Investing
News, insights and expert analysis on investing from the team at Kiplinger.
Explore Investing
Latest
-

A Portfolio Checklist If You're Planning to Retire in 2027
Sponsored by Zoe Financial
Are you planning on retiring in 2027? This portfolio checklist will help put you on the right path.
By Coryanne Hicks
-

How to Avoid Being Buried by the Tax Avalanche in Retirement
All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.
By Brian O. Butler, CRPC®, CPFA®, CEPA®
-

This Financial Pro Shares the Secret to Retirement Success
For real retirement security, forget about chasing returns and focus instead on the things you can control: income, taxes, risk-taking and decision-making.
By Adam J. Bruno, Certified Financial Fiduciary®
-

Is Your Retirement Based on Social Security Fact or Fiction?
One in two Americans don't know much about Social Security — and some are basing their retirement on mistaken beliefs. It's time to separate fact from fiction.
By Kelly LaVigne, J.D.
-

Are You Investing to Make Money or Simply to Score Points?
Have you become numb to risk? Is your brokerage app or website fueling your desire to trade? An investment adviser explains why it always pays to be cautious.
By Jared Elson, Investment Adviser
-

5 Investment Opportunities in 2026
Sponsored by Zoe Financial
As investors game-plan for the year ahead, these five areas of the equity markets deserve their attention.
By Kyle Woodley
-

Has the New Tax Law Killed Roth Conversions for Retirees?
The OBBBA's permanent lower tax rates removed the urgency for Roth conversions. Retirees thinking of stopping or blindly continuing them should do this instead.
By Jeremy Keil, CFP®, CFA®, CKA®
-

Worried About Retirement? 4 Tasks to Calm Your Nerves
If you're feeling shaky about your finances as you approach retirement, here are four tasks to complete that will help you focus and steady your nerves.
By Rodney Bolden
-

Financial Success in 2026: Who's In Your Driver's Seat?
For financial success in 2026, look beyond the numbers to identify the people who influence your decisions, then set them realistic expectations
By Pam Krueger
