Features
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3 Steps to Defining Your Retirement MissionWhat 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®
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How to Give Money to Kids Without Setting Them Up to FailHelping 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®
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Wills vs Trusts: How to Decide What's Right for Your FamilyDoes 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®
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Inheriting Investments: Why Stocks Can Wreck Estate PlansWithout explicit instructions for stocks in your estate plan, your heirs may end up selling everything for simplicity or because they're mired in conflict.
By Howard A. Enders
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From Near Foreclosure to Millionaire: How This Trucker Did It"I took $50,000 out of my 401(k) at (age) 40 to buy a business. Three years later, the business was broke, and we were going to be foreclosed on our home."
By Joyce Lamb
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How Playing Dead Can Maximize Your Investment Returns (Seriously)Don't ignore the markets entirely, but don't let your emotions control decisions based on headlines and volatility. Here's what to do instead.
By Andrew Rosen, CFP®, CEP
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Would You Rather Retire in Naples, FL or Palm Springs, CA?Coastal tradition or desert cool? We break down the real cost — and culture — of retiring in two of America’s most iconic zip codes.
By Jacob Schroeder
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Ready to Retire? Ask Your Spouse These 3 Questions FirstRetiring soon? Keep your relationship strong by discussing these three questions with your partner before handing in your notice.
By Donna Fuscaldo
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5 Retirement Savings Strategies Beyond Your 401(k) MatchFrom HSAs to backdoor Roths and even taxable brokerage accounts, there are plenty of ways to boost retirement savings once you've hit your full 401(k) match.
By Michael Pappis, CFP®
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How to Use AI for Financial Advice (and What to Avoid)AI can't take the place of the human touch when it comes to getting investment advice and planning for your future.
By Bonnie Treichel
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Amazon Resale: Where Amazon Prime Returns Become Your Online BargainsFeature Amazon Resale products may have some imperfections, but that often leads to wildly discounted prices.
By Rachael Green
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Should You Get Walmart+ or Amazon Prime?Walmart+ and Amazon Prime both promise free shipping, exclusive deals, and a suite of add-on services. But which one should you get, if any?
By Rachael Green
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Amazon vs Walmart: Who Has the Cheaper Prices?Should Amazon or Walmart be your go-to for online bargains? Here's what the data says.
By Rachael Green
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What to Do If You Get a Check From an InheritanceDepositing an inheritance check might be trickier than you think. Here are your options and smart strategies to take that gift and build lasting wealth.
By Sean Jackson
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How Advisers Can Turn Value Into Client ReferralsMost advisers deliver more value than their clients realize. Here's how you can make that easy for your clients to understand and fully appreciate.
By Shannon Larson
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Fixed Annuity Payouts Are Spiking: Is it Time to Lock In?With interest rates near two-decade highs, guaranteed income is looking attractive again. Here are 4 ways to play the rate spike.
By Adam Shell
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Ask the Tax Editor: Tax Questions for Paid Return PreparersAsk the Editor Joy Taylor answers questions from readers who are paid tax return preparers
By Joy Taylor
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Human Capital: The Invisible Risk in Your Investment PortfolioWhile conventional wisdom views a career as a stable bond, human capital carries unique risks, so a client's job shouldn't always be treated as a safe asset.
By Jeffery Coyle
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For Retirement Income, Which Accounts Do You Tap First?When clients' retirement transition is harder than they expected, a "ready, shoot, aim" approach to income withdrawals is often to blame. Here's how to fix it.
By Myles J. McHale, Jr. AIF®, CRPP®
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Kiplinger Conversations: How to Talk Inheritance With Your KidsIn this panel conversation, Kiplinger editors talk to experts about the Great Wealth Transfer and answer questions on how to discuss inheritance with your family.
By Alexandra Svokos
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The Average Social Security Check by AgeCompare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
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Is Amazon Prime Worth It?Membership comes with many perks to benefit shoppers. However, with the rising costs, is Amazon Prime worth it?
By Rachael Green
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10 Ways To Save Money Shopping With AmazonAmazon offers a lot of value if you know where to look. We'll show you money-saving strategies that can help you spend less on big purchases and everyday items.
By Kathryn Pomroy
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These Credit Cards Have Some of the Biggest Welcome Bonuses Right NowThe right credit card welcome bonus could be worth hundreds of dollars in cash back or travel, but don't overlook spending requirements and annual fees.
By Sean Jackson
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6 Assets You Should Sell First in Retirement (If You Need the Cash)Why tapping taxable brokerage accounts, lifestyle vehicles, and whole life policies beats raiding your traditional 401(k).
By Donna Fuscaldo
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What's Happening in the Bond Market Right Now (And Should You Adjust Your Portfolio?)The Federal Reserve rate cut has gotten most of the coverage, but several other issues are pushing bond yields higher.
By Kyle Woodley
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The 15 Most Expensive Housing Markets in the US: Real Estate with the Highest Average Home Pricesreal estate The most expensive housing markets in the U.S. have an average home price almost three times the national average.
By Dan Burrows
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Q4 Market Outlook: Key Risks Behind Steady IndexesGreenRock founder Prem Patel notes that headline stock indexes might look steady thanks to a handful of tech giants, but there is more risk than meets the eye.
By Prem Patel, MBA, IAR
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What's Your Investing Style?Use Kiplinger's guide to seven classic strategies to find the right look for your portfolio.
By Nellie S. Huang
