Features

Retirement Calculator: How Much Do I Need to Retire?

Tools Our Retirement Calculator helps you estimate the future value of your retirement savings and how much you need to save each month to reach your retirement goal.

By Ellen B. Kennedy

The Best Vanguard Bond Funds to Buy

Investors seeking the best Vanguard bond funds can pick between mutual funds and ETFs spanning maturities, credit qualities, tax treatment and geographies.

By Tony Dong, MSc

Are You Afraid of an IRS Audit? 8 Ways to Beat Tax Audit Anxiety

Tax Season Tax audit anxiety is like a wild beast. Here’s how you can help tame it.

By Roxanne Bland

We're retired and mortgage-free, but he wants to downsize.

We've paid off our mortgage, have $970K in savings and $5K each month from Social Security. Kiplinger asked wealth planners for advice.

By Maurie Backman

How to Avoid Feeling Too Guilty to Spend in Retirement

Are you living below your means in retirement because you fear not having enough to leave to your kids? Here's how to get over that.

By Frank J. Legan

Strategies for Women to Maximize Social Security Benefits

Women often are paid less than men and live longer, so it's critical that they know their Social Security options to ensure they claim what they're entitled to.

By Ash Ahluwalia, CFP®, MBA, NSSA

11 Costly Medicare Mistakes You Should Avoid Making

Medicare If you don't make the right choices, you could end up with higher Medicare premiums and high out-of-pocket costs.

By Donna LeValley

How Do Car Insurance Deductibles Work?

Setting the best deductible for car insurance is key to getting the right coverage at the right price. But first, you need to know how it works.

By Karon Warren

What To Take On A Plane For A More Luxurious Trip

Air travel isn't exactly relaxing. But if you know what to take on a plane, any seat can be luxurious.

By Becca van Sambeck

Eight Things Medicare Doesn't Cover

Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too.

By Donna LeValley

States That Tax Social Security Benefits in 2026

Retirement Tax Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?

By Kate Schubel

QUIZ: What Type Of Retirement Spender Are You?

Quiz What is your retirement spending style? Find out with this quick quiz.

By Donna Fuscaldo

Are You Rich? The Average Net Worth by Age

Are you beating your peers on average net worth? Get tips from financial advisers on how to grow your wealth over time.

By Adam Shell

What Are Your Chances of an IRS Audit? 15 Audit Red Flags

Tax Returns These red flags could increase your chances of the IRS selecting your return for audit.

By Joy Taylor

How to Avoid the Financial Quicksand of Early Retirement Losses

Sequence of returns — experiencing losses early on — can quickly deplete your savings, highlighting the need for strategies that prioritize income stability.

By Mark Kennedy

How an Elder Law Attorney Can Help Protect Your Aging Parents

If you are worried about older family members or friends whose financial judgment is raising red flags, help is out there — from an elder law attorney.

By H. Dennis Beaver, Esq.

Q4 Post-Mortem From an Investment Adviser: Year of Resilience

Financial pro Prem Patel shares his take on how markets performed in the fourth quarter of 2025, with an eye toward what investors should keep in mind for 2026.

By Prem Patel, MBA, IAR

9 Medicare Changes to Watch in 2026

Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception.

By Donna LeValley

What You Will Pay for Medicare in 2026

Medicare premiums for 2026, as well as the costs of Parts A, B, and D, have increased. Here is how much you'll pay in 2026.

By Donna LeValley

Best Bond Funds to Buy

Investing for Income The best bond funds provide income and stability for investors and are worthy additions to any well-balanced portfolio.

By Jeff Reeves

The Best 3-Year CDs of 2026

Savings Achieve your savings goals and outpace inflation with our top 3-year CDs picks.

By Sean Jackson

See Our Best Jumbo CD Rates

The best jumbo CD rates can yield returns of up to 4.35%. See our top choices.

By Sean Jackson

7 Rental Car Fees to Avoid

Rental car fees add up. You could pay double the daily rate unless you just say no at the counter.

By Daniel Bortz

How to Manage Longevity Risk in Retirement: 10 Solutions

Longevity risk is the downside of our longer life expectancies. Here are 10 ways to make sure your money lasts.

By Jacob Schroeder

7 Ways to Save for Retirement in 2026

If you did a poor job of saving for retirement last year, don't despair. There are ways to build your nest egg in 2026.

By Donna Fuscaldo

The Wealth Equation: Balancing Money and Stress

Advertiser Content Whittier Trust Company

Sponsored Don’t let assets be a liability that strains your family.

By Whittier Trust Company

Is Your Emergency Fund Running Low? Here's How to Bulk It Up

If you're struggling right now, you're not alone. Here's how you can identify financial issues, implement a budget and prioritize rebuilding your emergency fund.

By Bruce Maginn, Principal