Features

You May Still Be Able to Defer Your 2025 Capital Gains

People who realized a capital gain in 2025 can still use Qualified Opportunity Fund tax incentives to defer it, even if they've already filed their taxes.

By Michael Kelley

Longevity and Asset Allocation: Rethinking Stock-Bond Splits

Using age to determine your stock-bond mix is the default for retirement investing. But now retirement can last 30 years or more, it's time to rethink the rules.

By Feroz Ansari, CFP®

5 Ways to Sort the Best From the Rest When Hiring a Financial Adviser

Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.

By Kelli Kiemle, AIF®

The Best Retirement Advice of All Time

Investing greats, renowned economists, top advisers and other experts share their favorite wisdom, both given and received, about retirement.

By Ellen Chang

How Alternatives and Self-Directed Investing Reshape the IRA

Investors are exploring self-directed IRAs where they can hold traditional and alternative investments in one account.

By Adam Bergman

IRS Income Tax Refund Schedule: When Will Your Refund Arrive?

Tax Refunds Here's how to check your IRS tax refund status and when you can expect your federal refund.

By Kate Schubel

Nine Things You’ll Spend More on in Retirement

retirement Groceries and utilities are just two of the items that will put greater demands on your hard-earned savings once you reach your golden years.

By Bob Niedt

Nine Things You'll Spend Less on in Retirement

There are at least nine categories that you will spend less on in retirement years.

By Bob Niedt

International Travel with Medications: Know Before You Go

When you travel with medications abroad, good planning can help avoid getting your prescriptions confiscated — or worse. Here's how to stay on the right side of the law.

By Donna LeValley

Kiplinger Inflation Outlook: Inflation Picking Up, Even if War Is Short

Economic Forecasts February’s inflation report is likely to be the lowest for the year, even excluding energy prices.

By David Payne

7 Rules Frequent Flyers Swear By

From dodging long lines to avoiding bad coffee, these clever travel rules can help you save time, stay healthy and reduce stress every time you fly.

By Choncé Maddox

Investing Scams: How to Protect Yourself and Your Money

Investors are prime targets for scammers – and the financial hit if you're impacted can be massive. Here's what to watch for and how to protect yourself.

By Karee Venema

Has Your Dream Nest Egg Become a Tax Nightmare? What to Do

Retirement savers with big bucks in traditional IRAs and pretax 401(k)s could face huge tax bills when their RMDs kick in. Here's a potential solution.

By Martin Baker, CFP®, CEPA®

Decluttering and Selling Your Stuff? What to Know About Taxes

Clearing out your collectibles or selling off the antique furniture Grandma left you could result in Uncle Sam wanting a cut of your windfall.

By David Jaeger, CFP®

We're 62 and Want to Sell our $1.2 Million Home, but Our Grandkids Live With Us.

My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.

By Maurie Backman

What I Didn't Know About Health Care FSAs Could Have Cost Me

Although flexible spending accounts work on a use-it-or-lose-it basis, you may have options for unused funds. Make sure to read the fine print before enrolling.

By Jeff Briskin

6 Financial Questions Every Woman Should Ask in Her 30s

Your 30s are the time to start setting the foundation for future financial security. Asking yourself these questions can help get the building blocks in place.

By Julia Pham, CFP®, AIF®, CDFA®

Special Needs Planning: A Road Map for Long-Term Security

When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.

By Mindy Neira, CFP®, ChSNC®

Do Your Financial Adviser's Fees Reflect Value or Growth?

Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.

By Dr. Preston Cherry, CFP®

The Best Saving and Investing Advice of All Time

Investing greats, renowned economists, top advisers and other experts share their favorite saving and investing wisdom, both given and received.

By Ellen Chang

5 Years Until Retirement? Here Are 5 Investing Rules to Follow

Sponsored by American National

If you're planning to retire in five years, it's critical to get your portfolio in order. These five rules will ensure you're on the right financial track.

By Coryanne Hicks

The Best Time to Visit Ireland Might Not Be St. Patrick’s Day

The famous holiday draws huge crowds, but travelers who wait until May may find a better balance of weather, daylight and crowds.

By Carla Ayers

15 Estate Planning Terms You Need to Know

Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

By Donna LeValley

If You'd Put $1,000 Into Oracle Stock 20 Years Ago, Here's What You'd Have Today

ORCL Oracle stock has been an outstanding buy-and-hold bet for decades.

By Dan Burrows

Is Music In Your Care Plan? I Learned How It Helps The Brain, Bones and More

Lincoln Center became a lab for the 2026 Heartbeat Summit. I met the experts proving art is medicine. Here is the new habit I’m taking home.

By Donna LeValley

Spring Home Maintenance Checklist for 2025

real estate Use this 20-point checklist to get your home ready for spring.

By Patricia Mertz Esswein

Quiz: Do You Know Essential Estate Planning Terms?

Quiz Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.

By Donna LeValley