Features

Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.

By Teresa Green

Two people can spend years saving for retirement and never once discuss what they actually want from it. A few hard conversations now can prevent trouble later.

By Michael Pappis, CFP®

Key tips to tackle decluttering (before someone has to do it for you).

By Kim Clark

Many people find it tough to shift from saving to tapping wealth once they stop work. Here's how to enjoy your money more — without fear of running out.

By Diane Harris

Planning for a long retirement is a high-stakes math problem. Check these 4 longevity green flags to see if you have the habits and the history to beat the averages.

By Donna Fuscaldo

Jimmy Page and Robert Plant have a lot to say about Donald Trump, Kevin Warsh and "regime change" at the Fed.

By David Dittman

"My dad told me how he saved and what stocks provided, then casually left annual reports out where I could start looking at them at an early age."

By Joyce Lamb

A growing number of Americans are working past retirement age. But what happens to Social Security, tax and healthcare when you keep on working?

By Cathy DeWitt Dunn, CDFA®, FRC®

The teenage years are tricky for kids and parents, but they're the right time to start talking openly about money and what you'd do in a medical emergency.

By Stephen B. Dunbar III, JD, CLU

Kids who grow up with savings accounts are more likely to learn the basics of managing and investing — and more likely to attend college.

By Melanie Mortimer

As inflation persists, the 2027 Social Security COLA forecast has dropped slightly to 3.8% — a 0.1% decrease compared to the April estimate.

By Donna LeValley

The master of comedy was famously cynical, but his raw philosophy offers a surprising blueprint for your golden years.

By Donna Fuscaldo

The massive SpaceX IPO has come and gone, with SPCX stock now trading on the Nasdaq.

By Karee Venema

Whether you have excess cash to spend or want to pretend, here’s a look at 13 ridiculous ways retirees can splurge.

By Donna Fuscaldo

Forecasts Kiplinger's latest forecast on trade: U.S. exports, imports and our net trade deficit.

By Rodrigo Sermeño

Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these five retirement perks.

By Maurie Backman

Hot summer weather can take a toll on your home if you're not prepared. Follow these tips to make sure you're ready for the season.

By Daniel Bortz

Your first Medicare bill may be higher than expected for several reasons. If your premiums aren't taken out of your Social Security benefit, the bill can be huge.

By Donna LeValley

The best semiconductor ETFs hold the chipmakers benefitting from historically high spending by artificial intelligence hyperscalers and data center builders.

By Tony Dong, MSc, CETF

Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on inherited property: gold, stock, real estate, including the tax basis at death.

By Joy Taylor

Clients don't need advisers to dismiss their retirement fears. They need advisers who can listen, separate emotion from risk and turn anxiety into action.

By David Conti, CPRC

This practical blueprint with heart can help build strong adviser interaction in your community — which can lead to growth for your firm.

By Cody Foster

Millennial and Gen Z investors consume financial information differently from older clients, but they still need trusted advisers to cut through online noise.

By Genevieve Hayman, PhD

HNW families often give generously but lack an overall strategy that ties into their financial and estate plans. Advisers can change that in three steps.

By Gillian Howell

Here's how to reduce your tax bill when you withdraw money in retirement.

By Donna Fuscaldo

Don't be afraid of dating when you're older. But do be careful. We have some dos and don'ts for senior daters.

By Katherine Reynolds Lewis

Do your traditional IRA distributions count as income that could lower your Social Security benefits? It depends.

By Tom Taulli