Features
Latest
-
The Riskiest S&P 500 Stocks Right Now
Buyer beware: These are five of the riskiest stocks in the S&P 500 at the moment, based on one measure of volatility.
By Jeff Reeves Published
-
Bill Bought a Fridge, and Then His Nightmare Began
A Lowe's customer reached out to me after he encountered the retailer's 48-hour return window for major appliances when his brand-new fridge turned out to be defective.
By H. Dennis Beaver, Esq. Published
-
Savvy Marketing Tips for Financial Pros From a Financial Pro
These strategies for marketing, client acquisition and retention can help financial professionals elevate their business and production.
By Matt Neuman Published
-
Cruise Insurance and Crime at Sea: Are You Covered for the Unexpected?
Understand how to protect your cruise investment from crime, chaos and the unexpected at sea.
By Choncé Maddox Last updated
-
13 Home Features That Add Value and Speed Up a Sale
home Thinking about selling your house? Here are 13 home features potential buyers crave right now.
By Ellen B. Kennedy Last updated
-
Taste the Nation: Five James Beard Award–Winning Restaurants Worth Traveling For
From coastal kitchens to mountain towns, these celebrated restaurants don't just serve meals — they anchor destination-worthy trips for food lovers.
By Choncé Maddox Published
-
The Nine Key Milestone Ages In Retirement
These nine milestone ages mark your eligibility for significant retirement benefits, including catch-up contributions and required actions, such as taking RMDs at age 73.
By Donna LeValley Last updated
-
Raising the Social Security Retirement Age to 69? How it Would Affect You
Workers have two choices if the full retirement age ever increases to 69. Work longer or collect less.
By Donna Fuscaldo Last updated
-
Employee Stock Options: Understanding the Benefits and Risks
The dream of employee stock options includes realities of time, paperwork and market forces.
By Tom Taulli Published
-
Do US Citizens Need a Visa for Europe? ETIAS Delayed Again
Americans will eventually need to apply for approval under ETIAS to travel to Europe, but the system has been repeatedly delayed.
By Alexandra Svokos Last updated
-
Medicare Premiums 2026: Projected IRMAA Brackets and Surcharges for Parts B and D
Will you have to pay the monthly Medicare premium surcharge next year? It depends on a few factors.
By Donna LeValley Last updated
-
Are Managed 401(k) Accounts Worth the Extra Cost?
Managed 401(k) accounts are an option in an increasing number of company plans, but are they worth the additional fees vs. target-date funds?
By Donna Fuscaldo Last updated
-
Where to Invest in the Back Half of 2025
The crystal ball has gone dark on Wall Street. Flexibility and diversification will be key in the second half of 2025.
By Anne Kates Smith Published
-
The NBA Finals and the 'Jock Tax'? What You Need to Know
State Tax The NBA Finals, and other sporting events, are connected to taxes in a significant way.
By Kelley R. Taylor Last updated
-
Retire in the Bahamas With These Three Tax Benefits
Retirement Taxes Retirement in the Bahamas may be worth considering for high-net-worth individuals who hate paying taxes on income and capital gains.
By Kate Schubel Last updated
-
A Wealth Adviser's Seven Savvy Tips on Alternative Investments
Before taking the leap into investments outside the usual realm of stocks and bonds, make sure you take these seven points into consideration.
By David M. McInnis, MBA, CFP®, CIMA® Published
-
What to Do After Losing Your Spouse: An Expert Guide
Some financial decisions need to be made sooner rather than later. In honor of International Widows' Day, here's what you need to know about gathering documents and contacting government agencies and financial institutions.
By Julia Pham, CFP®, AIF®, CDFA® Published
-
States That Tax Social Security Benefits in 2025
Retirement Taxes 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 Last updated
-
Is Your State Coming For Your Online Sports Bets?
State Tax Several states are trying to hike sports betting tax rates in 2025. Here’s how it could affect you.
By Kate Schubel Last updated
-
What to Know About Mortgage Escrow Accounts
Escrow accounts ensure that you pay your bills for home insurance and property taxes.
By Deborah Kearns Published
-
I'm a Financial Planner: This Is the Key to Successful Retirement Planning
You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that.
By Andrew Rosen, CFP®, CEP Published
-
Summer Is Made for Sun, Fun … and Estate Planning Conversations
Now is the time to discuss estate planning with your loved ones to ensure the Great Wealth Transfer is efficient, tax-aware and in line with your legacy goals — not Uncle Sam's.
By Eric W. Bond Published
-
Discover the Best Wines of 2025: Top Picks From Around the World
The Decanter World Wine Awards selections are in.
By Lilla O'Connor Published
-
Retire in Ecuador for an Affordable, Rich Life
Ecuador offers one of the world’s most painless visa processes in a country rich with biodiversity.
By Drew Limsky Published
-
Why Single Retirees Have It Better Than You Think
From housing to health care, see how flying solo in retirement can stretch your funds further.
By Donna Fuscaldo Published
-
My First $1 Million: Early Retiree, 57, Western North Carolina
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's My First $1 Million series uncovers the answers.
By Joyce Lamb Published
-
Top Tech M&A 2025: The Prospects We're Watching
High interest rates and economic uncertainty have dimmed the market for big M&A tech deals, but the tides could be turning.
By Tom Taulli Published
-
Don't Have an Estate Plan? Six Things That Could Go Very Wrong
Bad things can happen when you're unprepared, such as big-time taxes and family turmoil. Generational planning can help protect the people you love. Here's some expert advice to help you out.
By Walt West Published
-
A Financial Planner's Tips for Teaching Kids About Wealth Without Creating Entitlement
If your kids are likely to inherit and you're worried about how they'll manage, start talking about money and teaching common-sense habits as soon as you can.
By Melissa A. Barkley, CFP® Published