Features
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This Counterintuitive Tax Move Could Save You (and Your Heirs) Thousands
Tax planning is a year-round effort that uses strategies like Roth conversions to reduce future bills, even if it means moving into a higher bracket temporarily.
By Jay Sharifi
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The Retirement Spending Mistake Even Careful Savers Make (and How to Fix It)
Playing it too safe could mean trips not taken, educations not funded, life not enjoyed. Don't abandon caution — just build contingency plans for your portfolio.
By Patrick Payne, Ph.D., CFP®
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The New Retirement Math: How an Active Lifestyle Can Lower Your 2026 Taxes
Retirement Taxes Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.
By Kate Schubel
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Small Ships, Big Luxury: 5 Boutique Yacht Cruises Retirees Should Book in 2026
The new way to sail: Why boutique yacht cruises are the ultimate retirement reward.
By Kathryn Pomroy
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Gas Prices Are Climbing — Should You Rent an EV for Your Road Trip?
With gas prices trending higher, electric vehicles are getting a second look. Here's how to compare total costs before you book.
By Choncé Maddox
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This Cincinnati Man, 34, Has Already Made $1M: Here's How
"There is freedom in amassing wealth and comfort. However, you can always make more money, but you can never make more time."
By Joyce Lamb
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This Proactive Tax Strategy Maximizes What You Actually Keep After Taxes
Integrating investment management and tax planning can make a big difference in the taxes you pay, especially during major financial events.
By Omar A. Morillo, CFP®, ChFC®, AIF®
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Couples Say This One Thing Justifies Divorce (and It's Not Infidelity)
An open conversation between you and your partner about finances can help save you from the biggest argument couples have: money.
By Tony Drake, CFP®, Investment Advisor Representative
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The 25 Most Expensive Cities to Live in the US
From metro areas on both coasts to the middle of the Pacific Ocean, these are the most expensive cities to live in the U.S.
By Dan Burrows
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Are Your Retirement Savings on Track at Ages 55 to 60? Take Our Quiz
Find out if your retirement savings are on track with our quick quiz.
By Donna Fuscaldo
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Kiplinger Energy Outlook: War in Iran Spells Higher Gas Prices in the US
Economic Forecasts After soaring during the conflict in the Middle East, gasoline prices are about to head lower on signs of a peace deal coming together.
By Jim Patterson
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The 5 Trusts You Need to Understand
You can use these trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.
By Donna LeValley
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Early Retirement Withdrawal Strategies for the Long Haul
Your early retirement withdrawal plan can make or break your FIRE strategy. Think beyond financial independence to how you will maintain a stable portfolio.
By Jacob Schroeder
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Ask the Tax Editor: Questions on Tax Refunds and Penalties
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on tax refunds, how to get the IRS to abate a penalty and related topics.
By Joy Taylor
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3 Questions to Determine if a Roth Conversion Will Actually Save You Money
Don't let a Roth conversion backfire. Learn the 3 questions every investor needs to ask about tax brackets, liquidity and asset allocation before making the move.
By Donna Fuscaldo
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How Football and Annuities Can Defend Against Risk in Retirement
Football can teach retirement investors a lot about managing risk. And if predictions of a markets slump are accurate, one strategy will be particularly useful.
By Phil Simonides, CFP®
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Why a Trump Account Might Fit the Financial Strategy for Your Newborn
From July, Trump Accounts will offer a potential $1,000 federal grant for children born in 2025 through 2028. There are some limits and unknowns, though.
By Martin Schamis, CFP®
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4 Retirement Risks Business Owners Often Overlook
Retirement can be hard for business owners who've tied up their net worth — and sense of purpose — in one company. Find out how to make your exit successful.
By David Lukas, Investment Adviser Representative
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How to Write a Check for a Wedding Gift
There are some guidelines to writing a check for a wedding gift for newlyweds.
By Alexandra Svokos
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Six Changes to Social Security in 2026
Big changes come to Social Security every year, impacting everything from the size of your benefit check to your full retirement age. Here's what you need to know.
By Donna LeValley
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How to Master Index Investing
Index investing allows market participants the ability to build their ideal portfolios using baskets of stocks and bonds. Here's how it works.
By Nellie S. Huang
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Take a Sabbatical Over Early Retirement for a Cheaper Reset
A sabbatical can help you get over burnout, explore a new career or hobby and won't break your retirement if done right.
By Jacob Schroeder
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Investing Freebies: Perks You Get for Owning These Stocks
The biggest returns for investors come over the long term, but these companies offer instant gratification for shareholders with several freebies and perks.
By Coryanne Hicks
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3 Things Investors Can Do Now to Keep Control As Oil Prices Shake the Market
Traders and speculators are already executing their respective plans. Here's what investors can do about the energy shock.
By David Dittman
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The Y Rule of Retirement: Why Men Need to Plan Differently
If you have a Y chromosome (because you're a guy), following the 'Y rule of retirement' can help you transition to this new life stage with grace.
By Jacob Schroeder
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The Best Credit Cards to Use When Renting Cars
Need a car when you travel? Here are the best credit cards that offer rental car insurance.
By Carla Ayers
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The 5 Best BDC Stocks to Buy Now
dividend stocks BDC stocks are a high-yielding way to gain exposure to private credit. With risks swirling, it pays to be selective and these BDCs are a good place to start.
By Charles Lewis Sizemore, CFA
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Are These 5 Stealth Costs Draining Your Retirement?
The bills they don’t see coming cause the most angst for retirees. Here's what to look out for.
By Brian O'Connell
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What Happens if You Missed the Tax Deadline?
Late Filing If you owe the IRS money, filing your tax return late (or never) can cost you penalties and interest.
By Rocky Mengle
