Features

Are You Middle-Class? Here's The Most Tax-Friendly State For Your Family

Tax Tips We found the state with no income tax, low property tax bills, and exemptions on groceries and medicine.

By Kate Schubel

Should You Tap Your Home Equity Before 2026?

As borrowing rates and tax law shifts converge, here's what homeowners need to know before pulling equity out of their home.

By Choncé Maddox

What Investors May Face in the New Year: Interview

Keith Lerner, the chief market strategist and chief investment officer for Truist Wealth, speaks with Kiplinger.

By Anne Kates Smith

My adult child was laid off. Can we discuss it without ruining the holidays?

We asked mental health and financial experts for advice.

By Maurie Backman

Three Year-End Tax Strategies for Retirees With $2M to $10M

To avoid the OBBB messing up your whole tax strategy, get your Roth conversions and charitable bunching done by year's end.

By Evan T. Beach, CFP®, AWMA®

'Politics' Is a Dirty Word for Some Advisers: That's Not Cool

Your financial plan should be aligned with your values and your politics. If your adviser refuses to talk about them, it's time to go elsewhere.

By Maggie Kulyk, CRPC®, CSRIC™

To Move Abroad, Choose an Adviser Who Sees Both Sides of the Border

Working with a cross-border financial planner is essential to integrate tax, estate and visa considerations and avoid costly, unexpected liabilities.

By Alex Ingrim, Chartered MCSI

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

Procter & Gamble stock is a dependable dividend grower, but a disappointing long-term holding.

By Dan Burrows

How to Prevent Inflation From Eating Your Savings

retirement Instead of letting your cash sit idle in low-return accounts, consider putting it to work in growth-oriented investments to protect your long-term buying power.

By Charles Dzama, Investment Adviser Representative

Average Retirement Income by Age and State

Whether you are already retired or just beginning to save, these age and state income averages offer a critical reality check to retirement savings and spending plans.

By Donna LeValley

The Final Countdown to Retire Early in 2026: A Monthly Guide

This guide will help you retire early in 2026, with a month-to-month checklist of achievable goals. What are you waiting for?

By Jacob Schroeder

5 Year-End Moves to Maximize Your 2025 Retirement Savings

Sponsored by Savant Wealth Management

Retirement planning is about consistency, commitment and making the most of every dollar. Here are five high-impact moves to ensure long-term growth.

By Donna LeValley

21 Money Moves Smart People Are Making Before 2026

These steps can help trim your tax bill, boost your savings, lower your health care costs and set you up for financial success in 2026.

By Penelope Wang

This Tax Trap Costs High Earners Thousands Each Year

Mutual funds in taxable accounts can quietly erode your returns. More efficient tools, such as ETFs and direct indexing, can help improve after-tax returns.

By Joshua Taffer, CEPA, CPWA®

A Financial Adviser's Guide to Finalizing Your Divorce

After signing the divorce agreement, you'll need to tackle the administrative work that will allow you to start over.

By Tracy Byrnes, CDFA®

A Checklist for High-Net-Worth Individuals

A strategic guide to managing, preserving, and expanding your wealth for long-term financial security.

By Dori Zinn

Five Best Financial Gifts for Grandkids

gift ideas If you've been giving your grandchildren cash for the holidays, now is a good time to rethink that. There are other financial gifts that will help teach them the value of money and set them up for life.

By David Rodeck

Capital Gains Tax Exclusion for Homeowners: What to Know

Tax Breaks The IRS capital gains home sale exclusion can be a valuable tax-saving tool if you're eligible.

By Kelley R. Taylor

Is 2026 Your Year To Retire?

Sponsored by Savant Wealth Management

Say yes to retirement if you can answer these questions.

By Donna Fuscaldo

High-Yield Savings Accounts to Get Before the Fed Meeting

High-yield savings accounts declined when the Fed cut rates at its October meeting. However, some accounts can still help you stay ahead of inflation.

By Sean Jackson

Are You Ready for 65? The Medicare Initial Enrollment Period Quiz

Quiz Turning 65 soon? Test your basic knowledge of Medicare's Initial Enrollment Period (IEP) rules in our quick quiz.

By Donna LeValley

All 30 Dow Jones Stocks Ranked: Buy, Sell or Hold?

blue chip stocks Microsoft, Nvidia and Amazon are Wall Street's top Dow Jones stocks to buy now. Some other names might surprise you.

By Dan Burrows

Retire in the Hamptons: Finding the Right Town for Your Budget

Yes, it's favored by the rich and famous, but retiring in the Hamptons may not be out of your league. Here's a guide to affordability and and who is happiest living there.

By Drew Limsky

Should You Start a 'Trump Account' for Your Child?

A big donation from Susan and Michael Dell just made "Trump Accounts" available to more children. Here, we look at whether you should sign your kid up.

By Charles Lewis Sizemore, CFA

When Are Taxes Due in 2026? Tax Deadlines by Month

Tax Deadlines Knowing all the tax deadlines for 2026 can help you avoid costly penalties.

By Kate Schubel

3 Ways to Stretch the 2026 Social Security COLA For Your Budget

Three steps retirees can take to stretch the Social Security COLA to fit their budgets.

By Beth Braverman

How to Keep Your Charitable Giving Momentum Going All Year

Instead of treating charity like a year-end rush for tax breaks, consider using smart tools like DAFs and recurring grants for maximum impact all year.

By Mark Froehlich, CPA, MBA