Features
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The Rule of Compounding: Why Time Is an Investor's Best FriendDescribed as both a "miracle" and a "wonder," compound interest is simply a function of time.
By Coryanne Hicks
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Are You Ready To Retire At 60? Take Our Quiz to Find OutSee if you are ready to retire before Social Security kicks in with our quick quiz.
By Donna Fuscaldo
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Blindsided by Medicare’s 2-Year IRMAA Rule? Now What?A sudden spike in your income can trigger costly Medicare surcharges two years down the road. Here is how affluent retirees can protect their wealth.
By Maurie Backman
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Do You Know More Retirement Tax Rules Than a 28-Year-Old? Take the QuizQuiz We gave a Gen Z non-finance professional these 5 questions, and here's how they scored. Can you beat it?
By Kate Schubel
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The Rule of Two Lives in Retirement: One Life Becomes TwoThe "rule of two lives in retirement" means accounting for your partner at every decision point, because one life becomes two.
By Jacob Schroeder
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The Asset Location Rule: Where to Put Income Investments in Retirement?Where you hold your investments is as important as what you're investing in. Here's how to optimize your asset location for a more tax-efficient retirement.
By Charles Lewis Sizemore, CFA
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The 'Florida Flip' for Roth Conversions and Lower RMDsStaring down a massive RMD tax bill at age 75? Relocating to a zero-tax state for a few years could slash your Roth conversion costs. Just beware of the pitfalls.
By Maurie Backman
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Red Flags to Look for at Assisted Living FacilitiesWhen considering an assisted living facility for your loved one, look for these red flags before signing a contract. Cost-cutting can have a disastrous impact.
By H. Dennis Beaver, Esq.
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Why 'Exclusive Opportunities' Can Be Bad Financial MovesPrivate credit funds, real estate deals, hedge funds and venture capital allocations aren't available to everyone, but can also carry extra costs and risks.
By Kevin Caldwell
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How Philanthropy Can Ensure AI Serves People, Not ProfitsPhilanthropists can help ensure AI prioritizes the greater good by funding research, strengthening nonprofit infrastructure and teaming up with other donors.
By Julia Chu
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Eight Things You Must Know About Retiring to the CarolinasFrom the picturesque beach towns to cozy mountain communities, North Carolina and South Carolina offer retirees plenty of incentives.
By Bob Niedt
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5 Top Tax-Efficient Mutual Funds for Smarter InvestingMutual funds are many things, but "tax-friendly" usually isn't one of them. These are the exceptions.
By Kyle Woodley
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6 Early Retirement Mistakes to AvoidThese early retirement mistakes can douse your FIRE (Financial Independence, Retire Early) efforts.
By Jacob Schroeder
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What to Expect When Applying for a Mortgage Loanreal estate Before you can apply for a mortgage loan and buy your dream home, there's a good bit of preparation to be done.
By Erin Bendig
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Get $40 to Shop at Costco with This Membership DealNew members can get up to $40 on a Costco Shop card when they sign up for a one-year Costco membership thanks to a new deal from Stack Social.
By Carla Ayers
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How to Hit the $24,500 401(k) Limit in the Next 6 MonthsDon't leave money on the table. If you want to maximize your retirement savings this year, it's time to adjust your paycheck math right now.
By Kathryn Pomroy
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Avoiding the Widows' Penalty Tax Trap After a Spouse PassesIncome Tax Many surviving spouses are surprised to discover that losing a partner can mean paying higher taxes on less income.
By Chrissy Paradis
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Best States for Middle-Class Families Who Hate Paying Taxes in 2026State Tax Here are the ten best states for 'middle-class' families (taxpayers with middle incomes) due to low tax burdens.
By Katelyn Washington
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6 Steps to Appeal Your Property Tax BillProperty Tax As home values increase nationwide, property taxes are also on the rise.
By Sandra Block
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Tax Credits for Energy-Efficient Home ImprovementsTax Breaks The 2025 Trump tax bill ended major solar and home upgrade credits; here's what's left.
By Kate Schubel
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Here's What It Takes to Join the 1% Club: The Real Numbers and Habits Behind the Super WealthyA closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.
By Choncé Maddox
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Most People Save Money — But They're Missing This Important StepTurn good saving habits into lasting financial progress by setting goals you can track, adjust and achieve. We'll show you how.
By Sean Jackson
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Kiplinger Energy Outlook: Drivers Face Painful Gas PricesEconomic Forecasts Gas is still expensive, but fill-ups are getting less costly as oil prices retreat.
By Jim Patterson
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Jean Chatzky: This Is the Biggest Retirement Mistake You Can MakeAre you winging your retirement spending? Financial expert Jean Chatzky tells Kiplinger why lack of a concrete plan is preventing retirees from living their best lives.
By Donna Fuscaldo
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The 'First Year of Retirement' RuleThe "first year of retirement" rule says the 12 months after you leave work set the tone for your entire later life — so it's vital to approach them mindfully.
By Jacob Schroeder
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How Benjamin Franklin's Simple Money Rules Could Help Lower Your 2026 TaxesIncome Tax Start your midyear tax planning with these simple, timeless money rules.
By Kate Schubel
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Why the Key Question in Retirement Planning Isn't About MoneyToday's retirement planning has a fundamental flaw: It focuses on how much money you need while ignoring the more important question — what you'll do with it.
By Richard P. Himmer, PhD
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7 Financial Steps to Take Before You File for a Gray DivorceContemplating a gray divorce? Before calling in the lawyers, take time to understand your financial situation and the impact of dividing assets later in life.
By David Abraham
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Annuities Can Have Tax Side Effects: Here's the AntidoteIf you hold money in a non-qualified annuity, the IRS will eventually come calling for its share of any gains. It pays to explore tax efficiency ahead of time.
By Darrick Priester
