Features
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If You'd Put $1,000 Into Caterpillar Stock 20 Years Ago, Here's What You'd Have Today
Caterpillar stock has been a remarkably resilient market beater for a very long time.
By Dan Burrows
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Good Stock Picking Gives This Primecap Odyssey Fund a Lift
Outsize exposure to an outperforming tech stock and a pair of drugmakers have boosted recent returns for the Primecap Odyssey Growth Fund.
By Nellie S. Huang
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More Tools to Build a Bond Ladder
Vanguard aims to launch a line of target-maturity corporate bond ETFs.
By David Milstead
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2026 Tax Refund Delays: 5 States Where Your Money Is Stuck
State Tax From New York to Oregon, your state income tax refund could be delayed for weeks. Here's what to know.
By Kate Schubel
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Why Your Pet Should Be In Your Estate Plan — Yes, Really
Including your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
By Richard Eisenberg
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Find Joy and Meaning When You Want to Retire — But Can’t Yet
For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
By Jacob Schroeder
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My First $1 Million: Banking Executive, 37, Nashville
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
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Small Splurges That Won't Derail Your Retirement
With decades of growth ahead, your 40s aren't just for saving. We asked financial advisers how to enjoy your income now without compromising your nest egg.
By Donna Fuscaldo
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How a Tax-Aware Long-Short Strategy Solved This Couple's $50,000 Capital Gains Problem
Large unrealized capital gains can create a serious tax headache for retirees with a successful portfolio. A tax-aware long-short strategy can help.
By Pam Krueger
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5 Retirement Myths to Drop (and How to Plan for the Reality)
Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
By Robby J. Graham, CFP®, CPA
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Silence Is Golden, But It Can Hurt Heirs More Than You Think
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
By Julie Virta, CFP®, CFA, CTFA
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Is a Medicare Advantage Plan Right for You?
MA plans add benefits that original Medicare lacks, often for $0 premiums. The catch? There are significant downsides to consider.
By Jackie Stewart
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Social Security Payment Schedule for 2026
Find out when you can expect your 2026 Social Security payments and the date you get paid when your scheduled day falls on a holiday.
By Donna LeValley
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Do You Need Renters Insurance?
insurance If you're asking yourself, "do I need renters insurance?," learn from my experience about why the coverage is worth it.
By Rivan V. Stinson
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10 Things to Know About Decluttering
You’ve spent a lifetime amassing your stuff. Here’s how to get rid of it.
By Kim Clark
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The Average Social Security Check by Age
Compare your average Social Security check with others of your age, and plan for the future.
By Donna LeValley
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The Average Social Security Check in Every State
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live.
By Donna LeValley
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The Average Monthly Social Security Check: January 2026
The average monthly Social Security check amount might surprise you. Here's a look at January's numbers and why they matter.
By Donna LeValley
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8 Boring Habits That Will Make You Rich in Retirement
These mundane activities won't make you the life of the party, but they will set you up for a rich retirement. Discover the 8 boring habits that build real wealth.
By Donna Fuscaldo
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QUIZ: Are You Ready To Retire At 55?
Quiz Are you in a good position to retire at 55? Find out with this quick quiz.
By Donna Fuscaldo
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New Ways to Keep Your Online Accounts Safe
As cybercrime evolves, the strategies you use to protect yourself need to evolve, too.
By Martha C. White
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The Merger Market is Heating Up. Here's How to Cash In
Investing in takeover deals can be a low-volatility way to diversify your portfolio.
By Anne Kates Smith
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Vanguard Cuts Fund Fees Again. Here's Why That's Important for You
Vanguard recently cut fees on dozens of ETFs and mutual funds, which is great news for investors. Here's why.
By Dan Burrows
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Ask the Editor: Questions on Tax Returns and Decedents
Ask the Editor In this week's Ask the Editor Q&A, Joy Taylor answers questions on how to file a tax return when someone has died and resources you can use to find more help.
By Joy Taylor
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The 1% Club: In These States, a $743,000 Income Isn't Enough to Join
Being a top earner is relative: Why trading a high-tax zip code for a low-cost state is the ultimate retirement power move.
By Adam Shell
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Will Your Children's Inheritance Set Them Free or Tie Them Up?
An inheritance can mean extraordinary freedom for your loved ones, but could also cause more harm than good. How can you ensure your family gets it right?
By Erin Wood, CFP®, CRPC®, FBS®
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The Key to Enjoying Retirement With Confidence
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
By Chris Wootton, ChFC®
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Rigid Money Rules Don't Help When Life Throws You Curveballs
Some rules are too rigid for real life. A values-based philosophy is a more flexible approach that helps you retain confidence — whatever life throws at you.
By Marcia Dawood
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If You'd Put $1,000 Into Nvidia Stock 20 Years Ago, Here's What You'd Have Today
Anyone shocked by Nvidia stock's wild ride should know that volatility has always been the price of admission to this long-time market beater.
By Dan Burrows
