kate Schubel

Quiz Test your knowledge of essential Medicare Part D concepts with this quick quiz before reviewing your prescription drug options this fall.

By Donna LeValley

Tax Changes The impact of inflation on federal income tax brackets and some other tax credits might not be all bad.

By Kelley R. Taylor

Smart Buying There are deals to be had and mistakes to be avoided at Amazon's Prime Big Deal Days sale this year.

By Sean Jackson

These three Amazon Prime deals can give you peace of mind that your home is protected and help you lower your energy costs.

By Sean Jackson

Politics Regardless of midterm election results, an end to at least a little uncertainty is likely to be a plus for your portfolio.

By Anne Kates Smith

Just like a good coach looks beyond the scoreboard to prepare for the next game, successful retirement planning requires regular evaluation.

By Jeffrey V. Covert, CFP®, CPA

Retirees can balance current cash flow with long-term growth by combining high-yield and dividend growth ETFs. Here's how it works.

By Tony Dong, MSc, CETF

If you fear losing your job later in life, stay one step ahead by budgeting, stress-testing your retirement plan and investing in your professional network now.

By Chris Cohan, ChFC, RMA

A free iPhone 18 Pro deal can require a pricier wireless plan and a lengthy commitment. See how buying the phone outright could save you money.

By Sean Jackson

Before you splurge, learn where to park your cash, the rules for inherited IRAs and 401(k)s and how to avoid costly tax mistakes on a $1 million windfall.

By Donna Fuscaldo

Conflict among adult children over their parents' estate is all too common — and Mom and Dad’s worst nightmare. Here's how to ensure the kids won’t fight after you’re gone.

By Diane Harris

Home warranty companies often make big promises to get you to sign up, only to stall or deny expensive repairs when you need them most. Here's an example.

By H. Dennis Beaver, Esq.

As healthcare costs continue to climb, use these strategies to select an insurance plan with the coverage you need at a price you can afford.

By Katherine Hobson

Finding a job after 50 can mean taking a pay cut. Here are strategies to preserve your retirement savings and pivot your career without going broke.

By Maurie Backman

See fall's best colors from the rails. We've rounded up a range of short and longer train trips across the country that are ideal for older travelers.

By Ellen B. Kennedy

Are you getting $90 back on your Part B premiums? Here is a complete breakdown of who qualifies, who is excluded, and when payments arrive.

By Donna LeValley

Estate Tax Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.

By Sandra Block

IPOs are exciting — that doesn't mean they're bargains, and you're usually better off tuning out the hype. Here's a checklist to help you decide when to invest.

By Steven Melnick, CFA®

In this week's Wealth Wise advice column, financial experts run the numbers to see if a frustrated worker can safely trade their job for a $90,000-a-year retirement.

By Maurie Backman

DST investors may pay taxes on income being held back for future property improvements. It's no cause for alarm, as taxes today mean tax benefits tomorrow.

By Dwight Kay

Eligible education workers can contribute to 403(b) and 457(b) plans, giving them flexibility when deciding how to save and use retirement funds.

By Mike Dullaghan, AIF®

Giving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.

By Jacob Schroeder

What do you want your retirement to look like? Define the mission first, and the appropriate investment products will practically pick themselves.

By Mike Decker, NSSA®

Helping them out is cool, but the best gift is teaching them how to manage money, be realistic about their standard of living and learn to stand on their own.

By Lawrence Sprung, CFP®, CEPA®

Does your estate plan need a will, a trust or both? Understanding how these tools work, and what your family needs, will help you make the right choice.

By Shelby Anderson, J.D., CEPA®