Features
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2027 Social Security COLA is 3.6%: What You Need to KnowThe SSA has announced the 2027 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap and the earnings requirements for Social Security credits.
By Donna LeValley
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529 Plans: Everything You Need to Know529 plans offer convenience and potential tax benefits when saving for education. That said, there are still a range of rules you’ll need to know (and follow).
By Elaine Silvestrini
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A 7-Point Checklist for Retiring With a PensionDisciplined savers may need to learn how to confidently use the wealth they've accumulated. Here's how you can maximize your money in retirement.
By Joe F. Schmitz Jr., CFP®, ChFC®, CKA®
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5 Best Defense Stocks to Buy as Global Military Spending Soarsstocks Government contractors and other defense stocks could soar if Washington passes a record defense budget. Here are some of Wall Street's favorite names.
By Kyle Woodley
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How to Pick Dividend ETFs and Bond ETFs for Retirement IncomeSponsored by Savant
Beyond yield, retirement investors should also assess dividend and bond ETFs for risk, tax efficiency and payout frequency.
By Tony Dong, MSc, CETF
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How to Leave a Lifetime Monthly Paycheck With AnnuitiesYou can easily create a lasting financial legacy for loved ones with annuities that are secure, cost-effective and tax-advantaged.
By Ken Nuss
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The Biggest Social Security Mistake Isn’t Claiming Too EarlyAn accountant's plan to return to Mexico shows why a Social Security claiming decision should begin with the life the money needs to support.
By Ray R. Harris, MBA, RSSA®
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Bill Proposes Unlimited Roth IRA Rollovers From Unused 529 PlansA Senate bill would allow savers to transfer all unused 529 college savings to a Roth IRA, giving them greater flexibility — and their children a head start on retirement savings.
By Adam Shell
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The Secret to Retirement Confidence Isn't Net WorthMore retirees are afraid of outliving their savings. Why the problem might not always lie in their savings. Here's how to turn your wealth into reliable income.
By Cathy DeWitt Dunn, CDFA®, FRC®
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Electric Heaters vs Radiators: Which Is Cheapest for Home Heating?Electric heaters and radiators each carry pros and cons, but which is best for lowering your energy bills?
By Ben Demers
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The Best Bank Stocks to BuyBank stocks are part of the financial services sector and are a way to gain exposure to the broader economy. Here, we look at how you can find the best ones.
By Kyle Woodley
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Kiplinger Trade Outlook: Trade Deficit WidensForecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.
By Rodrigo Sermeño
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Free (or Cheap) College for Retirees in All 50 StatesWhether 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."
By Bob Niedt
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Buying a Major Appliance? Why You Need a Local ExpertRather than shopping only for the best deal, building a relationship with a dedicated, local appliance specialist is the best way to get dependable support.
By H. Dennis Beaver, Esq.
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Shield Your Assets Before the 5-Year Medicaid Clock Runs OutThis trust safeguards your life savings from high long-term care costs while maintaining your eligibility for government benefits.
By Jeffrey M. Verdon, Esq.
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How Businesses Can Scale Faster Via Strategic PartnershipsReal growth can be the result of well-structured collaborations that combine complementary strengths to accomplish far more than a lone entrepreneur.
By Natajia Miller
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They Retired With $10 Million. Should They Invest Aggressively?In this week's Wealth Wise advice column, experts explain why you don't have to play it safe if your income is secure and you're investing for your heirs.
By Maurie Backman
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Are You Rebalancing Your Portfolio for a Good Reason?Inflation, volatile markets and news from the Middle East have many feeling the need to make changes, but acting on impulse is unlikely to lead to success.
By John M. Boccio
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How to Prepare Kids for an Inheritance at Every AgeDon't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
By Jessica Rickert, PGWTA
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Older Homeowners Are Cutting Their Property Tax Bills by VolunteeringProperty Tax Want to save up to $1,500 on your property taxes? Here's how giving back can lower your bill in retirement.
By Kate Schubel
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10 States With the Lowest Sales TaxSales Tax Living in one of the lowest sales tax states doesn't always mean you'll pay less.
By Katelyn Washington
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How to Turn Your RMD Into a Smart Tax StrategyRequired minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
By Jonathan I. Shenkman, AIF®
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How to Fact-Check AI Financial Advice in 7 StepsAI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
By Anthony Martin
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Rate Hikes Are Back: What It Means for RetireesRetirees could take advantage of better yields on cash and annuities while paying down variable debt and navigating a tougher housing market.
By Evan T. Beach, CFP®, AWMA®
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Retiring Abroad Sounded Good — Until I Realized What I’d Be Giving UpFrom healthcare logistics to social ties, here's why staying in my longtime home won out over a tropical move.
By Sandra Block
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Retirement Planning Strategies for WomenWomen can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.
By Misty Stoddart
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Is Your Financial Plan Sustainable if You Live to 95?Your financial plan may need to support you for 35 years of retirement, not 25. Here's how to redo the maths on withdrawals, inflation and lifetime income.
By Angela Palo
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My First $1 Million: Mechanical Engineer, 69, Los Angeles"I am the classic 'millionaire next door.' I started saving in the company saving plan with my first paycheck at age 22 and never stopped."
By Joyce Lamb
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The $100K Inheritance Blueprint: Where to Put Your Money FirstYou don't need a million dollars to transform your finances and set yourself up for retirement.
By Kathryn Pomroy
